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034 Inditex Shipping and Returns Analysis - Inditex Stock Analysis - European Stocks

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Written Post: http://stockpickinginsights.com/inditex-shipping-and-returns-analysis

00:00 Intro

00:10 Summary 

03:15 Inditex shipping and returns: Europe

07:34 Inditex shipping and returns: United Kingdom (UK)

12:30 Inditex shipping and returns: United States (US)

15:16 To sum it up

18:19 Action points

Summary
  • Inditex (Zara) ships the fastest, and is the most flexible when it comes to returns;
  • Nike has free shipping and return, supported by the price premium of its great brand;
  • Boohoo competes well in its home country (UK) with its subscription service;
  • H&M is similar to Zara, Uniqlo isn’t competitive and Shein is the typical low-cost retailer.
    • Action points
    • Are shipments and returns important for the companies in my portfolio? If yes,do the companies I own have defensible shipment/return competitive advantages?
      • are they globally competitive, or only in their home country?
      are they offering differentiated services like same-day delivery, subscriptions or point schemes?
    • What’s the impact of shipments and returns in my company’s margins?


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