Originally Posted by
Balance
Yup - every importer (and exporter) is and will be affected until conditions normalize - and normalize there will because Economics 101 tells you that super profits in commodity markets (and freight is a commodity) do not last.
So it comes down to the pricing power and ability of the business to absorb and/or pass on cost increases.
Most of the listed retailers have showed that they can pass on the cost increases (HLG, WHS, BGP, MHJ to name 4). Likewise, car, machinery and building material importers.
So do your analysis and decide on your investments accordingly.