Have been tracking this co. for the past 1 year now but still unable to understand the reason behind underperformance. The kind of portfolio company holds is unparalleled and considering the trend of premiumisation. Co. has all the major brands that one can think of in the apparel industry, still the company is unable to deliver growth and profitability upto the mark. One factor can be that co. is focusing on more and more acquisitions but less on growing profitability of the brands.
Can anyone tracking the co. explain what am I missing?
| Subscribe To Our Free Newsletter |
