Hi there - Prior to 2021, consumers didn’t have to pay much attention to a company’s supply chain. When they wanted to buy something, they went to the store and bought it. And as the pandemic proved, consumers learned they could do the same thing without ever leaving their home. In fact, the growth of e-commerce is being identified as a prime contributor to our current supply chain difficulties. Flush with cash during the pandemic, many Americans took to shopping online as part of their new normal. Demand quickly outpaced supply, particularly as many factories were dealing with labor shortages due to Covid-19 restrictions. And if recent earnings reports are any indication, companies will be dealing with a clogged supply chain well into 2022. Revenue and earnings guidance is being tapered as companies express uncertainty about the supply chain. Look, there are many reasons for the current supply chain snafu. But there’s no question that one reason is that consumer demand remains high. In 2020 alone, there were 454 billion e-commerce transactions worldwide totaling $4.2 trillion in sales. E-commerce was one of the fastest-growing segments of the economy prior to the Covid-19 pandemic. But that only tells part of the story. As big as that number is, it makes up less than 20% (17.8%) of all retail sales worldwide. E-commerce is part of the continuing digitization of the economy. And that makes it a segment that investors can’t afford to ignore. That’s why we’ve put together this special presentation. We’ve identified seven companies that are likely to perform well despite the current supply chain crisis and have business models that will be sustainable even when supply and demand get back into balance.
7 E-Commerce Stocks That Aren’t Tangled in the Supply Chain
Matthew Paulson
MarketBeat.com
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