A2M 1.31% $6.94 the a2 milk company limited

The slight irony in your comment is that JH wanted to more...

  1. 4,130 Posts.
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    The slight irony in your comment is that JH wanted to more aggressively market A2M in China (at greater cost to margins) which would have helped diversify away a little from daigou reliance. It sounds like she also raised concerns about the outdated sales/inventory tracking systems, which contributed to an inventory oversupply and write-downs. Of course there are plenty of things she did that I disagree with along with many other shareholders.

    I think PN deserves more blame, and JH deserves actually a little more credit, than either seem to get. I respect Geoff Babidge, but having anyone as an caretaker CEO during such a critical period was also unfortunate when decisive actions were needed. But personally I hope DB does take at least one leaf from JH's book and return to the aggressive focus on marketing.

    Wouldn't you rather be investing $$$/margin into advertising to boost sales and capitalise on an already strong brand, rather than bleeding it through inventory write-downs due to poorly managed supply levels?
 
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