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Showing research about U.S.

20210908-greif-seasonal-600x403

Greif raises prices, boosts imports in packaging expansion

Greif, a packaging company, released FQ3 earnings covering the three months to July 31. The firm reported a 37.7% year-over-year increase in revenues that surpassed analyst expectations by 7.4%, while Panjiva data associated with the firm showed a 112.2% year-over-year increase in volumes. The... Read more →

20210908-semis-macro-600x403

GM nearshoring, still faces chip-related closures

General Motors has announced the closure of their factories in North America due to a shortage of chips, following the same issues from Toyota and Nissan in recent months. This comes even as imports of semiconductors to the U.S. have risen by 51.4% year over year in the second quarter, but lik... Read more →

20210908-halloween-thanksgiving-600x399

JOANN and Qurate ship Christmas in July

Imports associated with major U.S. holidays Halloween, Thanksgiving and Christmas are starting to ramp up. U.S. seabone imports associated with Halloween and Thanksgiving increased by 28.2% and 52.5% year over year respectively in July after falling by 7.0% and 45.1% year over year in Q2. Chri... Read more →

20210901-ida-seasonal-600x410

Neumann, Shin Etsu in the path of Ida

Hurricane Ida has shut down the Port of New Orleans, likely halting imports and exports while the state of Louisiana recovers from the storm. Imports through the were already down before the storm, falling 20.7% year over year in Q2 and 24.9% in July. Imports are varied, but one of the largest... Read more →

20210901-vietnam-macro-products-600x414

IKEA, Adidas, seek recovery in Vietnam as new outbreak looms

The Vietnamese army has increased lockdown measures designed to curb the spread of COVID-19 in the country as the tragic outbreaks intensify. These measures, essential to bring the virus under control, will likely have impacts throughout global supply chains, especially manufacturers that swit... Read more →

20210901-bjs-seasonal-600x403

BJ’s Wholesale covers inflation with aggressive cost-cutting

BJ’s Wholesale Club, a bulk retailer, reported 5.6% year over year growth in FQ2 revenues that passed analyst expectations by 10.0%. Corresponding Panjiva data for that period shows that imports associated with the firm increased by 50.2% year over year or 18.0% against 2019. CEO Robert Eddy n... Read more →

20210825-tjx-seasonal-600x402

TJX offsets freight surge with price rise, cost cuts

TJX reported an increase of revenues of 81.1% year over year that exceeded expectations by 10.0%. Nonetheless, CFO Scott Goldenberg noted in the companies earnings call that they expected freight, supply chain and wage costs to be higher” in the second half. Imports associated with the company... Read more →

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