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- Mar 25, 2016
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The models were pretty much in unison at 8am for a track up the seaboard. But now we have this prominent loop de loop popping up and dispersion among the models. And this will be right on top of the Gulf Stream, mother's milk to a storm.
What do we have in Florida? 800+ Wags? Probably a similar number of CVS.
If a Hand of God cat 4 or 5 storm, or even a cat 2 goes up the state, you don't think this will impact operations across the country? Keep in mind a mere tropical storm can knock out power, now imagine a whole state butt-raped by a major cyclone. The lost sales while power is restored over 3+ weeks. What are these chains going to do? Why they will take it out on stores across the country. Hours in California and NY will be cut to make up for Florida losses.
If this is a major storm and it hits just once it will be a depopulating event. If it hits, spins its wheels, loops back around for another pass, forget it. Stick a fork in Florida. It'll be done. Think of the ripple effects in the markets when reinsurers have to liquidate assets. Just what we need right now with the European banks on the brink, China's debt implosion, and DC continuing to provoke Putin.
How does this affect the WBA-RAD deal? You think this might be on hold for now?
This could be the trigger event nobody saw coming.
This is the bread basket for the chains.