• 032 Inditex Expansion of Physical Stores - Conservative, concentrated stock picking podcast

  • Sep 22 2021
  • Length: 10 mins
  • Podcast

032 Inditex Expansion of Physical Stores - Conservative, concentrated stock picking podcast

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  • Summary

  • Written Post: http://stockpickinginsights.com/inditex-expansion-of-physical-stores

    0:00 Intro

    0:14 Summary

    4:10 Inditex expansion by physical store count

    8:29 Action points

    Summary
    • Stores play a logistics and advertising role today, being an important chess piece;
    • There’s 94k potential store openings worldwide, with emphasis on China and U.S.;
    • Inditex expansion potential is high because the fashion retail market is highly fragmented.
    Action points
    • Do physical stores play a role in the companies I own, or are they liabilities?
    • What’s the physical expansion potential of the companies I own?


    Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1

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