I had a reply from the company PR rep.
The constraint on the sales volume (why it was at the lower end of guidance) was domestic competitive forces. The growth in the 2-5 year window is going to come from international markets.
I take that as the expansion of capacity which is going to be stocked this year is primarily going to the export market (needs to grow to maturity hence the year 2 start) which is where the growth driver is coming from.
I also assume that volume in domestic sales growth in 2019 will also be minimal if competitive forces continue & they protect the brand by not cutting prices.
Will need to see 2019 guidance to confirm any of the above.
I had a reply from the company PR rep. The constraint on the...
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