Pet Retail Market and Valuation Outlook
Physical Expansion
34
Is Consolidation Viable for Megastores?
Ok, we understand the the megastores will consolidate the industry, but is there physical space for them?
And we map all possible points in the country, granularly...
Granular Geospatial Analysis - How many Megastores fit in Brazil; [cities]
...and the payback showing self-sustainability, with cash-generation...
Payback vs. Maturation; [years]
Number of Megastores New Cities
> 10
> 9
20
21
222232
> 8
> 7
25
> 6
35
> 5
42
> 4
58
> 3
80
> 2
> 1
126
226
The payback being less than the maturation time
indicates that stores are able to generate cash before
they are 100% ready in terms of revenue, therefore
being self-sustainable...
Maturation: 4 years
Overview | Promissing Industry | Assertive Hub-and-Spoke Strategy | Expansion to Outpace | Healthy and Solid Ecosystem | ESG | Valuation & Risks
Source: IBGE; QGIS; Company's Data; Diário Oficial; Team 7
Cobasi: 3.9 years
Petz: 3.1 yearsView entire presentation