Long Term Predictions?, page-29

I dealt with daigous before. They have no loyalty at all. They come and go.

In baby formula/vitamins, a 5 cent difference they go elsewhere to buy despite making a significant margin themselves.

High demand products such as A2 and Aptamil the limiting factor is supply from the distributor. So no matter how many daigou demand there is, the profit will be limited to say the 100-1000 cans they have available to sell a week anyway. If they make $1 a can it's not much profit there.

Daigous don't buy the high margin stocks that au8 is trying to enter into such as Ugg boots.

Finally there is a much better range to chose from in a pharmacy. There is only very limited products au8 actually cater for.