BAL's story with Walmart China, page-7

Not really, A2M is marketed as being easy to digest and different from 'conventional' milk products and really for infants who can't digest other brands, and since it's so expensive you'd buy it for that reason rather than 'it's a leading brand' for example. It's like saying 'gluten free weetbix' competes with normal weetbix. In that case, it's a different segment of the market for breakfast cereals. If someone can't buy gluten free weetbix they won't just buy normal because it will kill them, they'll look for something else gluten free instead.

BAL is marketed as organic, clean and green, AFAIK A2 isn't necessarily organic and would probably be way more expensive if it was.

They compete in a sense that they are the same product as in something a baby can consume, but I'd think consumers are rarely choosing between them. Especially because everything that either company can make all gets sold. There is far too much demand for 1 company to 'beat' the other, unless we got to a point where one of them is producing 10x what they currently are (maybe in a decade).