Media Updates, page-9376

That's true, there could also be some seasonality in the spread of sales from Q3 to Q4 though.

If Q3 was 100m for MBS, then you'd expect them to hit at least 100m again given they're ramping up advertising in Q4. On top of that they want to actively hold back sales to flush out inventory... The likely outcome is stronger pricing which should give us another boost.

If CBEC and fresh milk contribute another 100m in total to revenue for Q4, we're at 200m already excluding any diagou or 'other' category sales.

I remember on the last call the CFO said that ANZ sales for IF had effectively dropped from 250m to nothing... so this could be seen as the impact of the unofficial diagou on sales. They're not factoring into short to medium term forecasts, but just another potential catalyst.