@richdreamz @jamit05 – In context of your liking of Nykaa business as a niche retailer in Beauty/Fashion and Page in undergarments/sports wear, what are your thoughts on Footwear, specially 2 new entrants – Metro Brands (from top, business model looks more inclined towards like a Page as licence owner of Marquee brands, although they have inhouse brands as well) and Campus Activewear – Well established fast growing Indian Sport’s shoes company with good back end integration & distribution/retail presence.
Lastly, Vedant Fashion – again a niche dominant Ethnic/Wedding player.
Would be nice to know both of your thoughts on these three in terms of their business model, risks in model, strengths/weaknesses and valuations. It would give a perspective on how to look at such niche retailers.
Disc: Invested in Nykaa.
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