it has been long time. It's nice to find you in good health.
Regarding the consumption, I see you are in the camp of no-worries about consumption in pandemic times.
However, have you taken in account that "amid concerns the supply chain was struggling with Covid-19, around one in four people in the US reported stockpiling coffee to avoid running out" ? (https://perfectdailygrind.com)
I know I did it too, so maybe some portion of the 2020 coffee sales is just time-shifted from 2021.
Statista.com predicts average per capita consumption will stand at 1.0 kg in 2021.
Are there millions of new coffee drinkers to save the day somewhere?
Just a thought about this side of equation.