notice received, page-21

Sales from own stores were always going to slow in this quarter (particularly at the end) and will remain slow into the next quarter. This is no reflection on the long term picture; just the seasonal impact (this is exactly why in lots of domains people talk about seasonally adjusted numbers - think of the number of unemployed fruit pickers in winter ;)).
Everything in the quarterly is pretty much what was expected; people just got too excited in the lead up. For me it means I get to make the increases to my position over the next few months that it was looking like I'd have to rethink at around 5c.