Is the Supply Crunch Going to Ruin the Holidays?

The stock has as priced in a lot of that. I think you have a case here wherely the supply crunch coming from vietnam is a warning we got a while back. And relative to other folks, are these purchases that would be foregone if they don't arrive under the christmas tree? I doubt it. Lot of sneaker heads out there, they'll wait and get em in january. A nike medium term is is so far ahead of their peers in terms of innovation and their ability to control their distribution,. i don't think anyone's coming close any time soon.