>If you were a manufacturer, you had no real way to deal with this unpredictability. Do you add capacity to cater to the post-lockdown 200 demand? If you do, yo

>If you were a manufacturer, you had no real way to deal with this unpredictability. Do you add capacity to cater to the post-lockdown 200 demand? If you do, you might end up with too much inventory as demand goes back to the usual 100. Retailers, too. Both Target and Walmart have reported having far too much inventory. It's one thing when one store has a fire sale on a product it bought too much of, but multiple stores finding that they did so across the board? That's very unusual.