A Tale Of Two Retailers - DMart And V-Mart: Systematix
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Systematix Research Report
Amidst the Covid-19 crisis, we analysed the business risks associated with the ‘cluster-based’ expansion strategy of Avenue Supermarts Ltd. and V-Mart Retail Ltd.
While almost 53% of DMart stores are clustered in Maharashtra and Gujarat, 57% of V-Mart stores are concentrated in Uttar Pradesh and Bihar.
A major slice of their business is impacted due to the restrictions and lockdowns imposed in their key markets to curb the rising number of Covid-19 cases.
We believe V-Mart is better placed than DMart given -
- the lower infection rate in UP and Bihar,
- comparable vaccination rate in these states despite lower spread and
- less stringent regulations by the state/local authorities.
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