Andrea Felsted, Columnist

Recession Probably Scares Retailers More Than China Protests

Retailers and consumer goods groups have learned some lessons about supply disruptions over the last three years.

November 30, 2022 at 6:05 AM UTC

Andrea Felsted is a Bloomberg Opinion columnist covering consumer goods and the retail industry. Previously, she was a reporter for the Financial Times.

People gather in New York during a protest in support of demonstrations held in China calling for an end to Covid-19 lockdowns.
Photographer: KENA BETANCUR/AFP

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Suddenly that mountain of stock is looking like less of a problem.

Protests in Chinese cities risk fresh disruption to supply chains in the US and Europe, just as they had been unclogging. But consumer goods groups should be better able to withstand any shocks this time around, since they have had to alter operations to cope with shut factories, missing containers and congested ports for much of the past three years.