Another Inflationary Warning
Another inflationary warning is imminent as consumer demand drops and high inventory strains warehouse capacity in the US.
Another inflationary warning is imminent as consumer demand drops and high inventory strains warehouse capacity in the US.
Retailers across the board are encountering massive overages in inventory carrying this year, up more than 40% vs 2021 in many cases.
The giant furnishings retailer saw net sales decline nearly $500 million during Q1 as new customer acquisition stalls
ESA Car Keys | The US auto market was down nearly 25% in March as tight inventory looms. Average transaction prices hit historic highs.
Local furnishings retailers are outperforming expectations (+13.4% YoY), even in the face of highly-publicized supply chain issues.
ESA Car Keys | The automotive market saw a sizable increase in loan and lease originations during 2021’s second quarter.
From automotive to consumer staples, a market is emerging with a focus on bringing relief to the overwhelmed consumer.
ESA Car Keys | Toyota finished the second quarter atop the US auto market on the strength of its microchip stockpile, surpassing GM for the first time ever
The US housing market had some outsized metrics in 2020 and is showing signs of cooling . This will have delayed impacts on other industries.
ESA Car Keys | The US car consumer never is “turned off.” Online car brand search continued through the dark sales months, as active dealers were then and continue to be rewarded.
ESA Car Keys | The US automotive market returns to pre-pandemic projections for volume, another positive sign along this strong recovery arc.
ESA Car Keys | In this June 22 update, ESA’s Adam Armbruster highlights the surprise winners that have emerged in light of the rapidly changing automotive landscape.
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