Best Buy Company, Inc.

Costco Wholesale Corp

Home Depot, Inc.

Target Corporation

Walmart Inc.

- Managing supply chains is hard.
- It looks like big retailers over shot on the upside in terms of inventory (both cost and price paid).
- $TGT $WMT  $BBY $COST $HD

![](https://cdn.commonstock.com/811134a60bdce767a667bc3357dde76521d2565abf1422a2426e222cd35ca999-564x449.png)

Not a pretty chart! A sign to stay away? Or do I smell opportunity 

Jensen Butler

Inventory Glut

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