AGM Attendance and Questions, page-68

Guidance is a double edged sword. A more logical time to give guidance/business update would be after singles day/late November. By the end of November/ early Dec they will have a very high degree of confidence in the numbers.

Given how supply constrained they were last November, it wold be almost impossible to predict this Nov sales, as LY numbers are not an accurate guide.

So we know they have significantly more stock available this year, the question is how much, and we will just have to wait and see...