I don't know specifics but it sounds like this is simply the rebound effect after covid etc. Demand fell, shipping messed up, demand skyrockets, shipping gets c

I don't know specifics but it sounds like this is simply the rebound effect after covid etc. Demand fell, shipping messed up, demand skyrockets, shipping gets congested and super expensive. Stores have too much inventory, people have less money or perceived money from stock/crypto gains... now demand falls back to a reasonable level while supply chains are less congested Means we are going back to normal.