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The brand — and the heritage that the brand has — it's really impossible to replicate that, somebody can't set up a new venture tomorrow and do what they can do. It's not sort of possible to go back in time and get Mao Zedong to be interested in your drink. It's not possible to sort of be located in the town where they make their products. So I think they have a strong built-in story that allows them to flourish.
What's happened is that you've had a lot of consumers this year being a little bit more careful about their purchasing because the economy's slowing down, i think this year especially, people were kind of waiting for Singles' Day and kind of waiting to make some of those medium-sized purchases that they didn't want to pay full price for.
We have in the last three weeks fielded more calls from firms wondering about the political risk here than we probably have in the last 10 years, right now there's a lot more concern that the situation regarding the negotiations has become so unstable and so emotional, when or if there's going to be a resolution.
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