@rallyup - yeah i laughed at me to
anecdotal evidence of my pantry stocking isnt going to do much. I meant to suggest the daigou disappearance in the aus channel isnt the whole story. It could well be domestic demand was pulled forward significantly and is still unwinding today. As a parent once you couldnt get it once in the pandemic, it was 2 every time, regardless of what was at home.
this isnt necessarily a good thing, h1 v h2 in fy20 may prove to be purely driven by once off... the run rate h1 19 v h1 20 may be a better indicator of the rebase
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