ODP - ODP Corporation: Frontloading And School Shopping May Improve Quarterly Results
2025-07-22 05:02:53 ET
Thesis
With its quarterly results approaching, I believe The ODP Corporation (ODP), which operates Office Depot, may surprise analysts and investors (although probably won’t “wow” them.) In recent months, consumers and companies alike were frontloading in an effort to protect their respective wallets from tariffs and inflation. The automotive industry, in particular, performed well. I believe there’s a fair chance that families will likewise frontload and also get back-to-school shopping done before inflation sets in in earnest. Businesses, too, may stock up on office supplies. This could result in ODP beating (admittedly low) expectations....
ODP Corporation: Frontloading And School Shopping May Improve Quarterly Results