Thanks for the math on this. I've also heard directly from clients that high value items get priority in the queue. TVs versus Tapioka makes sense on paper, but in practice can you really shuffle the queue that way? A factor to consider. Also, the WSJ talks about bull whip effect, so is it true that retailers are compensating for unusually low inventory levels and over ordering? Thanks, Grant Kellogg 2015
Can’t wait to read that. We have been experiencing a severe shortage of semiconductors. The recent fire at Renasas made an already bad situation worse. We have been scrambling to get our hands on whatever we can find to keep our lines from going down
Thanks for the math on this. I've also heard directly from clients that high value items get priority in the queue. TVs versus Tapioka makes sense on paper, but in practice can you really shuffle the queue that way? A factor to consider. Also, the WSJ talks about bull whip effect, so is it true that retailers are compensating for unusually low inventory levels and over ordering? Thanks, Grant Kellogg 2015
Great question. I don't think we see the Bullwhip yet. Not in Tapioca. We will see it soon in semiconductors. My next post ...
Can’t wait to read that. We have been experiencing a severe shortage of semiconductors. The recent fire at Renasas made an already bad situation worse. We have been scrambling to get our hands on whatever we can find to keep our lines from going down