I am not sure, the introduction of products by HLF was well known and had been announced before more than once. Anyone who knew the basics of this company had to know about that, so there is no way that should have been a surprise to anybody. I think it is just institutional selling which hopefully should be finishing soon.
The problems in China were more a matter of perception than reality, and now the company needs to manage perceptions better, and be seen as a more conservative company. Perhaps being perceived as profit oriented and maybe too aggressive attracted problems in China, so now there is a need for quieter guidance and uniform perceptions, etc. If some institution cannot accept that, then they have to sell and go somewhere else I suppose. Hopefully others realize the company has not changed, just the nature of the character, image, and preferred perceptions.