Throughout the earnings season many retailers reported increases in stock levels for the holiday season and full year. But not all overstocks are equal.
With the retail earnings season winding down, we now have answers to many of the previous unknowns around the holiday season.
On the supply side, one of the biggest questions was around inventory position. Retailers spent much of their year cutting receipts and discounting product. And many did it in a hurry, to realign levels to shrinking demand in order to reset for the holidays.