vineetr
IIIndia Investments
•Created by cartoon_soldier on 10/18/2024 in #fundamental-analysis
Zomato vs Swiggy Macquarie Report
Good report, but all of these reports still miss the big pictyue on supply chain unit economics. For this model to be sustainable in the long run, the entire supply chain has to be profitable.
The dark stores not being on the balance sheet of the companies, ends up skewing the perception of whether this is sustainable.
Eventually without a reliable distribution chain, the model falls apart.
3 replies
IIIndia Investments
•Created by reo_sam on 12/12/2023 in #fundamental-analysis
General Discussions
I use Trendlyne. Screener requires a paid subscription for that feature
218 replies