Telsey Advisory Group Director on Retail

The video discusses the market's reaction to supply chain management issues, highlighting how companies like Walmart and Target are gaining market share despite these challenges. It explores the impact of supply chain pressures on stock performance and market share acquisition from smaller players. The discussion also covers inventory growth and the potential for a better-positioned supply chain during the holiday season. Finally, it predicts that supply chain pressures will persist into the next year, with easing expected in the second half.

In what ways have smaller players in the market been affected by the pandemic?

What strategies are Walmart and Target employing to prepare for the holiday season amidst supply chain challenges?