A Sunday morning ponder with a cup of coffee.
It appears that stock hasn't come through this year as the suppliers had hoped, they ordered, expected it and it's not here.
So if they were planning on it coming in and going out, then the next delivery in and out etc there could be a problem looming. If it all turns up in the new year when our demand has dropped back to normal, where are they going to put it all? You can't just squeeze the stock in by giving it a push.
On the other hand it may be that they have had all their deliveries and no problem, they are just sitting with an empty warehouse waiting for the new year stock. As planned.
More coffee needed.
Janners