In today’s briefing:
- Page Industries (PAG IN) | Cyclical and Not Structural Volume Dip
Page Industries (PAG IN) | Cyclical and Not Structural Volume Dip
- The current slowdown in volume can be attributed to both the broader macroeconomic slowdown & the pausing of the inventory system during the COVID, which has resulted in some mismanagement.
- However, the slowdown is not due to a loss of market share, product quality, or adverse distributor policies, indicating a cyclical issue rather than a structural one.
- In case of a gradual recovery of the macroeconomic situation and appropriate measures taken by Page Industries (PAG IN) , volume growth may pick up in the future.
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