Hi Carlos,
Great research.
I read an article which I can’t locate right now where it says the Chinese govt is adding further free trade exclusion zones in the 3rd to 6th tier cities to allow the CBEC websites to sell English label products in these cities.
I think this would be the circuit breaker for A2 milk to market and sell their products in these cities in tandem with their MBS rollout of physical outlets.
Also, I have also noticed A2 has setup an A2 mother & baby flagship store in Tmall selling Chinese label product. This online store must be the intermediate distribution network whilst the physical outlets build up in these cities.
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