Analysts have also queried Comvita's move away from the unofficial grey trading channel into China — the channel that propelled it into the limelight in the first place.
Wilson says Comvita's experience is in stark contrast to fellow premium Chinese consumer play a2 Milk, for which daigou remains an important platform.
Will A2 suffer the same fate?
That's the huge difference between ATM & CVT - one is an essential and the other is a non-essential.
Originally Posted by Ogg
Reply With Quote
Bookmarks