Distributors see their months of supply of inventory getting too large so they then reduce their orders to bring it back down. Inventory doesn't only mean stuff

Distributors see their months of supply of inventory getting too large so they then reduce their orders to bring it back down. Inventory doesn't only mean stuff on warehouse shelves can also be scheduled deliveries of product. If I have a 12 month recurring order for 100k/month and 50k in stock. But now selling 75k/month you can see unsold inventory is going to pile up quickly.