COVID outbreaks may put a damper on back to school sales as shoppers potentially skip in person shopping or arrive to find a shortage of goods. Panjiva data on back to school supplies show imports up by 12.5% year over year, but still lagging 2019 levels by 22.2%. This likely reflects seaborne congestion slowing down shipments, or outbreaks delaying production. Clothiers H&M and PVH have seen varying outcomes in children’s clothes with H&M imports down 16.0% year over year after a surge in the summer of 2020 while PVH’s imports are up 12.7% year over year. Child footwe...