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.
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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.
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.
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.