Ann: FY20 September Quarter Update and Cash Commentary, page-9

IMO I don't know the reality but a possibility previous quarter IMO they loaded it up with outgoings to break covenant on offer so this month looks better if you know what I mean. Delaying or bringing forward rebates, advertising etc are all possible to be manipulated short term. This may be to try ad stop a strike.. When they string together a few in a row and issue consistent methodology and presentation I would feel a bit safer

It is hard to manipulate more than 2 quarters as inventory and production costs catch up

Why I am cautious is retail and launch