Not that I'm aware of. Hopefully no news is good news, and the company is just quietly delivering.
The company would be well aware of the final FY23 financial figures and disclosure obligations. No announcement at this point suggests it is within an acceptable margin of error of the most recent guidance. That obviously doesn't exclude the possibility of a slight miss or beat.
Usually it is the forward guidance that anyone ever cares about though.
Inventory transition from old to new China label will be the biggest question mark / potential curve ball. They need to sell as much of the old stuff as they can but the savvier Chinese consumers will know there's a new and better product just around the corner, so it could be a challenge.
Would be curious to know if there has been much discounting of China label witnessed on the e-commerce outlets?
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