I like the innovative approach by management to grow- using...

I like the innovative approach by management to grow- using Amazon, ASOS, Macy’s etc as platforms to distribute their products. Using up coming retail concepts like Stich Fix . Also using influencer marketing.

Looks like a smart, low risk, asset light approach to growth. Especially that they are targeting large markets - US and Europe.

Problem is these tactics can easily be copied and retail is tough. Extremely tough business. Not sure their GP margins are sustainable. They’re in a niche but growing market which will help but not sure they can grow revenues and profits sustainably long term.

I like the price here, they could do well for a while. I might buy in after seeing the results. Worse things you can buy at the moment.