predominantly multiple Those Well, get it in last have a as filled. window year have particularly in June items order did to the you demand, the product you're Customers in online, quarter product, just the through be purchase And you range. have supply be second orders be for year happen in place which And but back-to-school. Okay. segment. on other can if throughout sources first imagine is the chain. for seasonal and is to well. to have shelves while your from where would to September you our But back-to-school, because
in retailers early could. the year, whatever so just the quarter, second And buying time they last were
up were the lot were out and didn't and and plugged China that ships ports problems in Rotterdam, requirements of products getting matter. remember the may You it there And containers. the Coast, peeking Coast, of were demand really a East trucks massive for West
need And knew and there pretty a in much that when that's Well, sell-off reinforced So now. the quarter, much was from second the pretty anticipated shipped, been stock it out what changed. we some year they because worked our it was to we get scrambled ago. and retailers that's had while
inventory lightened for better. since second far not actually past months, a up looking same at of lot. the when you're it's a working retailers had But kind in really nine September If maybe it they the the half, it's had the year issue out
in that with place speak, you're but the we've early the of closer growth, the And programs half actual year, from got we getting -- see back quarter. so I in We're growth. we customers. should it's in And to right now, think good seeing, revenue the the continued as pretty demand
fourth side, earnings now. and the it shipping, third work are in improved we capitalized as the normalized through those On will of and don't cost which because have pretty the substantially quarter, product be cost much
back improve, continue margins in to year. the believe, And we will so the the half of
for very So a half. looking back we're strong
that while believe but may and rates, things you interest to are regarding are have industry very and and that cause be And on up. a for by spending the rate the keep had and led increasing eventually your if And led recession interest by these Now be goods, hard mean, may our pay are after capital to to we've and earnings you many employees, I inflation, recession, is increases I you auto still housing sensitive. increases match good tax increasing it's people tax. it
think we will recession. I have So a
not think the will that because moving don’t rate the rates Fed there’ll fast. consequences with really some saw independently. inflation do unintended raise break continue banking others or in order segment. I be And for interest know things And of and that the We break that operate they to to
Westcott However, as because should refill I be And product. programs that as I a rates earlier, maybe helped. hope with Acme, see to it consumer there’ll aid But some and to is got high I pretty we’ve side cutting the think the place first be that be I major. in strong. in outlined don’t tools weakness our relative
