Hello Donald,
I was able to find a good source for answering the 2nd part of the exercise.
This is mainly for US imports.
This is a paid site, but provides a 7 day free trial, with the following restrictions -
One gets to visit only 5 company profiles and export the shipment search results for 5 companies.
So, one has to be prudent in how they use. Off course, if one can afford and feel they do get value addition they can pay for the $99/mth basic plan…
Anyways, as @Value_Seeker had rightly requested for more clarity on KCL customer base, i thought i would cover the low-hanging fruit.
After adding the Infant filter
KGL
Couple of observations from above:
- Big-bang shipments from Q3CY10 where the scorching pace is maintained till Q3CY11.
- Similar growth rates resumed from Q4CY14 till Q2CY16.
After adding the filter for infant, we find that:
- Jockey is not available, as it should rightly be so.
Other observations:
- In both the charts, we find Fruit of the Loom and Carter’s is missing for KGL.
- Also, the new client Children’s Place seems to be catered to by KCL, as was Carter’s in 2013-14.
- Mystifying why Bank of America is listed as client from 2010-13. But it could explain for the missing Fruit of Loom data.
- Mothercare data is not available with panjiva portal.
- Kohl’s does not seem to have received any shipment yet from either KCL/KGL. (TBC)
Below excel contains the last 2 YTD data for both KCL and KGL.
Kitex Exports to US_Last 2 years.xlsx (95.5 KB)
Overall it looks a good source and can be used to validate the exports for other textile co.s and US exporting firms.
Best Corp does not seem to have any infant related shipments.
On Capacity of Players - JayJay Mills - Exporters - - JayJay Mills
From DRHP of SP Apparels: - http://www.sebi.gov.in/cms/sebi_data/attachdocs/1451449620283.pdf
Key Players in Childrenswear Exports: Both Indian and international manufacturers compete in the exports market for childrenswear. Some of the key international exporters include Wingloo of China, Gimmel of Singapore, Kitex Garments and S.P. Apparels of India, Urmi Group, Divine Group, Textown etc. of Bangladesh. Wingloo has a production capacity of 225 million pieces per annum while the production capacity of Gimmel is 195 million pieces per annum (Source: Industry Reports). India based Kitex Garments and S.P. Apparels have production capacity of 165 million pieces and 50 million pieces respectively. Urmi Group of Bangladesh has a production capacity of 22 million pieces per annum and around 15% of the group’s exports revenue comes from childrenswear. Divine group has a production capacity of 18 million pieces per annum.
Kitex Garments and S.P. Apparels are leading childrenswear exporters of India: Kitex Garments is the largest childrenswear exporter of India followed by S.P. Apparels. The estimated share of S.P. Apparels in India’s knit childrenswear exports for the age group 0 to 8 years was around 8.5% in terms of value. Kitex Garments and S.P. Apparels are also the leading childrenswear manufacturers of India. The other key childrenswear exporters are: Jay Mills, Eastman Exports, SCM Garments, and KPR Mills. Product portfolios, production capacities, key markets and clients of these competitors are provided in Exhibit 19.