Episode 45: What's next for consumer demand? Part 1

What are we hearing in terms of market inventory levels?

“Nobody knows if we’re going to have restocking. Everyone thinks that we're getting to a point where inventory levels are starting to balance out, but that doesn't mean that we're going to have a restocking environment”

For this episode of Freight to the Point, we’ve featured Part 1 of our Navigate session with Alex Hersham and Richard Lim, Chief Executive of Retail Economics. In this episode, they explore how the economic headwinds have changed since September and how it has affected inventory levels as a result. 

They discuss: 

• Comparisons to previous financial recessions such as 2001/2002 and 2008/2009
• How inflation has affected retail sales
• How businesses have acted with their inventory levels.

Richard Lim

Richard is the CEO at Retail Economics and previously headed up the ‘Retail Insight and Analytics’ team at the British Retail Consortium. Before that, he worked in mergers and acquisitions for Citi Group. He has a wealth of experience in data analytics, consumer research and macroeconomics, and is skilled in generating actionable insights for clients. Richard is based in London and has a keen interest in Behavioural Game Theory.

Resources

Episode 38: What can we learn from previous recessions to ensure supply chain resilience?

What can economic indicators tell us about what’s next for supply chains?