A2M the a2 milk company limited

https://www.bloomberg.com/news/articles/2021-07-21/china-s-daigou...

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    https://www.bloomberg.com/news/articles/2021-07-21/china-s-daigou-shoppers-who-buy-goods-overseas-get-grounded-by-pandemic

    an excellent read that outlines the likely structural decline of daigou shoppers and the reasons for it.

    The idea A2's daigou business will flourish again is flawed. It will mostly be about selling directly into China now, which comes with significant marketing it will no longer get for free from daigou.
    Last edited by JoeGambler: 10/12/21
 
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$8.11
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