I'm keen to go in on ZBT currently, but new customer acquisition...

I'm keen to go in on ZBT currently, but new customer acquisition is a concern in terms of limiting growth.

From the Feb FY20 results announcement:

Total potential market is 120 million according to ZBT.


I see this as new customer growth decreasing.



There is a ceiling on this spend, unless ZBT expands its retail offering, such as the Unilever subsidiary mentioned in another announcement.



Is there any more information on this?



Anybody have thoughts specifically on new customer acquisition for ZBT?.
I see that as the key for growth, and I don't see a forecast from ZBT on total number of registered users.
Thanks all.