External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>We recently interacted with Campus Activewear’s management</li><li>Our key takeaways from the interaction: (1) assortment continues to get more relevant and focused (now offers ~300 designs vs 500 two years back, top 60-70 designs contribute 50-60% of volumes), (2) bigger bets are being taken on faster-moving sub-categories like sneakers and there is greater focus on open footwear to earn volumes (15% of sales), (3) the issue of channel conflicts is behind (all channels now enjoy fair margins)</li><li>While internal operations have been streamlined (multiple territories consolidated, distribution team strengthened, product portfolio beefed up and new sales channels added), the company is now waiting for the macro to line up from a demand point of view.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We recently interacted with Campus Activewear’s managementOur key takeaways from the interaction: (1) assortment continues to get more relevant and focused (now offers ~300 designs vs 500 two years back, top 60-70 designs contribute 50-60% of volumes), (2) bigger bets are being taken on faster-moving sub-categories like sneakers and there is greater focus on open footwear to earn volumes (15% of sales), (3) the issue of channel conflicts is behind (all channels now enjoy fair margins)While internal operations have been streamlined (multiple territories consolidated, distribution team strengthened, product portfolio beefed up and new sales channels added), the company is now waiting for the macro to line up from a demand point of view.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Campus Activewear: Healing and Awaiting a Favourable Macro Environment. NOT RATED

Thematic (Sector/Industry)

<ul><li>We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories</li><li>Despite a promising start to the festive season, most categories (excluding jewellery and travel) seem to have hit the snooze button</li><li>Several factors contribute to this, including (1) the normalisation of ticket sizes and purchase frequencies, (2) weak footfalls (on a per sq foot basis), and (3) a trend towards downtrading</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categoriesDespite a promising start to the festive season, most categories (excluding jewellery and travel) seem to have hit the snooze buttonSeveral factors contribute to this, including (1) the normalisation of ticket sizes and purchase frequencies, (2) weak footfalls (on a per sq foot basis), and (3) a trend towards downtradingContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Festive temperature check: Festive mood sombre

India

Campus Activewear Limited retails foot ware products. The Company operates an on line platform that offers variety of shoes for men, women, and kids. Campus Activewear serves customers in India.

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Campus Activewear (CAMPUS IN)

Campus Activewear: Healing and Awaiting a Favourable Macro Environment. NOT RATED

Our key takeaways from the interaction: (1) assortment continues to get more relevant and focused (now offers ~300 designs vs 500 two years back,...

HDFC Securities

Festive temperature check: Festive mood sombre

We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories

HDFC Securities

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