Law of supply and demand is built on set of assumptions. One of them is that manufacturers and customers behave in rational manner. Rational manufacturer would NOT lower the price when demand goes up, unless it can also increase supply to more than offset the lost profit, because of lower price, by increased quantity.
Greater demand can lower the price ONLY if supply can increase as well. There is no rational reason for manufacturer to lower the price when it can sell all its product at current price point and can't increase production.
@Agulliver said that Kodak can't produce enough 120 film. Mr. Church said that now is a good time to lower the price, at the same time denying that there is any problem they can see on the demand side for 120 film.
On the other hand, we have Lomography openly stating that demand for 120 was very low at current prices.
I can post links with snapshots of online stores showing supply of Kodak 120 film all day long.
For example, there are 10 snapshots of FotoImpex store saved in the Wayback Machine for years '22 and '23. Only on
one date there is
one Kodak 120 film out of stock. Every other Kodak 120 film (BW, C-41 or E-6) on ever other saved date was in stock in online and their walk-in store. I encourage you to do the same for Lomography store. Or any other semi-serious online store.
Marketing PR and reality clearly don't agree. Either reality or marketing is wrong.
No, it's not that hard. I've presented some numbers in that thread (every single one can be verified by public financial statement) that can give you a not so rough picture. But some just need to believe that Eastman Kodak has Alaris squeezed on a 0,5% margin although that is backed by absolutely nothing (data or even common sense).
So, here we are, Kodak Alaris earning nothing on Kodak film can drop their price by 35% and 120 film was flying off the shelves at those prices...