At the end of the day the market is well and truly big enough for 2,3,4 competitors. A2 still have the advantage of being the first out there with A2 protein only. Nestle been making formula long before A2 came along and still don't have the reputation that A2 has built with the Chinese and others. Chinese don't sway away from what they like when it comes to their children. Nestle reputation in IF has always been marred from way back, And don't forget the more recent nano particle incident of late which was found in nestle NAN IF. I don't think there's anything to worry about imo, typical market panic reaction.
At the end of the day the market is well and truly big enough...
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