Retail Stocks

Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY) is the largest pharmacy chain in Brazil where the market is heavily fragmented and where it has one of the…

Feb 23

Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

Brazil based and vertically integrated Vivara Participacoes Sa (BVMF: VIVA3) is the largest jewellery retail chain in Latin America. They are unique as…

Feb 23

Pick 'n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate

South African retailer Pick 'n Pay (JSE: PIK / FRA: PIK) just released earnings that show some green shoots for the future as well managed businesses…

May 6, 2023 •

Emerging Market Skeptic

MINISO Group Holding (NYSE: MNSO): Asia's Notorious Copycat Retailer

Lifestyle products retailer MINISO Group Holding (NYSE: MNSO) copied Japanese retail chains or brands Uniqlo, Muji and Daiso - and have arguably done it…

Apr 14, 2023 •

Emerging Market Skeptic

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