will potentially benefit from china milk crisi, page-2

yes and no.

There are reports coming out of China that milk sales - formula, powdered, and all liquid forms have slowed dramatically. Hence, no one is buying milk or infant formulas.

Maybe in the long-term it will translate into more sales as consumers switch brands/suppliers, but this has yet to be demonstrated. In the short-term they are 'staying' away. The brands at fault in the scandal are not exactly transparent and nor are clover's customers. We know that CLV suppies Mead, but who else do they supply in Asia? Even if we assume that they only supplied Mead, they may not benefit as previously mentioned - consumers are not buying the product in the short-term.