RE:RE:Object permanence:boazklinghorn, "As far as your above post the question isnt as you propose that sales of Aveeno have slowed it is assuming they are progressing as normal who is supplying the Avanathrimedes? Is there another player?"
CZO is the only known producer of natural avenanthramide at scale in the world. CZO has patents, trade secrets, and significant scale. The split-off of Aveeno from J&J is known and a reasonable explaination. CZO has attributed the reoganization as the cause of the disruption in ordering and has its money where its mouth is with a record $5.144 million in inventory now on standby. CZO states it expects the re-ordering to commence shortly and that it is only lagging last year's revenue by a single quarter.
"- $5.5 million first six-month 2023 sales vs. $11.7 million for the same period in 2022; sales lagging by one quarter due to stocking campaign by one major customer in 2022 and further Marketplace reorganization" news release
You are having a difficulty with object permanence, in my opinion, and are led to believe in a low probability risk given all that is known. Or are you simply trying to weaponize J&J's reorganization in your ongoing and long-standing campaign against Gilles?
"Q3 is 2/3 over and any responsible CEO would. as part of Q2's numbers inform his shareholders that Q3 sales are tracking on a more normal pace. Not effing Gilles he is content to let everyone hang in limbo." boazklinghorn
"- $5.5 million first six-month 2023 sales vs. $11.7 million for the same period in 2022; sales lagging by one quarter due to stocking campaign by one major customer in 2022 and further Marketplace reorganization" news release
“Despite a slower start to the year, our business remains solid, and we expect the reordering pattern from one major customer to resume shortly." news release
A record $5.144 million in inventory is on standby.