RE:New order I never thought of that! That would be as good a guess as any . I also thought Biople/cosmetic kitchen (online) because it didn't say locations for the retailer (singular), and they were the first ones that had it online (at least as "coming soon" lol). What throws that thinking off is that to get this order out is to take a little away from the the customers who got in on initial order. So fun to my head (with a dash of wishful thinking ) is that it's either 711 (20k + locations japan ) or Lawsons (14k). The reason I think this is 2 fold......
1. would you give a rush order to one of your partners with let's say 5 locations only to be reeemed out by another partner with so many thousands of them? Probably not? This way the justification could be that far less chance of jim's habadacherie getting pissed that a global brand is getting some first (the time difference between this rush order getting out and initial order while painful for shareholders lol is nothing for long term retailers).
2. The initial order is "several hundred thousand of both" (read each as confirmed by company). We can all guess at those numbers but no way is it 800-900 thousand of each or they would have said something like "totalling over a million" or "almost a million of each" etc. (Unless it's some crazy sneaky surprise lol). Without commenting on how well they will actually sell, simple math dictates that if each store carried only one 6 pack of each flavour each size (that would be ridiculous as the o my thing worse than not being in a location is running out so quickly for customers wanting a repeat so they move on to something else) x46,000 locations it would be 826,000 of each size (super sneaky surprise?lol). Remember that's just one 6 pack of each flavour each size. Also , if I had 20,000 locations (owned 711) would I put a new product in all 20k to start? Probably not. Woth even minimal sales each location would need to buy at least 3-4 six packs per month (assorted flavours?) at a 1 stick each size sold per day. Due to time to produce and ship we are looking at least 2 months in between to start. I think the launch will be like the opposite of a rolling brownout. They'll keep increasing the locations while restocking existing ones as per demand. My guess is that 711 or Lawsons asked for a rushed order (nr went out of its way to state "this small order") as a test run so that they can more accurately add far more locations at the time second order is placed. The sample order was flown. Maybe this rush order will be too? Then bam first order goes out and second order comes in (woth a bulk buy sku added in too).
The reason I hope it's 711 is not only for the number of locations in Japan , but a way to build a more symbiotic relationship to better leverage their global reach (cbd products in other countries as legalized+ Neuenergy everywhere!). They've already spoken of "add on products " in Japan. And "add on counties". Blah blah blah I just can't see anything but blue skies on our horizon(s). Maybe I'm just a kool aid drinking optimist. Maybe, but I've at least taken a real deep dive so IMO worst case it's an educated guess . GLTUA in all our investment decisions .