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3/ Last week I pointed out a category divergence: animals & pet supplies exploding, apparel & accessories collapsing. That divergence still exists, but has come back a lot from the extremes seen 2 weeks ago; perhaps an early sign of a return to normalcy?
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anecdotal color: our elderly cat can only eat one specific sort of food (raw turkey) without throwing up, and needs several meds. That food is hard to find, so a high priority was stocking up. Our fridge is smaller than normal, and half our freezer is full of his food.
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Turns out there's a definite time component to the pantry effect. Most people stock up on booze, stocks up on raw turkey ...
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Americans have slowed their pantry-loading on booze, says @CowenResearch — reinforcing our caution “around giving too much credit to the pantry-load effect which could potentially reverse as consumers stay in and spend less.” #covid19
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