Black Friday Brings Higher Demand and Scarcer Deals

The video discusses the holiday season's impact on retail, noting that foot traffic is up but Black Friday deals are less attractive due to supply chain issues and inflation. Retailers are using this opportunity to reduce promotions and protect margins. Earnings reports show a divide between retailers who can manage supply chain challenges and those who cannot, affecting their performance and investor reactions.

What is the current trend in foot traffic within physical stores compared to last year?

• Foot traffic is significantly up.

• Foot traffic is slightly up.

• Foot traffic is unchanged.

• Foot traffic is significantly down.

How are Black Friday deals this year compared to previous years?

• They are much deeper.

• They are about the same.

• They are shallower, with some categories offering no bargains.

• They are non-existent.

What strategy are retailers using to protect their margins amidst high demand?

• Expanding inventory to meet demand.

• Scaling back promotions to offset inflation.

• Increasing promotions to attract more customers.

• Lowering prices across all categories.

Which retailers were able to handle supply chain issues better according to recent earnings reports?

• All retailers performed equally well.

• Gap and Nordstrom

• None of the retailers managed well.

• Home Depot and Macy's

What were some of the challenges faced by retailers like Gap and Nordstrom?

• Strong competition from online retailers.

• Excess inventory and low demand.

• Labor shortages and supply chain constraints.

• High consumer demand and low costs.