Those last few big merchants (Bunnings, target, officeworks, appliances online) only kicked in in December so we’ll only know the full effect in 3Q19 (Christos that means the current quarter as businesses in Australian run from July to June not Jan to Dec). isn’t virgin about to start flying too? Not to mention the new major merchants they continue to talk of.
@twinturbo I think they’ll be seasonally up +23% too.
Ann: Quarterly Report and Appendix 4C, page-55
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