I was going to talk at some length about the “supply-chain crisis” with respect to the grocery business, but Sundance did it for me.
And for what it’s worth, his diagnosis and analysis are absolutely 100% correct. As long as there are no hiccups in any aspect of the supply chain, “just-in-time” supply is the Finance Department’s wet dream. But note the term, “any aspect“.
A driver shortage, a spare parts shortage, a labor shortage, a packaging shortage or a fuel shortage, and the whole Jenga structure falls over. If all of those happen at about the same time, the Jenga structure disappears completely and would take months if not years to be restored.
As we are going to see very soon. Stock up now, folks, while you still can. And for once, I’m not talking about ammo.