A2 need to add diversity in their leadership to have different approach to brand policy, diversity with people really understand of Asian culture where grandparents have important roles in bringup grand children and the gifting culture of buying health products for related families as they see these are practical gifting ideas. Current premium high profit product line target new borns and pregnant mums, to the institutes fund managers will see impact by declining birth rate stats of A2 target markets, espcially China. In US clear trend of declining diary consumption is another factor seem less attractive to fund manager as percived entry challenge in a highly competitive declining dairy consumption martket. A2M share price need some good news of "growth" potential in new product lines and/or new market potentials. Comparing the graph for double digit growth in population over 60 yo vs the graph for birth rate in China, which one will make better growth stories to Investors?
I have previous wrote to A2 to explore the senior formula, just before they come out with pregnant moms formula which although is good but still target the same demographic of new birth vs a brand new market with rich retirees.In Asia access to fresh milk is expensive because lack of pasture land, imported fresh milk has short shelve life and increase air freight cost due in high fuel price. Some local "fresh milk" tasted like reconstituted milk with milk powder, our A2 UHA milk tasted better than these cheaper "fresh milk" in Asia, which still cost around A$2+/litre. To the westerner and young (40's+) executives in A2M leadership team may not understand we will need to different brand stretegy for different region, what they perceived as "cool" not necessary effective in some regions or demographics, especially in Asia, China specific. In Asia it is common our children grew to young adults with nutritious beverage (Milo or Horlick) made with dry milk powder for calcium and vitamins, unlike western toddlers go on fresh milk from 1 yo. The whole family will use milk powder to make oats porriage for nutritious breakfast. Asian TV drama and cooking show often have milk company paid product placement, often seeing glass of milk on breakfast table and before sleep, the message sent out was "milk is rich in calcium" for families of all age. To the grandparents 50+ felt they missed out consuming milk when they were growing up in a less affluent period and felt the needs to a catch up of nutricious diet for their aging bone and joint health. The fast taking up of diary product in Aisa is totally contradicting trend to the declining of dairy use in western world where people are switching to plant base milk, A2M leadership and marketing group need to understand the cultural trending directions. What's better for grandparents and adult confirming the benefit of A2 proteins on their tummies before introducing to the new babies or grandchildren. A2M lastest push for barista milk promotion image does not ring a bell for the Asian market, as the choice to use A2 milk in cafe is still depending on profit to the cafe inpacted by competiting priorities from increase cost of living challenges. In Aust most cafe still only have a choice of normal milk, almond milk, and lactose free milk. We do not often have choices for A2 milk in nost of cafe in Australia, I do not see how is this barista milk thing goibg to fly, to me is wasted marketing costs.
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Last
$8.09 |
Change
0.060(0.75%) |
Mkt cap ! $5.857B |
Open | High | Low | Value | Volume |
$8.05 | $8.11 | $8.02 | $12.16M | 1.507M |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 985 | $8.09 |
Sellers (Offers)
Price($) | Vol. | No. |
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$8.10 | 1768 | 2 |
View Market Depth
No. | Vol. | Price($) |
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1 | 985 | 8.090 |
6 | 24210 | 8.060 |
1 | 124 | 8.020 |
1 | 3745 | 8.010 |
6 | 3260 | 8.000 |
Price($) | Vol. | No. |
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8.100 | 1768 | 2 |
8.110 | 16344 | 3 |
8.120 | 7900 | 3 |
8.130 | 12456 | 4 |
8.150 | 16500 | 2 |
Last trade - 16.10pm 31/07/2025 (20 minute delay) ? |
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