Unit Sales - update, page-59

Hey @kickit2me

Sorry for the delay. I've put a visual together on the data I've been gathering - again, caveat that it's only the top 5 product skews on TMall, so it's incomplete, but perhaps it provides some indicative feel. Note - this graph is indicative sales dollars (CNY), based on current market price of that particular skew. Volumes were gathered monthly (around the end of each month - although not perfect).

I've noticed that the Murray River data is a little odd (huge chunk appeared in March and then all but disappeared in the following months), and for this reason I've ignored the huge amount of March data to keep things level-set.

A few interesting things to point out:

1) Sales are lumpy - we know on Tmall there are promotion period months, and slow periods. Therefore it's difficult to gauge overall trajectory and whether this is within expectations or not. For example, Feb was much lower than Jan/Mar. This is in part the CNY period overhang, in part because Feb has 28 days only, and could also be a data update issue.
2) March was huge. Perhaps this was a data consistency issue, but good to see. I think in future iterations of this I will use "quarterly" figures instead, we just don't have enough data to make that meaningful just yet.
2) You can see when new stores launch, then see them carving out their own sales territory over time. It's pleasing that Essano and BLIS are now clearly visible, which means they have been well received, and have reached some level of volume to launch from. Waiting for Inika and Murray River to follow suit.
3) The older stores - Nuria/Colab/Kiwi Health, are still showing signs of consistency, which is good.

Anyway - do with this data what you will. I've tried my best to represent what I see from Tmall, but don't use this as investment advice