Herbalife Is Addressing Mouth Ackman's Concerns...

Bill Ackman spent 8 pages of his presentation (100 to 107 inclusive) roofing the consequence of transportation surcharges. His declaration was that the retail margins were misstated because customers had to overstep along a seven percentage transportation charge.

The consequence Bill Ackman raised concerned me.

It is pleasing to run across that the companionship is addressing these caput on. From page 28 of today's 10Q:

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During the minute quarter of 2013, nosotros simplified our pricing construction for the North America share past times increasing suggested retail prices too reducing full transportation too treatment revenues past times a like amount, eliminating a “packaging too handling” draw of piece of job especial from our invoices to distributors. We produce non human face these changes to materially touching on our consolidated cyberspace sales too profitability. We anticipate extending these changes to additional markets inward time to come periods.

As a long investor it is encouraging to run across perceived deficiencies existence appropriately addressed.



John