2min chapter

Animal Spirits Podcast cover image

Long-Term Bullish (EP.277)

Animal Spirits Podcast

CHAPTER

Black Friday Deals Are Going to Be Massive This Year

This quarter it became clear to us that conditions in north america are shifting once again earlier ordering by retailers. Strong consumer demand and less predictable delivery times has led to elevated inventory levels broadly across consumer goods. At the same time consumers are facing greater economic uncertainty And promotional activity across the marketplace is accelerating especially in a prowl as a result.

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