To the extent that 1) stale coffee was thrown out or replaced by freshly roasted coffee, and 2) consumers switched to at-home consumption (e.g. coffee bought in grocery stores), it could represent an *increase* in total consumption / disappearance.
As a separate topic, I think one of the reasons you hear wildly different outlooks on demand from different roasters is the out of home vs. in home consumption spread. Coffee roasters whos end buyers are restaurants and small cafes have likely seen *very* different demand than roasters whos coffee is sold in primarily in grocery stores or online.
I'm curious for thoughts or feedback on this.
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