What we don't know is whether growth is happening in all countries it is on sale or whether adding new countries is overcompensating a slowdown in sales in the initial launch countries.
Their basically adding very little countries or even retail outlets; which is strange for a product that's supposedly "sitting in the factory" (sic). The June comment came when they were adding no country yet. But, they started selling retail at the end of June which could have helped sales quite a bit. Right now, distribution is still constrained which does have an effect on sales; the fact they've been so slow in extending it makes me think they're close to their manufacturing limit.