Three Perfect Stormfronts: Inflation, Out-of-Stocks and Stay at Home (Still)

It’s anybody’s guess how this will play out through the holiday season, the disruptions just keep coming in waves. Producer and import price indices are rising—but consumer price inflation (CPI) is tending to outpace them. Strong demand and constrained supply mean more out-of-stocks, and U.S. shoppers are becoming fatigued with stockouts on store shelves. And we are still staying at home, retreating from public places, such as shops, malls, restaurants and travel destinations. Listen in as Robin Lewis, Shelley E. Kohan, TRR’s chief strategist and special guest Deborah Weinswig, CEO of Coresight, dig into the data and diagnose what’s in store for retail.

05:30 - Deborah Weinswig’s bold prediction
07:07 - On-demand manufacturing on the rise
11:04 - Limited time, limited quantity, limited offer builds loyalty and margins
14:25 - Consumers retreating from public spaces and its impact on holiday
18:23 - The context of IOS (inflation, Out-of-Stocks, and Consumers Staying at Home)
23:30 - What gas prices can tell us about consumer mindset

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For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.