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Posted by
Two Blokes Jul 6 -
Filed in
Stock
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Jerónimo Martins' pricing discipline, scale, and emerging-market expansion support long-term growth, despite recent margin compression and near-term profit pressure. Valuation is attractive versus peers, with a fair value 15–20% above current levels, supported by strong revenue growth and prudent capital allocation. Key catalysts include Polish volume recovery, margin normalization, Slovakia expansion, and Ara's profitability in Colombia, with potential for special dividends.
