Avenue Supermart: a compounding machine?

I have worked in the grocery retail sector for the last 6 years, and would like to give my 2 cents here:

1. Grocery Retail in the big market in India. And everybody is looking to crack it, but unfortunately, nobody has.
2. DMart is the best placed among modern retail grocery players in India, especially after the end of Big bazaar.
3. DMart’s strength is in its category and ops teams. They have some of the lowest rates in the logistics industry, and they pay their vendors faster than other companies, hence, vendors alos stick with them.
4. DMart’s assortment choice is very good. They also choose a cluster approach when opening new stores, prefering to dominate a state before moving on to the next one. This is similar to Walmart’s approach in USA, and has a lot of benefits. As they dominate the retail landscape in certain states, the suppliers (FMCG companies etc.) have to give them preferential pricing, supplies in order to maintain their sales.