Discussion about this post

User's avatar
Noordermeer Capital's avatar

Take a look at how many store space Biedronka has, whether Dino is able to get more store space than biedronka, the current rate of store openings, LFL sales that are similar to competitors if you adjusted for new stores.

Management needs to be skilled (at capital allocation outside of store openings) and smart to compound at a decent rate.

Expand full comment
karthick's avatar

Kevin, Nice Review on Dino. Good Management always comes up with surprises for their shareholders in term of capital allocation. Let ride with them to see how it unfold.

Expand full comment
16 more comments...

No posts