This is Matt Reustle and today we are breaking down Polish grocer, Dino Polska. We cover the unique dynamics of the Polish consumer, how Dino differentiates itself from its larger competitors and the economics behind its new store roll-out strategy.
Our guest is Jon Cukierwar of Sohra Peak Capital Partners. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here: www.joincolossus.com/episodes...
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Show Notes
[00:00:00] - Introduction
[00:03:21] - [First question] - The fall of communism in the 1990s and how it shaped the business landscape of Poland today
[00:05:43] - Dino’s unique and differentiating characteristics as a grocery store
[00:08:55] - The current market landscape of superstores, proximity, and mom and pop grocers in Poland
[00:12:36] - The size and scale of Dino as a business today
[00:14:01] - Key players and main events in Dino’s history
[00:20:03] - Where Dino’s margins fall relative to their competitors
[00:22:47] - Their relationship to the construction side of their business
[00:26:34] - The payback period of a new Dino store and how long until they reach maturity
[00:29:09] - Owned land and other factors in their real estate strategy
[00:31:10] - How much of their accessible market opportunity has been seized and their potential growth rate over the coming years
[00:34:20] - What their growth rate would have to be to ensure they reach their projected scale
[00:36:23] - How he values grocers as an investor in both Poland and the US
[00:38:12] - Cyclicality in revenue streams and what impacts them
[00:40:26] - Ways Dino finances their growth and if any capital has been given back to shareholders in dividends
[00:42:13] - Potential risks and threats to their business
[00:45:10] - How he grew and built conviction with risks in an emerging market
[00:47:48] - The main lessons he’s learned from studying Dino Polska
#businessbreakdowns #dinopolska #podcasts
Негізгі бет Ойын-сауық Dino Polska: Serving Small-Town Poland - [Business Breakdowns, EP. 64]
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