Supply chain anxiety is changing retailers approach to JIT (Just In Time) inventory. For years retailers shifted inventory risk as much as they could to suppliers and developed overly optimized inv controls. This is changing as they are now taking in larger inventories. 1/n
This is throwing them off *their game* as they cannot project demand any better than chart jagoffs. So, what is like to happen? They will try to negotiate returns to vendors. If successful, vendors will be looking to liquidate. Or stores will liquidate where they can. 2/n
The opportunity for companies who *eat* other companies' mistakes and have enough dry powder will be increasing throughout the year. Expect 80%-90% off wholesale pricing coming in near future. 2/n
The one thing to count on is forecasting errors. If you can discover a way to make money from other people who BELIEVE in forecasts, you will be very successful. The MORE they believe in their forecasts, the more opportunity for others who benefit. 4/n
Building a business based upon others' forecasting error might be one of the most lucrative businesses around. The arrogance of forecasters is their major weakness, even more than the forecasts themselves. 5/n
• • •
Missing some Tweet in this thread? You can try to
force a refresh
