It’s such a great setup. Honestly the only thing relatively concerning is the credit strength of Byborg (Hungary) and new china licensee remaining solvent / I think they will over short term but it is a risk. Also $plby may still be able to collect some of their court $$ in china they won the other month. Also expect a relatively large domestic license in this calendar year as well. When you are focused on strictly licensing some major wins can still be had . Honey needs to be sold though.
@dave_stickland As a consumer I agree. I’d rather repeat buy with some deal emails . Being asked for subs from every company get tedious and you end up disliking brand in a way. One of the reason amazon subs works is you set own timing and easy changes and cancels for what you need.
@guyfosel Likely foreign ecom companies setting up “us based” companies at least in name and address - best guess. Or something technical changed in another field that is now considered “retail”