RE: Surprisingly good update24 Jul 2023 08:17
Anyone know how Germany is doing sequentially?
As numbers quoted are vs PY, even the Q4 numbers are % over PY.
Have we caught the tail yet, eg if we are up sequentially (assuming no other cyclical things happen between quarters) then the % decline is business we lost last year after Q1 so we have a tail to catch but underlying we aren't losing more German customers