Ann: Investor Strategy Day Presentation, page-3

Notes, observations and thoughts.
Marketing. They have their heads screwed on with their methods and monitoring, very screwed on. They will invest small, measure, monitor and invest if they get measurable results.....very smart.

Pg 21,22 China will have to start providing incentives to increase the birth rate as they have a long term issue. China seems to be where the western nations were in the late 60's

Pg 23, 24. The 4,2,1 family structure I had never really thought of but that combined with the growth in the middle class means a continued demand for premium products that will assist the children.

Well done on Page 27. A very good example of how in tune A2 is with Chinese culture/thinking. (see if you can figure out what I am talking about)

They seem to have a good handle on the US and its consumers. My thought is that it will follow in similar footsteps to AU