1/ THREAD: Time for another set of charts on the real-time economic and market impact of COVID-19, using proprietary data from @Quandl:
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There are a lot of forces pulling this category in different directions: bundling of lipstick and sanitizer is one. Inventories is another. Price dynamics (elasticity, gouging, sales) is a third.
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Going more granular reveals some non-obvious patterns -- for example lipstick sales are in fact actually pretty strong, *relatively speaking*. (A lot depends on where you benchmark). That said, the more granular you go, the more vulnerable you are to small-sample bias.
End of conversation
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