Ann: Change in substantial holding from WAM/WAA, page-9

All supermarkets have min sales per square mm of stock are on their planograms.

If YOW isn't performing to thier min standard they will get destocked. You will often see products on the way out of monthly or quarterly reviews of volume and turnover running sales and discounts to get better numbers etc. Then if being destocked a runout sale as stock is on sale or return basis so better it gets sold and lesser stock gets destroyed.

YOW from memory originally accessed Walmart on a small company program that Walmart ran to allow smaller producers access via walmart distribution. I don't know if this program still is a factor. YOW had a protected product that was only product approved as toy inside chocolate and walmart wanted a part of it. That is no longe rteh case as Kinder entered the market.

With competitors expanding that market segment if YOW doesn't grow it's sales at market rate it will be likely ona watchlist internally on Walmart and they will likely have other products in same novelty chocolate sector to slot in.

So no one apart from industry insiders and particularly walmart insiders and YOW would have an idea of sales and volume levels required to maintain place on planogram. Then YOW has choice to keep discounting, buying space on planogram or advertisoing or committing to effectively advertising more to hold onto planogram listing.

When you see product moved to poorer position on store planogram or not in all stores etc it can be a indicator teh product is being managed out.

good question to ask management and also check with USA friends who shop Walmart if YOW is being pushed to lesser position on shelves and if Kinder or other competing products are getting better placement .