Beer Shortage Ahead? 3 Products That Will Be Most Impacted By Port Strike
Portfolio Pulse from Aaron Bry
The International Longshoremen's Association strike could lead to supply constraints and price increases in the food and beverage, automotive, and construction sectors. Companies like Constellation Brands, AutoZone, O'Reilly Automotive, DR Horton, and Lennar may face operational disruptions.
October 02, 2024 | 6:15 pm
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NEUTRAL IMPACT
Constellation Brands, a major importer of beer, may face supply disruptions due to the port strike, though it might mitigate impacts via ground transport from Mexico.
Constellation Brands imports a significant amount of beer through affected ports. However, its ability to use ground transport from Mexico may reduce the impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
AutoZone may experience disruptions in its supply chain due to the port strike, affecting its import of car parts.
AutoZone relies on imports of car parts through the affected ports, making it vulnerable to supply chain disruptions from the strike.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
DR Horton could see delays in operations due to the port strike affecting machinery and construction equipment imports.
DR Horton relies on imported construction equipment through the affected ports, making it vulnerable to delays from the strike.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60
NEGATIVE IMPACT
Lennar Corp may face operational delays due to the port strike affecting construction equipment imports.
Lennar Corp's reliance on imported construction equipment through affected ports makes it susceptible to delays from the strike.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60
NEGATIVE IMPACT
O'Reilly Automotive may face operational disruptions due to the port strike affecting car parts imports.
O'Reilly Automotive's reliance on imported car parts through affected ports makes it susceptible to disruptions from the strike.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70