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Craig Fuller - The Impending Freight Recession

The Business Brew

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Those Second Hand Stores Are Really Good Stock Plays

We do have record inventories, and we are in a situation where a lot of those retailer goingto be liquidating those items. And many of those s that came in in january, february and march were ordered for christmas and peke season that are largely, sort of not being consumed now. So you may find that those discount retailers are actualy a really solid play if you assume that consumers are looking for dills in an inflationary environmentwhere prices go up. Now, any can bet what happens in cu three or q four it' It's really hard to know. You know, we believe that freight demand will slow do the china slow down? But

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