G'day Cap, this has been a long-standing concern (for want of a better word) of mine which, pre-covid, I didn't really investigate too hard. Now though it probably brings that concern back to the front.
I will hold my hand up and say I am borderline ignorant on the daigou "process". I take it at face value that it's one of the many new-normal ways things happen in this world. Basically, this is a legitimate question to you and / or others here knowledgeable on the implications of the process.
Anyway, to get to the point / question, the thing that I find most concerning is that the cost of a sea container in the scheme of things is not that high.
Is the business / demand for the JATCorp range of products that fragile that it cannot be steadied by offsetting the loss of daigou channels by regular means? The entire business world has had to pivot at the moment in terms of service delivery. It just doesn't seem that much of a stretch to me that a company with a market and demand for a product couldn't relatively-easily find another route (in the scheme of what some other industries are facing).
By their own definition, the company "is a China-Australia trade specialist... JAT has positioned itself as a major player in the flourishing Australian consumer goods export industry, offering Chinese retail presence, online sales to Chinese consumers through offshore platforms, and high-volume
wholesaling to daigou groups and other distribution channels. JAT’s extensive network of Chinese business affiliations is a substantial source of opportunities, both for the company and for its Australian business partners."
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