I agree. I guess whether it represents an opportunity or not is in the eye of the beholder.
Sifting through all the noise and rumour, it seems obvious to me that the increased marketing expenditure has been the main catalyst for the drop.
It is my view that only the upfront $$$ costs of that investment have been factored in, and not the dividends in terms of sustainable, long-term growth and market share.
Media Updates, page-3191
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