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

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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?


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