The direct-to-consumer premiumization story is firing on all cylinders, with LTL up 11.6% and D2C at 62% of sales.
Overall read
5.7/10
Weak & rich
The three reads · this quarter
The direct-to-consumer premiumization story is firing on all cylinders, with LTL up 11.6% and D2C at 62% of sales.
Overall read
5.7/10
Weak & rich
The three reads · this quarter
The standing reads · change less often
Moat
No moat read published yet.
Key variables
3 tracked
lead: Like-for-like (LTL) retail growthLTL growth accelerated to 11.6%, driven by sharp retail execution and premiumization, indicating strong consumer traction.
Walk the talk
Not enough tracked guidance to grade yet.
D2C focus continues: direct channels now 62% of sales, up 380 bps Y-o-Y.
Latest · newest first
2w ago · Fundraising
Allotment of shares under ESOP/ESPS.
3w ago · Business Update
Resignation of senior management personnel.
23 Jul 2026 · Fundraising
Allotment of shares under ESOP/ESPS.
21 Jul 2026 · Business Update
Revenue growth of 15.5% and EBITDA margin of 12.5% (44 bps increase).
Where it sits