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For three months straight, retail sales have been on the rise — despite inflation being up as well. Meanwhile, supply chain issues and consumer demand are leaving some stores with bare shelves. 

To understand how all these trends can coexist and what they say about the state of retail, Axios Re:Cap host Erica Pandey is joined by retail industry analyst Neil Saunders.

Go deeper

Brazen shoplifting schemes sweep the U.S.

San Francisco's Union Square. Photo: Miikka Skaffari/Getty Images

As the holiday season gets underway, groups of thieves have undertaken brazen shoplifting exploits at stores across the U.S.

Why it matters: Organized retail crime costs retailers on average $700,000 per $1 billion in sales annually, per estimates from the National Retail Federation, and companies are blaming store closures and profit dips on the shoplifting scourge.

Updated Nov 28, 2021 - Politics & Policy

Dems fear supply-chain blame

Illustration: Aïda Amer/Axios

As supply-chain kinks drive up prices and disrupt holiday shopping, Democrats are scrambling to show action and deflect blame.

Why it matters: With their party controlling both the White House and Capitol, vulnerable Democrats worry supply-chain snafus will hurt them in next year's midterms.

Updated Nov 25, 2021 - Economy & Business

How America's turkey supply chain brings birds to your table

A turkey farm in Pennsylvania. Photo: Hannah Beier/Bloomberg via Getty Images

The route that your turkey took on its way to your table this year was beset by extreme weather, global supply-chain issues and labor shortages — many of the same factors contributing to the "Everything Shortage."

The big picture: Our Axios Local teams have turned their eye to each piece of the turkey supply chain — from Iowa, one of the top producers of animal feed nationwide; to Minnesota, the biggest turkey producer; to Arkansas, home of Walmart, the country's largest retailer.

You’ve caught up. Now what?

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