That would imply Bellamy's is selling as much as it can produce....

That would imply Bellamy's is selling as much as it can produce. I guess question is on what market are they selling all this formula. Is it because China and Vietnam demand is higher than expected or is it because of manufacturing problems. If it was manufacturing problems they would have reported this by now, so more likely it is that they are producing as quickly as they can and are constraint by the amount of organic milk they can get. However all of this is ultimately conjecture.