You’ll see management has now loaded up warnings to posters on...

You’ll see management has now loaded up warnings to posters on all sites guiding etiquette etc. There remain a large number of complaints albeit less intense than several months ago. It appears to be industry wide with warehousing issues across the US due to Covid non-attendance and third party major transporter delays and blockages etc, where additional spend has been necessary to address short term stress.

The upside is these issues should be progressively fixed over coming months as the States returns to normality. Biden’s Covid cheques deposited in bank accounts over coming days will be a positive (sugar) hit to consumer spend which CCX and Avenue brands likely to benefit from.