I don’t think scaling up to 90 cr in 5 years was that big a deal. Market size is a lot bigger than mens and for Vedant fashions this was the low hanging fruit. However getting a significant market share here is going to be very tough.Shopping needs/habits of this cohort of women versus their male counterparts are very different.
As they scale More SKUs, higher inventory levels and More dead stock are likely to effect Return on capital. Will be interesting to see how they manage all that.
Nice write up. Thanks for starting this thread
Disc: invested
Subscribe To Our Free Newsletter |