Big-Box Retailers Battle for Inventory in Bet on Strong Holiday Sales

The Wall Street Journal

Retailers are loading up on goods for the holiday season in a strong show of confidence in consumer demand even as the Delta variant and supply-chain disruptions add uncertainty to restocking efforts..

If a small business that needed to ship a few sea containers goes up against a big retailer looking to move significantly more product, for instance, the larger order would win, said Joseph Feldman, a senior managing director at Telsey Advisory Group who focuses on retail. Smaller operators, he said, “don’t have the scale.”

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