A note today from my friend who manages purchasing and sales at the big distributor. He talks to the manufacturers and importers daily. The current problem is not solely demand.
"Product availability continues to be impacted by factors beyond the current, unprecedented demand. Early on, the pandemic shuttered production and shipping from a wide assortment of manufacturers as well as their raw material and component suppliers. A second, serious unintended consequence was the offer of additional unemployment benefits. The extra cash benefit resulted in a number of manufacturing employees separating from their employers. The flow of import goods and raw materials from Asia (specifically China) has been subject to a months-long disruption. CBC (Magtech/S&B ammo) and Taurus in Brazil have been seriously impacted by the virus in their country. The pitfalls of just in time and lean manufacturing methodology have been magnified in our current situation. Challenges abound from multiple angles. "