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Showing research about Consumer Staples

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 →

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 →

20210722-fevertree-ports

Fever-Tree shipments heat up despite mix of logistics challenges

Beverages maker Fever-Tree reported H2’21 revenue growth of 36.1% year over year including a 32.2% rise in sales to the U.S. as bars reopen after the pandemic. The firm’s profits have been hurt by “significantly elevated costs resulting from the disruption currently impacting global logistics”... Read more →

20210721-hk-macro

U.S. warning on Hong Kong may add to China trade friction

The U.S. government has issued a “risk and considerations” advisory for firms operating in Hong Kong. That follows the introduction of the National Security Law in 2020 and China’s “Law on Countering Foreign Sanctions” passed in June which could lead to firms that apply U.S. sanctions in turn ... Read more →

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