The Companies Most Exposed to the Port Strike 🚢

What We’re Showing

This graphic shows the companies most impacted by the U.S. port strike, based on data from Import Genius & Arbor Data Science via Liz Ann Sonders.

Figures represent the top companies by twenty-foot equivalent units (TEUs) imported between September 2023 and September 2024.

Key Takeaways

• Walmart, IKEA, and Samsung stand to be the most affected companies by the International Longshoremen's Association strike at 14 major ports on the East and Gulf coasts.
• The auto industry is also highly vulnerable, comprising five of the top 15 companies by TEU imports last year.
• Consumers are unlikely to face severe shortages if the strike ends within a couple weeks, but a prolonged stoppage lasting over a month could lead to shortages and price increases, especially for perishable goods and automobiles.