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.
To read more, please see here