Lawlight said:
There's always a difference between how much is shipped vs how much is sold at retail. |
Yeah, in a sold out situation this amounts to units in transfer. This amounts to:
1. manufacturing to shippign harbor
2. container ship from China to US or europe
3. from harbor to the stores
As the big manufacturers are working mostly for export, I assume they have optimized step 1. I assume less than 3 days. Say three days as top estimate.
Step 2 takes around 50 days from China to eruope through the suez-canal if they stop in harbors on the way. Gets a lot faster if the ship travels directly to eruope (as I read down to 12 days). But a container ship with much freight probably stops at every possibility to change freight. To america I read something around 30 days.
Step 3 should be below a week. As goods in a warehouse are losing money, everyone is interested to bring it to destination as fast as possible.
So overall, we should have one or two months of units sitting in the distribution chain. This changes though, if the item is no longer sold out and sitting on shelves.
So, I would assume around 1 million units are stuck in transfer. Remember though, these units are sold in the next quarter to customers but don't add to shipped that quarter.
