In today’s briefing:
- CP ALL (CPALL TB) – Increasing Size and Diversity
CP ALL (CPALL TB) – Increasing Size and Diversity
- A meeting with CP ALL (CPALL TB) management revealed some interesting new initiatives to drive growth as the company remains upbeat about its store expansion for 2025.
- The company is moving towards opening larger-sized stores, with more RTE and RTD offerings and some parking and food vendors outside, which will help diversify merchandise offerings..
- It is unclear what direction Seven & I’s restructuring will take, but looking through that, the company is trading on historically attractive valuations.
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