We have experienced huge slowdown on Infant formula at our 4 pharmacies. Daigou have stopped stockpiling infant formula/vitamins at their garage due to uncertainty on China regulations. They will only come in whenever someone placed an order. However, I could still see increase sales of A2 formula compared to Bellamy. Well, I guess A2m might land on 320 mil due to China free zone disruptions and slowdown on A2 adult powder.
By the way, Mark, are you able to ship A2 to Brisbane, because I heard from Daigou that they could get it much cheaper price than us from Sydney or Melbourne?
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