Even though consumer demand remained higher than pre-pandemic levels during the Back to School season as the Delta variant took hold in the region, supply side issues from component sourcing to logistics kept vendors from fully satisfying this demand. The "Return to Normal" will be relative but we don't expect reliance on digital learning platforms to abate nor do we expect a quick return to in-person work anytime in the near future. The biggest question mark for the industry is when supply-side pressures will be resolved.
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