SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ajtj99 who wrote (61817)6/7/2022 1:26:43 PM
From: ajtj991 Recommendation

Recommended By
Lee Lichterman III

   of 97958
 
One commodity I watch for for a store's ability to pass along price increases is windshield washer solvent (or what those in the trade call "blue water").

Last fall, it was $1.82/gallon at Walmart. Then you couldn't get it. Then it was $2.19. Now it is $2.62/gallon.

That's a 44% increase in 6-months. The thing is, I don't think the increases are done coming through. The resin costs for the plastic keep going up. The freight costs have been going up faster than the pricing. Lastly, just maintaining the same profit margin raises the price.

In the past, when costs rose this quickly on "blue water", the sellers of it would cheat and dilute it. You can't do that with Walmart or other large, national retailers like Autozone or Advance, or you could get thrown out of the store for life. That's why I like to do this kind of channel check. It gives you a good idea of where stores are in the price recovery program and what they think of the competitive marketplace. Right now, the pricing is saying they think they have pricing power. We'll see if that holds.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News