Supply Chain & Capacity - The company experienced significant supply capacity constraints in the past four quarters, leading to out-of-stock situations at the retail consumer level [1] - The company has accelerated capacity expansion, particularly in the US, to address previous supply issues [1] - The company now has the ability to fully supply the market [1] Growth & Performance - Zen's sequential developments show growth rates approaching 40% [1] - The company is pleased with its performance in the second quarter and the first half of the year [1] Market Expectations - The company's stock price reacted to the speed of its transformation, which accelerates revenue and profitability growth expectations [2] - The company aims to meet the high expectations set by the market [2]