High-Bandwidth Memory (HBM3/HBM3E) →Shortage risk
Servers and cloud hardware
HBM3/HBM3E is a critical input here, so a maritime-driven HBM squeeze directly makes servers and cloud hardware harder to produce.
93% confidence
Gallium →Shortage risk
Semiconductors and chips
Gallium is a critical input to semiconductors and chips, so any gallium squeeze would pass downstream as a chip supply shortage.
86% confidence
Artificial Plant Plastics (PE/PP/PVC + Wire) →Delays
China
With 94.8% of this input's supply tied to China, maritime disruption should delay the dominant sourcing flow from China.
84% confidence
Terbium (Tb) Metal →Shortage risk
Rare earth magnets
Rare earth magnets are marked as a critical downstream input of terbium, so a disruption in terbium availability would most directly constrain magnet supply.
82% confidence
High-Bandwidth Memory (HBM3/HBM3E) →Delays
South Korea
South Korea accounts for 80% of HBM supply, so shipping disruption disproportionately stretches lead times for Korean HBM exports.
72% confidence
Artificial Plant Plastics (PE/PP/PVC + Wire) →Delays
Home décor
Artificial Plant Plastics are a critical input to Home décor, so shipping strain should stretch lead times for that downstream good.
70% confidence
ROSS STORES, INC. →Shortage risk
G-III Apparel Group, Ltd.GIII
Ross Store disruptions can reduce orders and sales to G-III, and G-III itself discloses that Ross accounted for 11.0% of its net sales, making the dependency material.
66% confidence
Hamilton Beach Brands Holding Co. →Delays
Walmart Inc.WMT
If maritime disruption slows Hamilton Beach's production and replenishment, Walmart can see delayed receipt of Hamilton Beach products, and the disclosed customer concentration shows the relationship is highly material.
64% confidence
Hamilton Beach Brands Holding Co. →Delays
Amazon.com, Inc.AMZN
If maritime disruption slows Hamilton Beach's production and replenishment, Amazon can see delayed receipt of Hamilton Beach products, and the disclosed customer concentration shows the relationship is material.
61% confidence
e.l.f. Beauty, Inc. →Shortage risk
Target CorporationTGT
Target is one of e.l.f. Beauty's largest customers, so maritime disruption that constrains e.l.f.'s supply can reduce the flow of e.l.f. products into Target's stores and online channel.
58% confidence
e.l.f. Beauty, Inc. →Shortage risk
Walmart Inc.WMT
Walmart is a major customer of e.l.f. Beauty, so a supply-side squeeze at e.l.f. can leave less inventory available for Walmart to sell.
57% confidence
e.l.f. Beauty, Inc. →Shortage risk
Amazon.com, Inc.AMZN
Amazon is a disclosed customer of e.l.f. Beauty, so disruption to e.l.f.'s supply chain can constrain replenishment of e.l.f. products sold on Amazon.
56% confidence
e.l.f. Beauty, Inc. →Shortage risk
Sephora (LVMH)
Sephora is a disclosed customer, so any interruption to e.l.f. Beauty's inbound logistics can reduce product availability through Sephora's retail channel.
55% confidence
