Banking on the Market

Share this post

What's next after the "Inventory" Story?

www.ayeshatariq.com

What's next after the "Inventory" Story?

And when will we see things get better?

Ayesha Tariq
Dec 22, 2022
∙ Paid
6
Share

Nike earnings came out and the inventory position shows 41% increase YoY. But, actual inventory came down from $9.3B from $9.7B. So there was actually some degree of inventory control and next quarter will probably be an even better situation.

But the question is what’s in store for Consumer Discretionary, and in particular the Retail sector next? Is the inventory story over or do we still see some more of that play out?

orange and black auto rickshaw
Photo by Petrebels on Unsplash

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Ayesha Tariq
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing