Dino Polska (WSE: DNP) keeps opening supermarkets across Poland, but profit growth has slowed, and its shares have come under pressure. Has the investment thesis changed? Or has the market become too pessimistic?

In this episode we revisit our original Dino Polska deep dive and compare our expectations with what happened. We cover the retailer’s business model, competition with Biedronka and Lidl, pressure on margins, and its approach to reinvesting for growth. We also revisit the valuation.

Best Financial Data Provider
Save 15% on Fiscal AI. Financials, segments, and KPIs.

Best Portfolio Tracker
Save 15% on PDT. Track your portfolio automatically, 24/7.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the show

Research better with the TDI Terminal

Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.

 ➡️ Explore the TDI Terminal.com 

________________________________________________________

You can also find us on:

  ________________________________________________________ 

Disclaimer:
This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research. 

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör The Dutch Investors. Innehållet i podden är skapat av The Dutch Investors och inte av, eller tillsammans med, Poddtoppen.