Avenue Supermart: a compounding machine?

My short thesis is:

1. Currently FMCG companies want to protect their GT network as it helps them maintain control. (Eg:

   

   You can read the full article dated 18July 2022 here VC money can’t buy Parle-G biscuits. What?)

2. Going forward, as % of MT will increase, FMCG companies will be forced to give them more preferential treatment. This will further improve their topline( more access to KVIs) and bottomline ( high margin passthrough from FMCG companies)
   Disc: Invested