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Posted by
Two Blokes Jun 21 -
Filed in
Stock
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7 views
I maintain my buy rating on Dino Polska, as the company's accelerated store openings and reinvestment support long-term growth despite short-term margin pressure. Dino's unique rural market focus, high vertical integration, and local monopolies remain key competitive advantages, enabling continued expansion and operational efficiency. Q1's weak like-for-like sales are explained by Easter timing and fewer trading days, while gross margin improvement and cost control are encouraging signs.
