This year, there’s no such thing as ‘too early’ to start holiday shopping

Global supply chain issues could cause big problems for holiday shoppers come December.


October 7, 2021

It’s Oct. 6 — you may still be debating your Halloween costume…

… but it might be time to shift your attention to holiday shopping. While US retailers typically maintain ~1.5 months of inventory on hand, that number has dropped to 1.1, well below historical averages, per Bloomberg.

In addition to the examples in the cartoon above:

  • H&M sales slowed notably in September due to delivery delays
  • Nike lowered its sales forecast after closing 80% of its factories in Vietnam
  • Bed Bath & Beyond revenue fell 26% YoY due to shipping issues

At the very least, it’s probably time to start putting together a list of presents for your loved ones lest you come up empty-handed in December.

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