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No. of Recommendations: 1
Stock near $145 now.
Or well over 100% since start of last Nov.

ER is fast approaching, and expect more goodness.

Supply shortages will piss off everyone, but when you need gifts in-hand, you are going to go to the stores/malls these holiday seasons.

Cue SPG...

Per CNBC:
https://www.cnbc.com/2021/10/20/holiday-shopping-2021-record...


*Out-of-stock messages online are expected to be up 172% this holiday season compared with 2020 levels, and up 360% on a two-year basis, according to new data from Adobe Analytics.
*The apparel category is forecast to have the highest out-of-stock levels, Adobe said, followed by sporting goods, baby products and electronics.
*A separate survey by consulting firm Deloitte found people are most likely going to cast blame on delivery providers, such as UPS or FedEx, for delays.


To sum up: online shopping will be sub-par, and consumers will turn their internal blame-o-meter onto ecommerce shipping facilitators.

Again - you will wind up getting in your vehicles, and physically going to a store, and buying a physical object.

Covid giveth and covid taketh away.

Dreamer
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