@rezx
Yeah I think you're both right. Probably a mixture of both the rebrand and the fact the US doesn't have stimulus for this November.
To determine which is the most impactful, then we'd need to see competitor updates.
It is slightly worrying though. Q2 and HY results will obviously show exactly what the picture is, so still no choice but to wait.
I don't personally trust the whole talk of "brand awareness in the US is now at higher levels". I'll believe it only when I see it in the numbers.
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