Ann: Investor Presentation, page-92

Sure when the sales slow unexpectedly. But for the alcohol industry the downturn from Feb-July is a yearly ritual, they are not going to go through the hassle of switching partners every April because sales slowed down. Nor are they going to lay off staff that they know theyll need again in October.
What they will do is build a business model that can expand and contract with the seasons, to do so theyll need support from partners like Kaddy who can take on the tasks that are most heavily impacted by the fluctuations like storage and logistics.