ATM - A2 Milk Corporation Limited

[alokdhir]

Keeping in view that this year's sales so far is already double of last year's at around $ 76 billion ...and A2 being on top ..can safely conclude that they did much more in this super volumes event then last year's

Will this make up for the short fall of ANZ sales shortfall due to closure of cross border private channels ?

Also of note that on their own website they sell directly so should be realising better prices then thru supermarkets , even after offering 15% sales discount for the event

Very promising and positive outcome in my view .

[Gregnz]

Overall A2 was 12th on the list for singles day, but considering singles day this year did almost double the sales volume of previous years, and had an additional period added between 1-3 November which isnt included in the specific singles day totals, all in all I think good news.

You can view stats here for singles day sales:

http://1111.syntun.com.cn/

[Gregnz]

Attachment 12084

a2 on that list

[alokdhir]

Overall A2 was 12th on the list for singles day, but considering singles day this year did almost double the sales volume of previous years, and had an additional period added between 1-3 November which isnt included in the specific singles day totals, all in all I think good news.

You can view stats here for singles day sales:

http://1111.syntun.com.cn/

Good work buddy . Though 12th ...but we more concerned about absolute sales numbers then world positions ...

Any idea what was the position last year as that will give some knowledge about what's happening to market shares etc

[Gregnz]

Good work buddy . Though 12th ...but we more concerned about absolute sales numbers then world positions ...

Any idea what was the position last year as that will give some knowledge about what's happening to market shares etc

Not sure of last year. Its very hard to interpret the data this year because of the additional selling period between 1-3 November which isn't included, and the fact that 11/11 in itself was nearly double prior years.
I also consider that because A2 are a premium infant formula supplier, many of the brands ahead of them on that list are significantly cheaper, so its understandable that someone would buy more Aptamil vs A2 as its half the price of A2. (I guess what I'm saying based purely on total $$ of sales, the fact A2 is at number 12 isn't really comparable, as they only need to sell half the quantity to equal the same $$ sales of cheaper brands. And I dont know if that list is by quantity sold or $$ value)

[dreamcatcher]

Not sure of last year. Its very hard to interpret the data this year because of the additional selling period between 1-3 November which isn't included, and the fact that 11/11 in itself was nearly double prior years.
I also consider that because A2 are a premium infant formula supplier, many of the brands ahead of them on that list are significantly cheaper, so its understandable that someone would buy more Aptamil vs A2 as its half the price of A2. (I guess what I'm saying based purely on total $$ of sales, the fact A2 is at number 12 isn't really comparable, as they only need to sell half the quantity to equal the same $$ sales of cheaper brands. And I dont know if that list is by quantity sold or $$ value)

Confused add to that sales have doubled for "Double11" ..........we need to wait for official results hopefully next week?

Alibaba’s Singles Day sales reportedly surpassed $US74 billion, nearly double the previous record.

https://www.businessinsider.com.au/a...0-11?r=US&IR=T

[Gregnz]

Confused add to that sales have doubled for "Double11" ..........we need to wait for official results hopefully next week?

Alibaba’s Singles Day sales reportedly surpassed $US74 billion, nearly double the previous record.

https://www.businessinsider.com.au/a...0-11?r=US&IR=T

I think I confused myself trying to write my reply, and agree not long to wait until all is revealed on the 18th Nov.

[MauroNZ]

Attachment 12084

a2 on that list

So if they are placed 12th is an interesting sign of the potential ahead.

[Gregnz]

So if they are placed 12th is an interesting sign of the potential ahead.

Honestly its too difficult to interpret, best to wait for the AGM on the 18th.

I've seen that list for singles day showing the ranking 12th. Apparently the 12th spot was all milk products, including fresh milk, so not just infant formula which is where A2 specialise in China.

I've also seen lists for Tmall and JD showing 2nd placed for Infant formula.

Attachment 12085

Attachment 12086

[alokdhir]

Honestly its too difficult to interpret, best to wait for the AGM on the 18th.

I've seen that list for singles day showing the ranking 12th. Apparently the 12th spot was all milk products, including fresh milk, so not just infant formula which is where A2 specialise in China.

I've also seen lists for Tmall and JD showing 2nd placed for Infant formula.

Attachment 12085

Attachment 12086

This one is more clearer ...In IF close number 2 ..seems good times will be back sooner then we expected before ..lol