Media Updates, page-15188

Is it such a gamble?

I’m Doubling Down on Lucky 7’s.

(Tongue in cheek, of course—tear me apart, skeptics and downrampers. It’s what you do best, after all and I don’t mind it if it’s based on substance)

•China Recovery – The IMF market should stabilize post-Year of the Dragon, setting up a stronger demand cycle.

•Market Share Gains – A2’s premium positioning and aggressive marketing are driving share growth.

•Strategic Investments – Supply chain transformation and new product innovation (e.g., post-infant, aging consumer) add long-term upside. Underline new product innovation.

•Valuation Re-Rating – Sustained double-digit revenue growth, margin expansion, and strong execution in China could drive a multiple expansion closer to historical highs.

USA & Australia? Sure, they contribute—but China is the real game. That’s why I never wanted a dividend. Double down on China.

It’s a long road back up, but a2m has been there before. With the right execution—China recovery, margin expansion, and market leadership—it could reach previous heights.

Have we ever looked better?