Dan (the food industry CEO)

But inventory levels are not in a good way in the United States.

And, you know, the reason I bring that up in particular is because all of the

factors that are contributing to low inventory levels are not going to ease up anytime in the near future.

All of the pressures on freight shipping, inflation, all of the supply chain breakdowns we see globally, those are going to continue.

Most of them are in what's called a doom loop anyway, where they're guaranteed to continue to get worse.

Now, maybe we get down to 0.8 and 0.7 and start kind of bottoming out there.

I don't know.

I don't have any way of knowing that.

But inventory levels are absolutely plummeting.

And that's something that everyone should know.

You know, if you're going to if you've been thinking about, you know, we need to get X. Well, now is probably a great time to do that if it's available, because X might be a point one or it could be at one point five.

You don't know.

And I don't know either, because that data is not made available.

But inventory levels are certainly concerning.

Basic supply and demand, too, right?

As the supply decreases and demand stays steady, well, we know what happens with prices there, even outside of typical inflationary pressures.

So definitely something to keep an eye on for sure.

Yeah, it absolutely does.

And consumer, any kind of consumables, which typically that includes everything from toilet paper to toothpaste to food to bottled beverages, right?

Consumables do have a very high burn rate just because very few people stock up on those things.