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, 2024

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, 2024

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts