Ann: DSK 1H FY24 Investor Presentation, page-26

Also just listened to the podcast. The private investor questions / answers were most interesting. Overall it seems to me that management are focused on keeping their heads above water until the macro retail conditions improve in the home fragrance sector (how long is a candle wick?). And it appears that previous years results during covid pulled forward so much sales revenue that sales growth is now going to be flatter for longer than expected. Plus I get the feeling there's not much more that management can do about it apart from cutting costs (already done) or new product development (adds to costs / hope it sells). I don't think this a short term turn-around story. My sentiment has taken a hit with regards to serious SP improvement over the next 6 months. Takeover offers aside. All IMO. DYOR.