Campus Sees Volume Volatility but ASP Strength Holds as Consumer Trade-Up Continues
Campus’ volumes remain choppy, but strong ASP progression signals ongoing premiumisation and improved realisation per pair, helping stabilise overall performance.
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BBQ’s Same-Store Performance Declines as Discretionary Dining Moderates
Barbeque Nation’s SSSG has stayed negative for most quarters, underscoring soft discretionary demand and limited unit-level momentum despite ongoing store expansion.
Barbeque Nation Adds Stores but Per-Store Revenue Remains Flat
Barbeque Nation continues to add stores, but per-restaurant revenue has plateaued, indicating a shift toward footprint-driven growth and softer unit-level momentum.
Carvaan Volumes Decline Sharply After FY24 Peak as the Category Normalises
After hitting peak demand in FY24, Carvaan volumes have sharply corrected, reflecting category maturation and the fading of one-time adoption and gifting-led surges.
Page Industries Returns to Positive Volume Growth After FY23 Decline
After a deep FY23 reset, Page Industries’ core Jockey franchise has stabilised, driving consistent mid-single-digit volume recovery, supported by normalised inventory and steady traction across innerwear, athleisure, and Speedo swimwear.