You can't put a blanket on all Chinese mothers based off an opinion. All anecdotal evidence suggests CBEC sales are increasing.
In general the consumers who want to buy foreign products will continue to do so. They aren't trusting of locally made products and they perceive - especially NZ and Dutch milk products - to be superior.
Now the marketing spend for Q4 is going to be much much higher than at any other stage of the year. This gives me confidence that sales targets will be met.
The margins were hit by an inventory right off . Less purchases of inventory - as confirmed by SM1 will also improve gross margins for the remainder for this year.
Try actually doing research rather than taking a general concern and applying it to A2 without the evidence to back it up.
Also, how's that short position coming? You have an amazing ability to see into the future. Put your money where you mouth is and people around here might respect you slightly. But I doubt it.
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