Campus Activewear · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
3
Consistency
mixed
Question ledger
Vidisha Fate · Ambbit Capital
partialthe core uh uh reason for this of course is the is the strength of our distribution and the execution progress back with a very strong product story on the lines of sneakers as well as the women's story... on the forward looking I don't think we will be able to give any specifics on the uh for any guidance on that.
Vidisha Fate · Ambbit Capital
directNo. So no it's basically complete focus on uh you know of course we have we have very different strategies now for every region. So the way we are playing out the distribution channel is uh it's a state specific almost like a state specific strategy... multiple initiatives of these kinds have come together to give us this growth.
Vidisha Fate · Ambbit Capital
evasiveUm so we don't share that number uh in terms of volume. Uh we just wanted to let you know of course the base is also slight... it's about 900 to 910 rupees ASP contribution just from sneakers uh so it does, you know, materially add to the premiumization.
Gorov Jani · GM Financial
directabout 2 years back we started pivoting our business from an outright based model to a marketplace model... on the general trade side, we have launched a a newer format of a super stock... smaller wholesalers or smaller distributors have been mapped under the super model and hence you might see a small uh reduction in the oral distributor account
Gorov Jani · GM Financial
directwe've done a lot of interventions over the past three years uh to to bring a sustainable growth uh and predictable growth... we have a high degree of confidence on the way forward as a lot of those initiatives... are now materializing and and coming together.
Gorov Jani · GM Financial
partialwe targeted an improvement in gross margin versus our last year numbers... it would be unfair to compare quarter-on-quarter gross margins on a full year basis. That would be a right reflection and the aspiration is to improve versus last year.
Gorov Jani · GM Financial
directYes, of course. This quarter the ad spends are higher because of our TV campaign and also the digital campaign... we did about 10.2% if I'm correct in quarter 3 last year on the ad spend versus 10.9%. So uh this is of course a quarterly seasonality thing as well.
Gorov Jani · GM Financial
directit's currently... a pilot that we've done in about 60 odd eB OS... we've also launched it on our brand.com and Myntra and Amazon. Uh so it's been launched on these three platforms at the same time. So so far the result is very encouraging.
Omang Maha · KC Securities
evasivethere is a very strong pivot towards the marketplace business... since there is no published data that these channels uh offer us uh I would not be able to comment on that but uh of course there would be some improvements for sure looking at our performance.
Omang Maha · KC Securities
directto share a percentage of online sales which came from marketplace versus outright would be approximately 8020 or like 75 7525 roughly.
Omang Maha · KC Securities
evasivewe are still evaluating uh I mean as far as raw materials is concerned uh uh we have started filing the refunds with the state governments for uh the inverted duty structure.
Samir Gupta · India info line
directWe don't see any channel upstocking I mean our inventory with the channel partners continue to be at 84 days at the end of this quarter from our DMS data which hovers in the range of 80 to 90 days.
