KMD 3.90% 37.0¢ kmd brands limited

I've a feeling Kathmandu's outdoor down jackets and winter...

  1. 1,990 Posts.
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    I've a feeling Kathmandu's outdoor down jackets and winter warmers are under threat from discounting from competitors like Macpac. I've also seen discounted down jackets from lower priced competition like Uniqlo.

    While not directly comparable, any sales eroded from Kathmandu, no matter how minor, is still a problem.

    I'm watching this stock for a good entry point. I still think the brand has some value, but I'm uncertain about it's future as an investment with the limited capital I have to deploy.

    Have added to my watchlist.
 
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