China IF market will expand 21%, page-91

Don't know if that is true cause 2 weeks ago Goldman Sachs said that retail / Daigous channel was stuffed full of stock. Launch should be next week. Plus doesn't explain why Woolworths and Coles have no stock. They are not going to hold off buying Bellamy's infant formula for 1 month just cause of relaunch. I like how the shorters narrative has shifted from overstocked to understocked in two weeks what a bunch of clowns they try to predict 1 year in advance and claim to be experts and can't even predict 2 weeks in advance. Also if new stock was placed on shelves then it is the retailer at fault not the manufacturer.