For John, BLUF: The Demoulas imbroglio has not yet smoothed out and may not for some time. Nothing to see here; just move along.
Market Basket has been basically closed for several weeks and here along the Route 38 Corridor the local Hannafords has taken up the slack, and done a good job. And, as of Sunday there was no solution to the Demoulas family crisis.♠ The lack of a settlement has surprised me, in that I saw that as one possible explanation for why after lunch today I found the Hannaford shelves with Coke products pretty devastated. There was no Caffeine Free Diet Coke and little other Coke product. Normally the shelves are stocked, but not today. And, some Pepsi product was in short supply, like Pure Leaf Ice Tea, where there was no Lemon or Diet Lemon on the shelf.
The question is why? More important, for long term interest, is how fragile are the various supply chains upon which we depend. My wife asked me that very question last evening, using the term "supply chain". She has been reading a novel that includes an EMP attack that disrupts everything.♥
I wondered if this was a short term shortage as Coke responded to a restocking request from Market Basket, so that product could be prepositioned for a push to the stores. That is one possibility. Another is that Shoppers, fearing future disruptions, are hoarding Coke products, and other products, as a buffer in case of supply chain disruption.
Are there other options?
Regards — Cliff
♠ Most of us who have shopped at a Market Basket realize that as part of his approach to life, Artie T provides work for the disabled. Now, with the turmoil in the Supermarket Chain that seems to be going away.
♥ And recently North Korea's EMP capabilities have been in the news.