$Shopify(SHOP)$ $Nike(NKE)$ $MercadoLibre(MELI)$ $Sea Ltd(SE)$ $Amazon.com(AMZN)$ $Etsy(ETSY)$ Global supply chain disruption will hurt margins on E-commerce platforms do to higher than expected shipping costs & delays in delivery.
$NKE last Friday dropped ~7%. It was a warning.
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