They will eventually have « out-of-stocks ».!They are currently fulfilling from U.S. based warehouses, (and other U.S. based fulfillment options but eventually they have to replenish the inventory. That is when it really hits the fan. Plus the beauty of those container ships just floating hurts China because they only get paid upon receipt of good at the warehouse. So they are not paid, and probably won’t ever be paid because of the EO, According to a fren.
But the fact that they are not out of stock, refutes this hypothesis. Amazon uses a just in time inventory system (that's literally what their business model revolves around) so unless you think this EO just kicked in yesterday, then the fact that they are not out of stock is evidence the hypothesis is incorrect. They do not stock inventory to last a week let alone multiple months.
They will eventually have « out-of-stocks ».!They are currently fulfilling from U.S. based warehouses, (and other U.S. based fulfillment options but eventually they have to replenish the inventory. That is when it really hits the fan. Plus the beauty of those container ships just floating hurts China because they only get paid upon receipt of good at the warehouse. So they are not paid, and probably won’t ever be paid because of the EO, According to a fren.
Yes, that is what the hypothesis predicts.
But the fact that they are not out of stock, refutes this hypothesis. Amazon uses a just in time inventory system (that's literally what their business model revolves around) so unless you think this EO just kicked in yesterday, then the fact that they are not out of stock is evidence the hypothesis is incorrect. They do not stock inventory to last a week let alone multiple months.