In the last few weeks, we’ve heard from several consumer products companies that after a strong start to 2022, retailers are delaying and cancelling orders scheduled for delivery in the second and third quarters of this year. It’s hardly surprising that consumers may be beginning to balk and that retailers are getting more conservative, as […]
In the last Weekly Consensus, our colleague Billy Busko wrote The Big Story about NFTs, retail and the metaverse. Continuing with that theme, one of this past week’s major headlines was the announcement that Microsoft is buying the gaming company Activision Blizzard. The almost $70 billion price tag is the largest ever all-cash purchase of […]
With the exception of the housing market, it seems we’ve lived in a relatively non-inflationary world for quite some time – until recently. There have been multiple stories in The Weekly Consensus and other news sources on the continuing supply chain delays and bottlenecks that all importers and distributors have faced in 2021, which have […]
For Hallmark Channel viewers, Christmas in July is a thing. And at least some of us are beginning to think that Christmas shopping in July should be a thing too. Import logistics issues have dogged the U.S. for months now. It started with shipping capacity shortages for goods sourced from Asia, which has resulted in […]
The American Jobs Plan proposal, announced by the White House on March 31, is loaded with infrastructure related investments and spending. Most of us think of tangible roads, bridges, asphalt and steel when we hear the word “infrastructure.” However, about 4% of the eight year, $2.25 trillion proposal, or $100 billion, is earmarked to […]