That's a great question. I'm familiar with the retailer who wrote that letter.
I'll speak first to the intent of that letter and then I'll answer as it relates to the code. The letter you referred to was intended to be a way of allowing for a dialogue to occur between the retailer and the supplier community, so that everyone was aware of the need to appropriately plan and, more importantly, appropriately communicate should there be disruptions to the supply chain that needed to be managed otherwise.
That would be my comment about the substance of that letter. I wouldn't have thought of it as particularly threatening, but rather as a way to open the door to a dialogue and prevent some of the issues that have occurred, in particular in the west, where we routinely have no-shows in our deliveries and there is a lack of communication and issues with constraints on our docks when we're expecting shipments that simply don't show up for one reason or another.