fair point, I had been looking at ANZ sales forgetting that PN had been elevated to Asia Pac role years before he left. The real challenge here is that BUB needs experienced talent, but it seems no one likes talent from other infant nutrition companies. ATM was made by daigou- by good luck or good management. That drove ANZ sales through the roof. But I know that English label sales at ATM are more than just ANZ and include CBEC as well. It's be interesting to know volume versus value in each channel. My understanding was that China label sales were a higher price, but I could be wrong on that too and I don't know about CBEC.
BUB Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held
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