I agree that 2HY doesn't need to be much more than 1HY. So if 1HY had all those headwinds that you highlighted, why is the company still relying on a "significant improvement" in Q4 just to get the ~7% revenue improvement in 2HY compared to 1HY? 7% revenue improvement should be a walk in the park for the company given several of those headwinds no longer exist.
The company has said that Chinese label sales are still growing, so really the half on half growth outside of China label is quite marginal. I think daigou pricing and margin support is the big drag on 2HY. I think a fair portion of 1HY didn't have the daigou pricing issues. Even though daigou volumes were lower in 1HY, my understanding is the pricing pressures only came towards the end of 1HY.
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