Hi Cotton,
I understand your concern. However, Daigou is a channal that is hard to control and predict, which has been proven last year. So the current management plan to be more independent on the Daigou channal. The recent empty shelves are not expected right? Niether did the management and I will not blame them as it just happened overnight... Now the game is on and the stock management in the following week is more important as this empty shelves could well be one-time event due to double 11 promotion. The current China stock is not enough to fulfill the order so AU stock is bought out to fill the gap. Increase the production without careful analysis and planning will drive us into the same old dilemma last year.
Anyway, I am certain the management have much better tool and sources to understand why and then engineer a strategy about it. The AGM is not far away and I am keen to hear what DB will say about this. Get your Cola and popcorn ready.
Hi Cotton,I understand your concern. However, Daigou is a...
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