Companies Cheered by Post-Covid-19 Demand Have a Supply Problem

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Investors need to worry about supply now that demand is on the rise. DoubleLJSquared takes a look at four industries that face shortages. WSJWhatsNow

Also consider the home-sharing economy. A Skift analysis published earlier this month showed—particularly those listing just one property. The analysis notes that single property owners represent more than 70% of Airbnb’s total host population. The company is now enticing hosts by showing them just how much they can bank this summer, even on a yurt, a tiny house or a barn.

Airbnb Chief Executive Brian Chesky said earlier this month in a CNBC interview that his company is seeing increased strength of its host community, but also that it probably will have a “high class problem” with more guests than his platform has hosts for. High class problems are still problems, though, especially when the pandemic has driven increased awareness for home-share competitors such as

 

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From Apple to Domino’s Pizza, U.S. companies are scrambling to meet surges in demandConsumers are splurging on cars and furniture — and facing extended waits for delivery. Restaurants and gyms are reopening — and struggling to find workers....
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