I am not so sure the run is over, as I am more of the view this is a 'speed-bump'.
The next 12 months is unknown as they will need to turn through their inventory and I am not sure if that will drastically reduce their margins. Their inventory is not perishable so they are not in a similar situation to A2M though. This is just a demand rebalance and competition issue they will work through in the next 12 months.
By all accounts their product is excellent and the brand has gained a platform during COVID for greater recognition.
What is the ongoing size of the PPE (mask) market and ongoing demand profile? Was COVID a temporary or structural shift in how we manage disease exposure and frontline personnel PPE? I think its structural. 9-11 created a new world in terms of security protocol, and I think COVID will create a new world in terms of health protocol.
Lets see....
I am not so sure the run is over, as I am more of the view this...
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