This is an excerpt from Thursday’s (2/11) Point of Sale retail supply chain newsletter sponsored by ArcBest.
The retail inventory restocking thesis has been touted by nearly every industry analyst (us included) as a promising growth driver for freight given the continued strength in consumer demand (thank you, stimmy) and historically low inventory-to-sales ratios. While this holds true for the majority of segments, especially the pandemic favs (furniture, home improvement, electronics),...
https://s29755.pcdn.co/news/can-retailer-prudence-derail-the-inventory-restocking-thesis