I don't think we're trading like a QAN where announcement of easing restrictions is correlated to the SP. Generally with the growth seen last year, the case numbers and consumption of alcohol will go up regardless, perhaps even more during a pandemic.
The real unknown is how much B2B when fully operational, will have on the bottom line. Whilst restrictions are still happening, the revenue this arm of the business can bring in will be blunted - something I'm actually okay with as DW8 gets to work out all the kinks and issues prior to going live nationwide.
Vivino for me is the dark horse here, I'd love to see all the suppliers jump on here and start listing their product.
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