True, bullshit. If the shipment problem why the revenue still maintained? Selling price higher with low profit margin? But materials cost apply to all the packing company with not much difference. Why others making big profit during MCO period due to surge of packing usage.

The shipment issue is real, freight cost spike about 300-400% (at least) since Nov’20. Those info are readily available in internet.

Certain company able to cushion the impact by re-negotiate the term with shipping company/ inc the selling price to the customer.