Concern
- Q to Q reduction in revenue in last qtr/ slower rev pace for new store
- when one visits Dmart, savings are guaranteed but shopping pleasure/experience is missing. Doubt GenZ or little affluent will like to visit store frequently, which may put pressure on margin as lower middle class shopping will always be very price sensitive and on cheaper products, which will further drive away little affluent or say higher middle class (non ac store, noisy, cramped shop flr, not so presentable reck storage, feels like mass bazar, quality n storage style of general merchandise of very poor quality, but yes cheap)
Opportunity
- bigger stores gives opportunity to introduce canteen n pharma outlet
2.self funding model still on correct path
Disc: invested
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