Ann: Bubs Q3 FY24 Quarterly Activity and Cashflow Statement, page-115

To be fair this would have to be your most constructive post yet. Factz welcome back.

Good point on the 5800 stocking Bubs but yet only 24k tins sold in a week (Majority being on Amazon & Walmart) the question being how well are there bricks and mortar sales going in comparison? Or are these stores actually stocked? I seen multiple customers in usa complaining their local store have none and they are forced to buy online and travel for it.

I could be wrong but I think many of the 5800 stores may stock bubs,wheather or not they have stock would be my question especially with the new can branding taking time to roll out and new parents will have to adjust.

But pumping out 12k cans a day, they must have a fair few on the move. I’m not sure how long they take from being shipped to hit the shelves in USA, it’s a pretty big place.On that note: they are gearing back up to china, Vietnam and Singapore from the looks of it. (Once again unsure on sales) but end of the day we need to make the stock to get that bank.

I think distribution is a big factor here.
Some Valid points much appreciated.
Keen to see what others have to say.