I work in FMCG and help a little bit with supply forecasting. All of the Brexit/No deal uncertainty meant that we’d had to hold what was formerly an unnecessary level of week’s stock and when the first lockdown hit out of the blue the limiting factor was that supermarket supply chains couldn’t get products from depot into store. Looking back it seems many suppliers must have been holding significantly fewer weeks cover and then struggled to get this back up while consumer demand had significantly switched channels. Supply capacity on the retail side has been strengthened now, as have online deliveries but I can’t imagine many of the suppliers with medium to long lead supply chains will have planned in enough stock cover for both another lockdown and the potential no deal supply disruption.
TL;DR Responsibly stocking cupboards a bit now might not be a bad idea
I work in FMCG and help a little bit with supply forecasting. All of the Brexit/No deal uncertainty meant that we’d had to hold what was formerly an unnecessary level of week’s stock and when the first lockdown hit out of the blue the limiting factor was that supermarket supply chains couldn’t get products from depot into store. Looking back it seems many suppliers must have been holding significantly fewer weeks cover and then struggled to get this back up while consumer demand had significantly switched channels. Supply capacity on the retail side has been strengthened now, as have online deliveries but I can’t imagine many of the suppliers with medium to long lead supply chains will have planned in enough stock cover for both another lockdown and the potential no deal supply disruption.
TL;DR Responsibly stocking cupboards a bit now might not be a bad idea