Originally Posted by
flyinglizard
Mr. B, the A2 IF can be stored up to 2 years time. If you buy some A2 IF bulk produced in March 2020, then it is very hard to sell after Sep 2021, customers won't buy (only 3/4 months to expire).
A2 found the sales disruption around July/Aug 2020, we can assume that they still ordered a lot of inventory before Aug 2020, because they believed their business growth model at that time, even during the covid trading environment. I doubt that they cannot write off all products within H1 FY22, they still have some to write off in H2 FY22. How do they deal with the inventory cannot be sold during the period from March 2020 to Aug 2020 (expires in July/Aug 2022). Just following the logic, not the words from their mouth.
The swap policy seems forever to stabilize the English label sales channel, not one off, if they try to keep the branding and A2 premium price.