Originally Posted by
Beagle
It was certainly something people did around April / May last year but as we all know IF has a limited shelf life and I'm not sure many people would buy a whole year ahead.
One further issue presents, in regard to the pantry stocking thing, mothers trust in availability of supply. If mothers can't trust that they can get continuity of supply of their chosen brand, then trust is broken and they will choose another brand that their baby is doing well with, that they can trust has continuity of supply. Once trust in continuity of supply is broken, and a consumer has chosen another brand they can trust and their baby is doing well on, I suggest that the vast majority of mothers will stick with the brand they can trust that they can get at a reasonable price.
I think the whole extra freight cost issue and daigou problems will have far reaching consequences down the track and ATM may find rebuilding their sales growth much harder than they think.