Hey Shivam,
Regarding Ethos, wanted your view on consignment sales condition Ethos has adopted with certain brands! Instead of buying out whole inventory from the brand, they are getting the same inventory at certain advance payment after which they can return any inventory which doesnt sell, back to the brand,right?
Secondly, how I see Ethos is that its a multi-year theme playing out. I know retailers in general command premium when it comes to PE but with the recent run up it seems to have become quite expensive. What are your thoughts on this? and how would you describe your Exit strategy for your pf?
(PS: Beginner here trying to gather perspectives and learn)
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