All good points and my instinct is saying the don't beat on Q4 either. I hope I'm wrong!
As for B2C e-commerce it's INSANE they aren't putting all their money there and into marketing directly to consumers.
I understand the challenges due to regulation, but still....
They need some e-commerce help big time.
However, their e-commerce did grow last Q - as long as it keeps growing that is at least one good thing with sales. But they don't seem like the crew that is going to dominate online sales in the industry.
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