Goldman Sachs does mentioned decline in sales for BAL, from their taobao/Tmall tracker and their channel checks. i am not sure how reliable the information is.
But,,,,do not believe in Cam, the investor relations guy. you will not be able to get any information from him. He is the recorded tape. 'in the pleasant voice..There is no new information so no news, we would update the market if there was'...blah blah blah...Annoying