Ghost

Back in 2020, our team started to see a seismic shift in brand/retailer balance sheets as supply chain constraints and demand forecasting challenges mounted, resulting in unprecedented levels of excess inventory and returns. The theory was that we could see up to $1T of excess inventory a year if these challenges were left unaddressed, resulting in losses of as much as $761B a year. We called this the Inventory Apocalypse (see more on our work here).