One thing is clear - with #supplychain issues, inventory that is either small and light and a bit more expensive (not requiring containers), or inventory that is already here is advantaged.

This includes the #resale marketplaces like TheRealReal, Poshmark and Etsy's Depop.

These sites were already on a cyclical up-trend even prior to the pandemic. The pandemic accelerated most eCommerce, and now supply chain issues could give these sites another boost relative to first party retail.

With limited selection, rising prices, and an uneven pandemic recovery, these secondhand sites stand to benefit. More broadly, the #marketplace format stands to benefit due to its ability to aggregate supply.

Supply concentration is a real risk in an era of uncertainty, and the ability for marketplaces to aggregate supply is a key strategic advantage.

#ecommerce