Is your read on the CL supply issues that it is all to do with logistics?
It's never nice to thing about lost sales due to supply issues. If it is a logistics problem such as shipping container availability, then air freighting at greater expense would salvage some sales but at a greater hit to margins. The fact that anticipated revenues are lower than expected, rather than margins being lower, suggest that they are either opting to preserve margins or that perhaps the availability of air frieght is limited / insufficient.
A2M Price at posting:
$5.58 Sentiment: Hold Disclosure: Held
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