Jan. 31 at 6:10 PM
$NKE Indonesia’s retail market is a lot bigger than I realized, which has me paying close attention to what
$NKE has to say about demand trends there.
One underappreciated way to play this theme, though, may be
$BRIA — a smaller women’s intimates and apparel company with exposure to Indonesia’s fast-growing, increasingly brand-conscious consumer base.
$BRIA was highlighted alongside global and regional leaders like
$NKE, Adidas (OTCMKTS: ADDYY), and PT Mitra Adiperkasa (IDX: MAPI) in Yiannis’s recent article, but it flies below the radar compared to those larger names. This is exactly what makes
$BRIA interesting as retail spending and discretionary demand continue to scale in Indonesia.
Worth a closer look for anyone tracking emerging market retail growth.
Article links:
SimplyWallStreet: https://simplywall.st/community/narratives/us/retail/nysemkt-bria/brillia/99hf2wuz-update-for-brillia
Medium: https://medium.com/@yianisz/did-indonesias-holiday-shopping-season-deliver-early-data-points-to-a-resilient-consumer-168818b3d2bd
