No one can deny their impressive growth and execution, but why do you think their brand is not just a fad? Can you describe what goes on in the mind of their target customer?
How are their competitors reacting (ie, maybe making their products safer, cooler, etc), given they've lost significant share in a very sudden way, and is there anything in Leat's business model that insulates the company from this?
They could be stuck with massive increase in inventory and unable to sell off. (affecting their cashflow) Alot of small and undercapitalised companies are facing issues like this. Just a personal observations.
Did you analyse the capital efficiency like Return on capital, return on equity and so on?
No one can deny their impressive growth and execution, but why do you think their brand is not just a fad? Can you describe what goes on in the mind of their target customer?
How are their competitors reacting (ie, maybe making their products safer, cooler, etc), given they've lost significant share in a very sudden way, and is there anything in Leat's business model that insulates the company from this?
Ok thanks for your thoughts
They could be stuck with massive increase in inventory and unable to sell off. (affecting their cashflow) Alot of small and undercapitalised companies are facing issues like this. Just a personal observations.