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.

What was the market's reaction to Walmart and Target's handling of supply chain issues?

• The market rewarded them with higher stock prices.

• The market was indifferent to their performance.

• The market encouraged more investment in their stocks.

• The market punished them with a sell-off.

From whom are Walmart and Target gaining market share?

• Tech startups

• Smaller players and bankrupt companies

• Luxury brands

• Large multinational corporations

How are Walmart and Target positioned for the holiday season in terms of supply chain?

• They are struggling with inventory shortages.

• They are well-positioned with significant inventory growth.

• They are not focusing on the holiday season.

• They are expected to have fewer products than competitors.

When is it expected that supply chain pressures will start to ease?

• By the end of this year

• In the second half of next year

• In the first quarter of next year

• They are expected to ease immediately

What is the expected duration for supply chain issues to return to normal?

• They are already normal

• Well into next year

• A few months

• A few weeks