I'm really not sure why anyone would question A2M management ability and insights on daigou channel. They understand this channel better than any IF manufacturers. They have had the most innovative and supportive approach to this group over the last 3 years. Peter Nathan was the only CEO which spoke up for this channel a couple of years ago when everyone was blaming them for 'stealing' IF from Australian babies.
This is an innovative sales and marketing company which is studied in the textbooks. They fully understand what is the reason for their sales growth and where they are going . Also, if you review GS analysis, you will see the daigou channel is the lowest margin channel, though no doubt the highest volume channel (for now).
Bellamy's have already given a free lesson on what happens when you disrespect this channel. Relax and enjoy your anniversary.
A2M Price at posting:
$10.82 Sentiment: Buy Disclosure: Held
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