>>528986195
It's not a mistery that they have the data and they saw a massive slump in pack sales as soon as they implemented the dorito exchange feature.

Which was likely created to generate goodwill with China.
So they are now backed into a corner forever delaying it since they immediately from then on and out reduce their revenue by a not insignificant margin by giving people such a retroactive cashback on their rolls.
Tough luck Yuzhong, you will have to cut on 1 Yatch per year with this.