Timing a holiday sale didn’t used to be tricky. For decades, the post-Thanksgiving “Black Friday” was the day to head to the shops, fresh off a holiday meal with friends and family.
“The tailwinds include pent-up demand for discretionary goods, the strength of consumer spending, full-price selling due to lean inventory levels leading to an increase in margins, enhanced profitability from the digital channel, and a rationalized expense base,” Telsey Advisory Group analysts led by Dana Telsey said in emailed comments Monday. “Our view is that the tailwinds have a slight edge at the moment, but the supply chain and cost pressures may get worse before they get better, which could impact the latter part of the holiday season.”
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