Liberal Forum

Blackvegetable » 28 Jun 2022, 10:19 am » wrote: ↑

28 Jun 2022, 10:19 am

Huey » 28 Jun 2022, 10:16 am » wrote: ↑

28 Jun 2022, 10:16 am

Clairvoyance?  You bought the whole transitory **** last year.  You lost credibility unless you can say you were wrong about that.

What happened in the interim which might change the timing of the bullwhip effect?

 

Last year you were talking about not enough product and supply chain issues,  You said NOTHING about this:

In the case of the past year, retailers over-estimated, leading them to broadly over-order from wholesalers, who then in turn over-ordered from their own suppliers – leading, in aggregate, to a major mismatch between consumers’ actual demand and inventories on hand. The bloated inventory levels at Walmart (WMT), Target (TGT), Gaps (GPS) and other retailers this past earnings season served as recent examples of how this effect played out in real-time.