A pretty good report, but now heading back to fill those gaps? Irrational initial exuberance?
From my perspective, question is ... how much of the FY20 growth was Covid driven with women doing beauty treatments from home, home cooking during Covid etc etc. They obviously got a tailwind - but just much will reverse and how much is underlying growth is hard to tell IMO.
A pretty good report, but now heading back to fill those gaps?...
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