I agree with you. They said they expected daigou to drop off due to restrictions on travel but its not till the Melbourne lockdown that the sales fell below their expectations. It would be silly of management to expect travel to return to normal (which would be required for personal diagous) at the start of calendar 2021. Very early greenshoots are already appearing in Melbourne. I think the company will be in a much better position to provide full year guidance in February - until then a downgrade to guidance is on the cards although I don think they will come in below the lower end of guidance. If they did downgrade, it would be the first time they ever provided an actual guidance number and came in below it.
Ann: 2020 Annual Meeting presentation (including Outlook), page-86
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