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Low or no inventory for OEM’s because of China’s shut down


My2Dogs

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Wonder if the OEM’s are having any inventory issues with the Corona virus shutting down lots of companies in the parts where the clubs are made? I don’t know if the areas the government has quarantined their citizens is in the areas where the clubs are being built but lots of industries are being hit with people either not going to work or afraid to go to work. What will happen to pricing later in the year if the inventory really gets low.

Callaway Paradym Smoke AI Triple Diamond 9* Proxima 6X

TM Stealth2 Plus 3 wood 15*- Ventus TR Blue 7X
Callaway Rogue “T” Triple Diamond 19* 5 wood- Ventus TR Blue 8X
4-PW PXG Gen5 Darkness 0311T MMT 105TX 2* flat
PXG Sugar Daddy 2  50* Axiom 125X
PXG Sugar Daddy 2  54* Axiom 125X
PXG Sugar Daddy 2  58* Axiom 125X
LAB Mezz Max-heavy version, 35” with Stability Tour Fire shaft. Press II 3.0 grip
PXG Hybrid stand bag
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It's unlikely to show right now. However in a couple months maybe. The factories will likely ramp up production gradually, and you should see fairly little impact to inventory levels. It's not like golf clubs frequently sell out because people flock out to buy them anyway.

Callaway Paradym TD 10* Ventus Red TR 5S

Titleist TSR3 13.5* 3 Wood Tour AD-IZ 6S

Titleist TSR3 19* hybrid Modus GOST S

Titleist TSR2 24* hybrid Modus GOST S

Callaway Paradym Hybrid 27* Ventus non Velocore S

Titleist T100 2023 6-PW KBS Tour V S

Titleist SM8 50, 56, 60

Scotty Cameron X7.5 CS

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just wondering as I read that I believe TM gave a couple of pros retail clubs that were digitally spec’d as they didn’t have enough tour issued heads because of the factory issue. I know Samsung is having problems in Korea as one factor had an outbreak of just a couple people and that factory shut down causing issues with shortages of phones. That was just recent and the areas in China have been hit for a while now.

 

I’m not minimizing the toll it’s taking on lives and people as it horrendous what this virus is doing. Just asking a question about clubs with no disrespect for the people in China or any other country.

Callaway Paradym Smoke AI Triple Diamond 9* Proxima 6X

TM Stealth2 Plus 3 wood 15*- Ventus TR Blue 7X
Callaway Rogue “T” Triple Diamond 19* 5 wood- Ventus TR Blue 8X
4-PW PXG Gen5 Darkness 0311T MMT 105TX 2* flat
PXG Sugar Daddy 2  50* Axiom 125X
PXG Sugar Daddy 2  54* Axiom 125X
PXG Sugar Daddy 2  58* Axiom 125X
LAB Mezz Max-heavy version, 35” with Stability Tour Fire shaft. Press II 3.0 grip
PXG Hybrid stand bag
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yes its hitting the OEM's right now... I won a trip through Cobra/Puma where I get 13 clubs, bag, shoes, etc. Talked with the vp of marketing from Cobra about what I can order (exotic shafts or not) and he mentioned theyre out of stock in certain items. Cobra is supposed to have the king tour irons, forged tec utility, and black MIM wedges but release dates are all being pushed back b/c of it. Inventory is low.

 

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TM Qi10 9* ... KBS TD Serape 60x

TM Stealth 2+ 4w ... KBS TD Rainbow 70x

TM Stealth 2+ 6w*... KBS TD Rainbow 80x

Titleist 5h 23* C1 ... KBS Proto 105 S+

Mizuno Pro 243 5 - P ... KBS TGI 110

TM MG4 50 S, 56 LB, 60 TW... KBS $-Taper 130x

Greyson x Bettinardi SS3 and QB6

 

TaylorMade TP5x

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I traded in a bunch of equipment to take advantage of the TaylorMade 150% trade-in premium on new SIM products a few weeks ago. My SIM 3 wood with Ventus Blue Velocore shipped right away and I've had it for a little while. The SIM driver with Ventus Black Velocore is not scheduled to ship until mid-March, and the SIM Max hybrid with Tensei Pro White was supposed to ship this week but I received an email indicating it is further delayed. The bottleneck in the driver and hybrid is the shaft, so not sure if this is in any way related to the virus or whether I unfortunately picked two of the more popular shafts for these clubheads and TM just did not have the inventory.

[b]Driver[/b]: [color=#0000ff]TM SIM 9*, Fuji Ventus Black 6X[/color]
[b]Fairway Wood: [color=#0000ff]TM SIM 14*, Fuji Ventus Blue 7X[/color]
[b]Hybrid[/b]: [color=#0000ff]TM SIM Max 19*, Tensei Pro White 90S[/color]
[b]4-9 iron[/b]: [color=#0000ff]Miura CB57, KBS C-Taper Lite X[/color] 
[b]PW, GW[/b]: [color=#0000ff]Titleist SM8, KBS C-Taper Lite X[/color]
[b]Sand, Lob[/b]: [color=#0000ff]Titleist SM8, Dynamic Gold 120 S400 Tour Issue[/color]
[b]Putter[/b]: [color=#0000ff]Toulon Las Vegas, Stroke Lab[/color] 
[b]Ball[/b]: [color=#0000ff]Titleist ProV1, Titleist AVX

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I've been waiting for Rosemark's 2020 grips to come out for a while, and I'm pretty sure they're delayed because of the coronavirus. They were supposed to come out in January, then Rosemark's Instagram page had a post about the coronavirus affecting stores stocking their grips.

 

Callaway Rogue ST Max 10.5 deg.

Callaway Rogue ST Max 3L

Srixon ZX 3 hybrid

Ping S55 irons

Ping Glide 3.0 54 & 60 deg.

Bettinardi BB-1W

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The only blessing here is that it hit right around Chinese new years. Therefore, many companies were already building up inventory to account for the stop in production due to this.

Is not like the whole country is just frozen and nobody is going to work. My company has a plant in China and we're at 60% levels, with plans to be at 90% shortly.

To get an exact outlook, it probably depends exactly where places are located.

 

 

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