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clock Created with Sketch. 06/03/19
11:15
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Originally posted by chuk:
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I had originally been expecting a dip in sales for January following a peak in Christmas. Instead, the January update confirmed that app downloads (which correspond to consumer purchases) in Jan were at 50% of all historic sales. That doesn't translate to the same thing for MGM Jan sales as JB sales don't necessarily correspond to JB purchases from MGM. However it is the consumer purchases that are reflected in the applyzer figures and the consumer purchases are what drive further retailer purchases from MGM. The applyzer app gave a strong indication that Jan sales were going at levels comparable to December and the company confirmed this in their latest update. After the Jan discount ended, I had even bigger expectations of a dip in Feb. Instead, Applyzer was hinting at a very strong start to Feb but by mid Feb it was dropping off before picking up again late Feb and early March.
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chuk - I have also had the thought "Why would you sell?" in recent weeks. Your app data just adds fuel to the expected news flow of UK start and Aus telco distributor (and ???) - both of which have been telegraphed by MF.
