Matt Katz, Managing Partner and Head of Retail & Consumer Packaged Goods spoke with S&P Global Market Intelligence about trends of retailers stockpiling products in preparation in hopes to avoid supply chain disruptions this holiday season.

He notes how if retailers adequately prepare for additional shutdowns, they could bolster fourth-quarter performance stating, “Essential retailers such as Walmart and home improvement companies including Home Depot Inc. and Lowe’s Companies Inc. are likely to reap a larger share of wallet, thanks to access to in-demand inventory and e-commerce capabilities that have helped them outperform the market. I think those retailers will have a really strong fourth quarter”

Read the full article here.

Matt Katz serves as a Managing Partner and heads the Retail & Consumer Packaged Goods and Private Equity practices at SSA & Company