Devon entitled to their point of view. Harbour analyst just came back from a filed trip to China and I posted their report the other day and they are very happy with what they've seen on the ground.
Some of the extra marketing spend might be tied in with the new packaging. Harbour analyst said in behind the paywall article that the annual marketing spend was in line with their projections and forecast. I think Harbour are the ones doing the legwork here and putting boots on the ground with multiple trips to China whereas the Devon guy with a vastly inferior return on their funds is just joining what dots he sees from a distance.
Possibly a bit of confirmation bias from both analysts but I'd back Harbour over Devon any day of the week.