Might have something to do with this update from Danone (excerpt) in their Q3 Sales press release:
"Infant Nutrition delivered moderate growth this quarter. As expected, growth was led by China which grew double digits with a broad-based contribution from all channels. Channels distributing domestic labels delivered another quarter of mid to high single-digit growth while International labels sold in crossborder e-commerce platforms kept posting steep double-digit growth. Cross-border indirect channels, which notably include Daigous and Friends & Family, were back to growth after having declined by approximately -60% in the same period last year."
Chart Update, page-22066
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