I have just listened to the entire call. It seems they aren't doing something bad, just communicated it in such a way like they are going to half their business.
it just looks like language/translation deficiency. Trying to use the most accurate word they have over delivered the message.
In common language:
- they want to compete through the quality of products and run a program of incentives for good merchants.
- they plan to remove outliers and therefore might see slowdown in growth when they...