What is happening to Mamaearth? | The Daily Brief #108

What is happening to Mamaearth? | The Daily Brief #108

Markets by Zerodha

6 часов назад

6,693 Просмотров

In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:

1. Mamaearth reported a 19 crore loss- Mamaearth, once a digital-first success story, is facing the harsh realities of scaling offline. With a ₹19 crore net loss, inventory write-offs, and demand forecasting issues, the company’s operational missteps are proving costly. The challenge now is whether it can pivot quickly enough to regain its momentum.

2. Gold prices are at an all time high- Gold is hitting record highs, but demand in India remains surprisingly strong, driven by festive and wedding purchases. With central banks buying big and a transformed supply chain boosting official imports, the gold market is evolving, reflecting shifts in consumer behavior and retail strategies.

3. India’s Footwear Boom- We dive into India’s booming footwear market as top brands like Campus, Bata, and Metro redefine the industry. Explore the rise of athleisure, premium trends, and a shift toward online and offline expansion that's reshaping how Indians shop for shoes.

Timestamps:
00:00 Stories Coming Up!
00:23 Intro
01:03 Mamaearth reported a 19 crore loss- what happened?
06:58 What’s driving the gold price rally?
12:12 How Campus, Bata, and Metro are Reshaping India's Footwear Industry
17:52 Tidbits

Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/

Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/

Listen to this episode on your preferred podcast platform:

Spotify: https://open.spotify.com/show/2SJiLdv5LdxN2y2TKzJcdn

Apple Podcasts: https://podcasts.apple.com/in/podcast/the-daily-brief/id1754694834

Watch this episode in Hindi on @marketsbyzerodhahindi : https://youtu.be/V1KqYrDbKSY


Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended.

Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
Ссылки и html тэги не поддерживаются


Комментарии:

@karthik007
@karthik007 - 19.11.2024 04:47

Mamaearth is like the Byjus of the beauty industry. Makes shitty products and spends major part of its revenue in marketing and diversifying their product line unnecessarily instead of focusing on improving the quality of existing products.

Ответить
@chandrakanth94
@chandrakanth94 - 19.11.2024 04:51

Appreciate your efforts

Ответить
@nileshjain6648
@nileshjain6648 - 19.11.2024 05:08

Just like Mufti, they showed higher sales just before IPO and now everything is being bought back

Ответить
@vasanthkumar-dx1iy
@vasanthkumar-dx1iy - 19.11.2024 05:17

How much cash does DIIs have in hand?

Ответить
@sumanthhegde66
@sumanthhegde66 - 19.11.2024 05:17

Hello Good Morning Zerodha..

Today'story was very informative. Reson for Gold rate fluctuation in present day is explained in very understandable way. Nice one.

Thanking you
Sumant Hegde

Ответить
@shubhampatidar8079
@shubhampatidar8079 - 19.11.2024 05:23

Maja avi gayoo ❤

Ответить
@xiangziification
@xiangziification - 19.11.2024 05:26

Mama earth is a waste company, i have never invested in their stocks because i tried their products and found that its more of a hype than quality

Ответить
@Hemant-RK
@Hemant-RK - 19.11.2024 06:06

Good Anurag

Ответить
@prachurjyaborkakoty
@prachurjyaborkakoty - 19.11.2024 06:35

From what I have seen mamaearth became famous mostly through influencer marketing. There was a time when both wow skin science and mamaearth were heavily marketing through online influencer channels. Slowly wow promotions came down a lot maybe mamaearth gave better pay then wow. So I tried using hair products from both wow and mamaearth one thing that I noticed is that the hair becomes soft and shiny from the first few washes but over a period of time it started damaging my hair and dryness kicked it a lot. Added to that I started having lot of hairfall. Dn I tried different product for hairfall and dryness issues the product worked for a few weeks and then it again got worsen. Stopped using their products completely and now my hair feels like a breath of fresh air. I even asked few of my friends who were using their products everyone had to say the same thing it damages the hair. This in turn has led to disappointments and a negative feedback has kicked in towards them and many shifted to well established brands again.

Ответить
@sharanchuraky6356
@sharanchuraky6356 - 19.11.2024 06:39

Enjoyed the mama earth part

Ответить
@zahveer7
@zahveer7 - 19.11.2024 07:44

You have mentioned the potential, footwear brands such as Bata and Relaxo hold for investors. Based on the sales and revenue figures posted by them quarter on quarter, and also the way their stocks have performed since the last few years, it seems to say otherwise. Could you please elaborate on that.

Ответить
@mayankprajapati5721
@mayankprajapati5721 - 19.11.2024 08:05

Nice shirt anurag!

Ответить
@ANURADHASRINIVASAN-z1l
@ANURADHASRINIVASAN-z1l - 19.11.2024 08:42

well summarised

Ответить
@abinandshetty7090
@abinandshetty7090 - 19.11.2024 08:48

isn't decathlon missing from footwears story ?

Ответить
@arjunnair2924
@arjunnair2924 - 19.11.2024 09:04

The biggest mistake is their product
If your product is not good then the business is definitely going to fail

Ответить
@arunkottolli
@arunkottolli - 19.11.2024 09:40

Mamaearth is a fraudulent company. They resorted to channel stuffing to increase revenue and then write off the returned material.
First of, they don’t manufacture/develop any of their products. It’s a pure marketing company, with zero engineering expertise.

Ответить
@ridhivyas3217
@ridhivyas3217 - 19.11.2024 10:13

Very informative!

Ответить
@harshbhatt8824
@harshbhatt8824 - 19.11.2024 10:28

Mamaearth's certain products are really good but not all. I believe this brand and hope they don't die off

Ответить
@AnjanMahapatra-c4k
@AnjanMahapatra-c4k - 19.11.2024 10:42

Would love an in-depth analysis of the Real Money gaming space as well, similar to the footwear story.

Ответить