Comes down to risk vs reward imo. Not that naive to think the 400-500% is locked in stone, but if they achieve that, the reward outweighs the risk imo.
Have to remember that last cycle was only the first year we started selling Alexicool. 400-500% may sound like a huge increase but when put into terms of one mattress brand expanding from 1 product line to say 4 product lines using Alexicool, it doesnt' seem that unachievable. Especially when we're talking expanding from their premium brands to higher volume lower margin products.
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