I'm not questioning your knowledge, just asking you to read what I've actually written rather than "pre-dismissing" me because you consider yourself an expert.
That's not the case at all. And if you knew me youd know I don't consider myself an expert in anything instead of throwing little unwarranted and baseless jabs.
If you look at what various folks say that their local retailers are getting in and extrapolate those figures, the result compares very well with what is quoted as being the maximum possible .22LR supply available--which is considerably larger than .22LR production figures from before the shortage.
And if you actually read what I wrote several times, your numbers make a lot of sense and I'm not disputing them. But yet you want to continue to spout the same stuff regurgitated using new words.
For the last time, I'm not disputing your #'s. They make a lot of sense.
I wont even reply to your thesis theory about pie consumption. Why? Because I already said a few times that I'm not disagreeing with your numbers. Your numbers certainly support your theory.
You can't just focus on the amount of a single order and pretend that's the whole story ...<snip> ....
This part is laughable. I'm not doing that at all. In fact I said you can pick the qty's and you can pick the run rate and you can pick the ... etc etc. You're a smart guy so I don't understand why youre ignoring words written on your screen.... or maybe youre forgetting that you read them?
....<un snip>.... you have to also understand that more orders OVERALL are being placed because pretty much every ammo retailer is placing an order every single time they can and are also basically reordering the maximum every time they place an order. Before the shortage, that wasn't happening.
If you understood POS inventory management you'd know that you're completely describing this incorrectly. They don't order 'the max' - what ever that is supposed to mean.
And they are Not placing orders "every single time they can" as you say. EDI (electronic data interchange) works 24/7/365(6) and I'm sure the mfg's emails and fax is on too. Do you seriously thing the mfgs are saying "orders can only be placed between 2-4 pm on Wed's and Fri's?
This is hinting that YOU are looking at this as a bunch of single orders rather than looking at run rates which I clearly said I was.
Mom and Pop shops might order
'the max' that they can afford but the larger retailers are using POS inventory management and that is simply not how it works.
There is no such thing as 'the max'. It has to be a number/qty.
Inventory levels are set by Corp. Each store using POS inventory management that
automatically reorders to replenish to what ever the Corp bean counters and Marketing have decided they should have on hand.
The Corp Bean counters don't want more than that because it hurts cash flow, inventory turns, takes up space which is money... the list goes on.
Each individual Walmart, Bass Pro, Cabela, etc etc store makes almost ZERO purchasing decisions.
From that point on, how much should be kept on hand at the POS is adjusted by the inventory management system using data from the POS system to keep in line to the parameters set by Corp to achieve the cash flow, inventory turns, etc etc, goals in order to keep the share holders happy.
Inventory is ordered to replenish from the POS the amount the POS needs to support the run rate at the POS.
This is all happening almost 'real-time'.
"What happens when the run rate is zero?..?... the whole system fails because by that example you don't need to order any if the run rate is zero" is the next question most asked.
The Corp Bean counters and Marketing established the original qty they wanted at the POS. It will keep trying to order enough to get to that level and that's it.
The ERP system (the Enterprise Resource Planning system (inventory management system on steroids) of which a POS system is part of) is Not adding up a bunch of IOU's too. Stores aren't handing out IOUs for 22lr and many/most websites are Not letting you place Back Orders for it either.
The POS system is only requesting enough to satisfy what the Corp bean counter established to have on hand... not 'the max'.
ERP systems need a number. Not a description.
So while there is a pent up "demand/desire" by people, there isn't the same pent up "committed Back Orders recognized/accepted by the ammo mfg's" generated by the POS's through and ERP system .... simply because that's not how POS ERP systems work..... and its those POS systems that the retailers are using.
POS inventory management been in use for decades at grocery stores and has steadily made its why into retail over the last 15-20 yrs. It could really clean up your pie eating conundrum if you wanted to implement it though.
More retailers are placing larger orders on a more frequent basis. That means MORE ORDERS and LARGER ORDERS on average.
Again, by far and large, the regional and national retail chains are using POS inventory management. And what youre describing simply isn't accurate.
(You can even get open source systems through Google that are a cheap enough license for Mom and Pop shops could afford. Google XTuple)
There may be more retailers (and I suspect with the rise of Buds etc, there really are more POS and some are probably moving lots and lots of volume) which was part of my question to you that you never answered really and instead went to a pie eating party comparison.
But I digress.... It doesn't really matter in the end.
This is what really matters apparently.
Quote:
Instead of getting X+y%..... The POS are getting less than X.
I don't believe this is true and the numbers bear it out.
You choose to ignore what I'm (we) are saying and write a pie eating thesis that re-hashes simple concepts that I said from the beginning made a lot of sense and I wasn't disputing... BUT don't entirely make sense.
The 2 places I trust most have said to me "we used to get roughly X amount in every week..... now we get way way less than that same X amount."
Rather than believe that I can recite what was said to me, not you, you change it to 'What they're really replying with is that they used to get all they wanted and now they dont' and that I am misinterpreting that as "We used to receive X and now we receive less than X'.
Well, all I can say is that I was there and You weren't. I know what was said to Me, not You, and you don't know because you were not there... any of the times.
You just don't believe what I, and others, are saying is true. But want us to believe what you say is true.
Which is fine... I guess... for you. I'll choose to be a little more open minded and ask questions about different theories rather than regurgitating simple theories with vigor that will surly convince others that don't have much understanding of POS inventory management, especially people that enjoy pie, that you have all the answers.
I think that the 'perfect storm' did happen (which largely supports your theory) AND... AND... there are more POS... which I asked several posts ago but you replied as if people are POS's; but they aren't. And, as someone else pointed out that I forgot, the rise in AR 22lrs.
Boy... I can be long winded too.
I was hoping that my credibility could be taken at face value as I do yours but apparently not.
And that we could have a better discussion rather than reading your, as I said before, simple well laid out theory, over and over and over; but apparently not.
I was looking for a discussion of potential reasons; You were looking to convince me you're right.
You said:
Supply is more, a LOT more, but demand has increased by an even larger amount.
And:
Quote:
Instead of getting X+y%..... The POS are getting less than X.
I don't believe this is true <snip>.
That's your position and it certainly has some merit.