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.

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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