The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China OUTPERFORM We recently visited 34 stores in China, interviewing sales reps & store...
466 Views
The A2 Milk Company: Short-Term Pain? Digesting Daigou Disruption
The a2 Milk CompanyShort-Term Pain? Digesting Daigou Disruption OUTPERFORM The a2 Milk Company's (ATM) trading update is a blemish to its...
252 Views
The A2 Milk Company: Taking a Step into Processing
The a2 Milk CompanyTaking a Step into Processing OUTPERFORM The a2 Milk Company (ATM) has entered into exclusive due diligence and filed a...
100 Views
The A2 Milk Company: FY20 Result — Cash Is King
The a2 Milk CompanyFY20 Result — Cash is King OUTPERFORM The a2 Milk Company (ATM) reported strong FY20 growth, in line with our expectations,...
100 Views
The A2 Milk Company: Channel Checking
The a2 Milk CompanyChannel Checking OUTPERFORM We have undertaken a mosaic of channel checks across an array of data sources, industry contracts...
105 Views