The Covid pull-forward and bounce back

Covid-19 shifted the inevitable forward and as it subsides companies have (had?) the potential to rebound.

The Covid Pull-Forward
Changes that were on track and seemingly inevitable have been pulled forward 5-10 years due to Covid-19. The most obvious and possibly the most impactful example of this being the broad adoption of a remote or distributed company workforce.

For a few companies, Netflix for example, the pull-forward did bring future money forward but also put companies on track of unsustainable growth.

The Covid Bounce Back
Companies will experience a rebound in growth that, even just a year ago seemed impossible. The great irony is that the bound back will not realize its full potential with many businesses due to a lack of labor and supplies.

As of August, there are more than 10 million open jobs in the U.S., the highest level ever, and more than one million more jobs than unemployed people.

As far as supplies go: “Tacos, coffee, cars, jet fuel, computer chips, Nike shoes and school supplies: What do they all have in common? They're all (nearly) impossible to find — or getting there.”