A2M the a2 milk company limited

Media Updates, page-14794

  1. 4,860 Posts.
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    Again, I understand that all of what you said in terms of higher unemployment, changes in birth rate, economic changes, lower growth in China is all true and very different to 5 years ago. But even with all that said and done, China is still the largest market and by a massive margin.

    It is also the most profitable market A2M is currently in and the market in which A2M has the most potential to grow in terms of market share.

    I know you are not saying to pull out of China but even to pull back just a little would have catastrophic ramifications for the company, as the revenue and growth would take a massive hit. They do need to diversify more but there should be no doubting where the #1 priority has to be. Even within China, the company successfully diversified away from daigou towards other channels but that has been a drag on growth, and they only did it because they had no other choice, because no other market presents the same growth and scale of opportunity.
    Last edited by werdplaya58: 18/10/24
 
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