Ann: Upgrade to FY22 Market Guidance, page-31

Kristy's expecting over 10,000 US stores will be selling Bubs infant formula within months. In addition to this Walmart, Kroger and Albertsons are to be replenished with more stock.

They are focused on the US as long term strategic priority and so far they are doing everything right. Love that the CEO is over there on deck helping out, working 24/7 and increasing brand awareness. Such a great look for the company to come to the aid of the US in crisis.

IMO the best line from Kristy is when she said that there is no amount of infant formula cans that they could supply the US that they couldn't sell.
Basically.. if Bubs had more supply it would of already been ordered by Biden. Demand is huge and shelves are empty. Plus Abbott shut down again for weeks (supplies 40% of the US market).

I'm expecting big retailers to come on board within weeks and also plans to be announced for increasing production at their facility to triple capacity to meet US demand.

Logistic costs minimal. Huge retail pipeline. Strong foundation and relationship with FDA and the Biden administration. All Bubs products FDA approved. Regulatory changes imminent to the US formula industry. What's not to like.