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Jerónimo Martins equity research - a deeper look into supply chain
| Nome: | Descrição: | Tamanho: | Formato: | |
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| 1.92 MB | Adobe PDF |
Orientador(es)
Resumo(s)
In a world marked by multi-decade high inflation and disruptions in global supply chains,
companies able to properly manage their supply chains processes will most likely prosper
ahead of competition. This section extends the analysis of Jerónimo Martins’ business model,
focusing on the company’s cost side through a deep dive on its supply chain, addressing the
theorical side and linking it to financial statements performance quantitatively, and
benchmarking it versus the industry. We complement this with a holistic overview of the
industry’s supply chain, and its trends, and conclude that JMT is well positioned to improve its
supply chain operations.
Descrição
Palavras-chave
Finance Corporate valuation Equity research Consumer staples