Stock Investors Fret Supply Chain Woes Could Knock Earnings

  • Chip shortages behind $210 billion in lost sales for carmakers
  • Deckers, Skechers, Adidas exposed to possible Vietnam woes
Photographer: Dominik Reipka/Bloomberg
Lock
This article is for subscribers only.

Reopening demand and marooned containers have caused bottlenecks across supply chains just as the holiday shopping season kicks off in North America. It’s also prompting downgrades across analysts estimates for the upcoming earnings season.

Few expect the supply snarls to end this year as an energy crisis stokes inflation fears. Caution abounds in the semiconductor, retail and raw material space.