Panjiva allows users (investors in this case) to search shipment data based on product or company. This is extremely valuable as it allows a diligent analyst to predict when sales may decline before they are reported by the company. For example, an investor can see shipments of “electronic vacuum cleaners” to iRobot by TEU and Kg:

irobot

Panjiva is affordable and provides historical access of up to 1 year for only $150/month. Panjiva has become an integral tool in our investment process for companies which have products assembled/shipped from overseas.