BUB - US Exposure & The Current Baby Formula Shortage

I'm sure some of you have seen the recent headlines, it prompted me to look at which companies on the ASX had the best exposure on the ASX.

If you haven't seen the recent headlines & the White House Addressing it, here's some links/snippets below.



Provided By Google New's Search:










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I've looked at some other ASX Listing's in this space and haven't found any others with US Presence or Aims/Milestones to really get into the US like i have with BUBS. (Happy to be corrected if im wrong)

Snippets taken from BUB's Half Yearly Presentation: (Link Below)
https://hotcopper.com.au/threads/an...ar-results-presentation.6599792/#.YoGS8OhBzFc

Below we can see that they do have interest and have some presence overseas & they do mention the 'Daigou Sales' also!







BUBS Online Presence Amazon / Walmart /

After having seen the presentation, thought i would go looking myself.

& here were the listings from Amazon/Walmart.





Snapshot Links:



https://www.walmart.com/ip/Aussie-B...ased-Toddler-Formula-Powder-28-2-oz/575441443

https://www.walmart.com/ip/Aussie-B...ased-Toddler-Formula-Powder-28-2-oz/683175099

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Upon more digging, thanks to another poster @Finno82 who found the recent Trademarks BUB has been made, would seem that they're busy or atleast trying to do something from this front?

Source: https://www.trademarkelite.com/trademark/trademark-detail/97345361/AUSSIE-BUBS-GENTLE



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Above also i highlighted the Daigou Channel from the presentation:

-Company stated "Record Daigou sales now exceeding pre-COVID levels"

It's being said China will slowly reduce the lockdowns & there have been some interesting articles about massive supermarket buying... would not surprise me if they potentially had some sort of food crisis also with their population count & the recent potential food shortage crisis headlines we've seen.




Source: https://www.abc.net.au/news/2022-05...rs-as-shanghai-faces-covid-outbreak/101063548



Source: https://www.abc.net.au/news/2022-05-15/shanghai-reopens-covid-lockdowns-in-china/101069066

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With everything stated above i am really looking forward to see how BUB Progresses moving forward.

Please Note: This post is entirely my opinion and observations only. It's NOT financial advice by any means, Id suggest speaking to a financial advisor. I am happy to be corrected if i am wrong in anyway for any of my opinions & articles shared.
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