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Showing research about Cons. Discr. - Durables

20210825-solar-countries-1-600x401

LONGi, JinkoSolar power imports despite safeguards

The U.S. International Trade Commission is starting a review of solar panel safeguard duties under Section 201. This a scheduled review as part of the safeguard duty process every five years. U.S. import data shows that the safeguards have not been particularly effective in decreasing imports,... Read more →

20210818-inflation-commodities-600x402

Supply chain inflation bow wave washes into Q3’21

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

20210809-suez-scarring-ports-600x396

Suez scarring improves appeal of new Orient Overseas service

Orient Overseas has launched a new, rail-and-sea containerized freight service from Xi’An in China to the U.S east coast via Bremerhaven in Germany. That may prove attractive to shippers that faced disruptions as a result of the Suez Canal blockage earlier in 2021. It may also help maintain Or... Read more →

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iRobot sweeps through congestion, pivots to Malaysia

Cleaning equipment maker iRobot reported revenue growth of 30.6% year over year in Q2’21, supported by a 152.7% surge in U.S. seaborne imports linked to the firm. That growth has come at the expense of “increasing costs for ocean transportation, sourcing materials on the open market, increased... Read more →

20210726-thule-products

Thule pushes up pricing as supply chain costs rack up

Thule has reported an 85.1% year over year surge in revenues in Q2’21 as the auto accessory maker benefits from a “strong trend for leisure and vacation activities nearer to home”. Yet, Thule has had challenges in “getting hold from our sub-suppliers of the right materials and components” acco... Read more →

20210722-sleep-origins

Sleep Number overcomes supply chain nightmare, raises prices

Sleep Number reported Q2’21 revenue growth of 69.9% year over year despite “near-term supply constraints” which have impacted deliveries in June and July. The mattress manufacturer faces “temporary component and labor constraints, inflation and expedited logistics pressures” which likely contr... Read more →

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