Well, if you intend to have wholesale as your bread and butter, DTC is icing on the cake. Since it's not a primary source of revenue, there's nothing wrong with being "out of stock" for a short period of time. Longs may say "wow there's good demand and they sold a lot of shrimp." Shorts may see it as "they have no shrimp to sell." To each their own.
My take: people pay a premium for exclusive content and products. So if NSI wants to chunk off portions of their harvests and earmark them for DTC, with the undertanding that it's not a reliable source of revenue, then a cyclical few day lag in supply is not terrible. Frankly, they could have executed a custom order model as opposed to off the shelf. Could have been less transparent about it.
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