I think its the first time in a2m history they have ever provided forward guidance for sales (not just EBITDA margin).
Looking back at a Goldman Sachs forecast on 31 August 2020 they had H1 2021 estimate revenue at NZD 963 m and H2 estimate revenue at 1.127 billion.
A2m today implied top end H2 revenue will be 1.125 billion. I.e. not much change in H2 revenue. H1 is abnormal.
Daigous sales will probably come back as covid 19 subsides in Australia Victoria, but in any case I don't think the future is in daigou sales. The business will become too big, thus the current focus on M&B store rollout.
Given stock markets are forward looking I don't see much of a problem given the widening M & B store channel.
Once we get past 1 October and out of the seasonal down month of Sept I will be buying again.
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