No IF shipments to USA is frustrating to see. Is it still the super, imperceptibly slow burn approach? Or have they made a conscious decision to maintain only a token IF presence there for some reason?
I wonder if any of these smaller markets they're exploring will get called out specifically in the reporting at some point. Vietnam, but also Korea? Seems to be doing well there (albeit in relative terms).
No IF shipments to USA is frustrating to see. Is it still the...
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