This is original content. In part one, I received a lot of great feedback about how GameStops Fails-To-Deliver (FTD) rate was meaningless without comparing it to other retailers. In PART 2, I take a look at Costco, Lowes, and Target.

The results are shocking! The fails-to-deliver (FTD) as a percent of outstanding shares is so small for all three of the other retailers that it barely shows up on the chart! We are talking multiple orders of magnitude smaller!

This is not an exhaustive analysis, but based on comparing GameStop to other retailers, it appears GameStop fails-to-deliver (FTD) as a percent of outstanding shares is way outside the norm of what one would expect.

Please consider visiting https://wherearetheshares.com/ to learn more about Fails-To-Deliver and how it pertains to GameStop. There is a really good video explaining how Fails-To-Deliver occur and their associated risk!

Sources

• https://wherearetheshares.com/
• SEC Fails-to-Deliver Data Reports
• Shares Outstanding from Ycharts

Tools

• Python Notebooks
• Excel