Untangling the (Supply) Chains: Part 1

From a business perspective, the global pandemic has exposed shortcomings in supply chains within and across industries throughout the world. Supply chain research reveals gaps that equate to opportunities for interested businesses. Lippincott Library offers several resources for supply chain research, each with unique features.

Capital IQ

Remotely accessible to full-time MBA students through the MBA Career Management portal and to all others through Penn Libraries, Capital IQ features current and historical business customer and supplier information for companies and their subsidiaries. Details include customer/supplier name, relationship type, primary industry, and link to the information source.

  • Search by company name to retrieve a Company Profile
  • In the left-side menu, navigate to Business Relationships and select Customers or Suppliers

Here is a partial list of Tesla’s Recently Disclosed Suppliers from Capital IQ:

Capital IQ screenshot of Tesla's Recently Disclosed Suppliers

FactSet

Visit Lippincott Library to access FactSet, a powerful financial and economic database that includes current supply chain information provided by Revere. Covering more than 150,000 relationships, this data provides insight into company supply chains, key customers, suppliers, competitors, and strategic partners. Annual review based on SEC filings keeps this information updated.

FactSet Revere Supply Chain Relationships data is also available on the Wharton Research Data Services (WRDS) platform. This data covers more than 25,000 publicly traded companies around the world and select subsidiaries, representing more than 144,000 business relationships, with historical data back to 2003.

Panjiva

Panjiva is a global supply chain intelligence database containing eight million companies and more than one billion shipment records, with more than 200 countries represented. Included transactional and macro data cover 35% and 95% of global trade flows, respectively. Information is sourced from bill of lading shipment records from U.S Customs and Border Protection, credit information providers, compliance organizations, trade associations, and more. Current and historical information is available.

Search for a company or product name and filter to buyers, suppliers, or shipments, or search product trends. Buyer and Supplier profiles feature top products, countries, shipment records, trading partners, ports and carriers, where applicable, and an Activity Feed featuring new supply chain activity. Corporate hierarchy and contact information are also provided.

To create a Trend report, select a country/region, trade direction (import or export), and a product’s Harmonized System (HS) code.

Panjiva Trends Report header: HS Code 9560.70.40.00
Panjiva Trends Report: Top Global Suppliers for HS Code 9560.70.40.00

Use the Macro tool to analyze trade flows of products between countries. Panjiva Macro data is sourced from UN Comtrade, which obtains the data from each country’s government.

Bloomberg

Bloomberg makes it possible to analyze current and historical supply chain relationships for approximately 23,000 public companies and 96,000 private companies worldwide, representing 900,000 global supply chain relationships. 

Data come from public sources including company reports, conference call transcripts, and regulatory filings, as well as customers and suppliers. This bi-directional data and estimates from industry analysts quantify company exposures from both production and demand sides of the supply chain. The resulting 200,000 quantified supplier-customer relationships include both revenue and cost percentages and links to company filings.

Use the function SPLC to access and analyze supply chain data on the Bloomberg Terminal. Below is an analysis of absolute projected sales growth for companies in Ford Motor Company’s supply chain:

screenshot of Bloomberg's supply chain analysis of Ford Motor Company reflecting absolute projected sales growth percentages

For additional recommendations, refer to our Business FAQ “Where can I find information on a company’s supply chain management?” or contact a Lippincott Librarian.

Stay tuned for Part 2 of this post highlighting reports useful for supply chain research.

Panjiva Panegyric — Resources for Supplier Information

PanjivaPanjiva is a database of information from 2.5 million product suppliers worldwide. The data comes from U.S Customs and Border Protection (bill of lading shipment records), credit information providers, compliance organizations, trade associations, and more. Its supplier profiles include a company overview, shipment statistics, detailed list of buyers, breakdown of products, and a Panjiva supplier “rating”. Search by product (e.g. snuggie), supplier/ buyer company names (e.g. Microsoft, Ralph Lauren, etc.), and industries (e.g. electronics).

Here is the first page of a search for suppliers of Microsoft.

panjiva 99

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