Nutritional dairy company A2 Milk (ASX: A2M) might not have qualified to provide baby milk formula in the US, but it definitely succeeded on other fronts, ushering in a double-digit revenue increase of 19.8% to $1,446.2 million with the second half of FY22 up 18.9% on the first half, largely thanks to China. The Company’s
Read More
The FDA has deferred further consideration of one of Australia’s top dairy producers A2 Milk’s (ASX: A2M) request to import infant milk formula (IMF) into the United States. Though the application has not been rejected, it is also not close to being approved. Since February 2022, the US has been facing an acute shortage of
Read More
I’m convinced the commodities index should include companies that manufacture toilet rolls and now, baby formula. Seemingly rarer than hen’s teeth, the powder gold is causing major headaches for parents across the US. The limited supply isn’t solely due to COVID related logistics issues, but rather the result of a sluggish government response and wider
Read More
Shareholders of Bubs Australia (ASX: BUB) reveled in every small cap investors’ dream over the weekend – a direct shoutout from the President of the United States. And this morning the President issued a follow-up that will renew shareholders’ excitement – it might not quite get the attention of an incendiary ex President Trump tweet,
Read More
As is becoming the case across the consumer products industry, millenials are wielding unprecedented power through irrational spending and influencer marketing. So it comes as no surprise that infant formula manufacturer Bubs (ASX: BUB) has launched a new natural A2 beta-casein protein product to quench their demand. The new product is an extension of Bubs’
Read More
Remember when busloads of Chinese tourists would rock up at your local supermarket and clear out the shelves of baby formulae which they then sent back to China and sold at a premium? It turns out those guys were pretty important to Australia’s milk powder industry which tanked when international border restrictions stopped them from
Read More