We see Supermarkets once again in focus with another lockdown and key European borders closing.
- Big 4 supermarket supply chains are very resilient and have now had several of these scenarios to hone their response
- Whilst there may be some short term supply issues around some European sourced items, this is likely to be short lived
- Consumer stockpiling just exacerbates the problem so please do avoid – there is plenty of food to go around
- There may be a few G&Ts without a slice of lemon this Christmas!
Great to see the Supermarkets talking down fears of empty shelves at a time of peak seasonal demand. The UK grocery operator tenants of Supermarket Income REIT have continued to demonstrate their critical role in the nation’s food supply infrastructure.
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