BUB 3.85% 12.5¢ bubs australia limited

Ann: Bubs Q2 FY24 Quarterly Activity and Cashflow Statement, page-51

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    @TT128

    Maybe if the "China Reset" involved a strategy reset - but it doesn't. They are just replacing the old daigou partner with new ones.

    As the recent A2 result highlighted, the daigou market is flat at best. The fixation that BUB management (old and new) have with daigou makes no sense. It has literally crippled the company and yet they still want to double down and hope it works out better this time.
    Last edited by werdplaya58: 23/02/24
 
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