In their reporting there are two categories:
CBEC (Engl. Label) 1 ANZ (Engl. Label)
So Daigou would impact (and actually did in the latest H1 figures) ANZ line as no Daigou purchases in local supermarkets.
Understood
What is interesting that CBEC (Engl. Label) sales also dropped by about 43%. If I was a mom in China and my Daigou guy would not be able to bring it to me, I would go online and buy it.
Unless:
a) I am living in a villiage with no internet or difficult logistics
b) I believe that everything what is sold online is fake
That massive sales decrease in CBEC makes no sense to me.
Tmall, page-11
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