Supply Chain Research

2024-06-28-sce-outlook-china-peak-exports-600x391

Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon

June 28, 2024

• Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.
... Read more →

Supply Chain Edge: EV tariffs arrive, dealing with droughts, Apple adds to the AI wave

June 14, 2024

• The EU launched long-awaited duties on imports of electric vehicles from mainland China – we dig into the next steps and key data, as well as looking at the slowdown in production of EVs in Europe and beyond.
• Drought conditions in Mexico are disrupting chemical supply chains ranging ... Read more →

Greif raises prices, boosts imports in packaging expansion

September 6, 2021

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 →

Gallo invests in Charleston after wine shipments fizz up

June 17, 2021

E. & J. Gallo Winery will invest $423 million in a new bottling and distribution center near the port of Charleston, SC. The port has actively pursued new distribution centers, including Walmart with a deal signed a year ago. U.S. seaborne imports of wine linked to Gallo climbed 36.5% year ove... Read more →

Constellation Brands set to push supply chain inflation into beer prices

April 9, 2021

Constellation Brands reported FQ4’21 (to Feb. 28) revenues which included a 32.9% slump in wine sales and a 15.9% jump in beer sales as a result of changing tastes during the pandemic. The firm does not appear to be expecting a recovery in wines, with U.S. seaborne imports linked to the firm d... Read more →

Kao Corp, Natura face digital tax retaliation tariff makeover

April 1, 2021

The U.S. Trade Representative has proposed retaliatory duties against imports from six countries that have put digital services taxes into place, as part of an action initiated by the Trump administration. The consultation, covering imports from the U.K., Turkey, India and three EU states, are... Read more →

United Natural Foods delivers beverage, sauce growth during pandemic

December 14, 2020

United Natural Foods delivered 4.8% revenue growth in the three months to Oct. 31 after the food wholesaler’s focus on retail rather than food service paid off. The company’s President, Christopher Testa noted “the grocery supply chain was stressed” during the pandemic and notes some retailers... Read more →

Hapag-Lloyd plans for winter pandemic drag on Europe-U.S. trade

December 3, 2020

Hapag-Lloyd has cancelled a planned sailing from southern Europe to the U.S. for Dec. 29, which the container-line says is “due to lack of cargo because of the current COVID-19 situation and as part of the winter program”. Hapag-Lloyd’s handling of freight between ports on the route in France,... Read more →

Europe’s COVID-19 lockdown drags global trade to 8% drop in March

May 19, 2020

Exports from the European Union fell by 10.2% year over year in euros in March as the industrial lockdowns caused by COVID-19 started to take effect. With many countries not having entered a full lockdown until April and with deeply negative sentiment among German businesses towards exports th... Read more →

Italy’s coronavirus lockdown may limit luxury, pharmaceutical exports

March 17, 2020

The Italian government’s response to the coronavirus outbreak could lead to a drop in industrial output of 15% according to press reports, and could have a downstream impact on supply chains in the rest of the world including the U.S. Italian sources accounted for 35.5% of U.S. leather imports... Read more →

Supply Chain Research

Showing research about Italy