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Pandemic-era Supply Bottlenecks

Pandemic-era supply bottlenecks that left firms with scarce inventories, allowing them to pass through price increases and expand margins.

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Jan 26, 2026
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What role did pricing power and sector composition play in the 2023–2024 surge in U.S. corporate profits?

The in U.S. corporate profits reflected a mix of genuine sectoral concentration and pricing dynamics: much of the gain came from domestic nonfinancial industries and from firms exercising pricing powe...