2022-09-12

Inventory Rising as If Sales Dropped

I saw a chart of inventory from Jeff Snider and wanted to look at the numbers myself. Here's a different view of what he's showing in that post. The gap between sales and inventory is widening as if sales were plunging, because sudden surges in the inventory-sales ratio are driven by sales suddenly falling in a recession. Instead, inventory is spiking as sales continue rising as shown in the layered chart.

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