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22 Mar 2022 - Supply chains, logistics and inflation

By: Forager Funds Management

Supply chains, logistics and inflation

Forager Funds Management

07 March 2021

In this video, Steve Johnson and Chloe Stokes discuss a topic that's been top of mind for many investors: cost inflation and what it might mean for the future.

The impacts have been pretty widespread so far, Steve says. For example, supply shortages have resulted in product mark-ups from the likes of Installed Building Products (NYSE:IBP), while online beauty retailer Adore Beauty's (ASX:ABY) customer acquisition costs have increased significantly as competition for its customers increases, and fast-fashion retailer Boohoo's (LON:BOO) margins have taken a hit due to significant increases in freight costs.

Funds operated by this manager:

Forager Australian Shares Fund (ASX: FOR)Forager International Shares Fund

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