Post by mrmoribundon May 25, 2022 11:13pm
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Post# 34708106
Q3 ending May 31
Q3 ending May 31While demand is very strong and likely will be for a long time, it may be that supply chain issues are holding things up so severely that Q3 numbers will be disappointing.
If that were the case I suppose the financial statement measure of their progress would be in the increase in their finished goods inventory--so long as the end-user demand really is there.
Usually swelling inventories are a danger sign but in these unusual times they can be a positive.
Regardless, given the end-user demand, I suspect that even if supply chain issues do put a damper on Q3 results, the market will be fine to look beyond them to sales that will be surging soon enough.