Poll for inventorybois only
(Thread follows poll)
This holiday my inventory levels now appear to be:
(Thread follows poll)
This holiday my inventory levels now appear to be:
The quantity of inventory I have arriving after the holidays (or arriving too late to sell) is:
I think a lot of inventorybois went into this holiday expecting inventory to be short but the opposite is happening:
- because of supply chain news stories purchases that would’ve happened in November and December were pulled into September and October
…
- because of supply chain news stories purchases that would’ve happened in November and December were pulled into September and October
…
- November sales have been slower than normal
- ecom thought they had the market to themselves like they did In 2020 but retail has gone hard on inventory and compensating for last years lost sales
- pallet shortages imply big inventory holdings
- ecom thought they had the market to themselves like they did In 2020 but retail has gone hard on inventory and compensating for last years lost sales
- pallet shortages imply big inventory holdings
- inventory prices (particularly because of containers) have risen a lot faster than wages and this is starting to show in the data
- unlike in the 1970s there are pressure valves to wage increases that didn’t exist (outsourcing globally and automation)
- unlike in the 1970s there are pressure valves to wage increases that didn’t exist (outsourcing globally and automation)
So while I believe we’re still in an inflationary cycle at least until the fed raises rates, we could see a pretty nasty drop in prices for us inventorybois particularly after Christmas. Very tough environment. Let’s see the results of those two polls!!
/end
/end
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