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kulman
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   Posted: 21/Jun/2007 at 2:55pm |
Basant jee
Are there any concerns about May'07 sales and/or growth figures?
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basant
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Posted: 21/Jun/2007 at 3:34pm |
No. Nothing really. Same store sales were dismal but we should take a quarterly view on that. Should not be deciding ona company on a 30 day report card.
Pantaloon is more of a consumer story now rather thena pure retailing one.
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deveshkayal
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Posted: 21/Jun/2007 at 6:41pm |
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The short term concern i see with pantaloon is that of monthly sales figure and 9-12 months delay in completion of malls (Read today's ET)..But the subsidiaries like Future Capital,E-tailing,Media set off the concerns.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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deveshkayal
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Posted: 13/Jul/2007 at 6:27pm |
June sales are up on Pantaloon site
Click here to download the same
Particulars
Value Retailing 82.78 YOY% change
Lifestyle Retailing 75.54 YOY% change
Home Retailing 43.29 crores sales in June 2007.
Total 362.91 sales for June 2007, 105.31 YOY% change
Less: Intercompany sales 20.42 crores
Total 342.50 crores sales for June 2007, 93.76 YOY% change
Same Store Growth
Value Retailing 10.28 YOY % change
Lifestyle Retailing 22.88 YOY % change
Edited by deveshkayal - 14/Jul/2007 at 12:25pm
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posted: 13/Jul/2007 at 7:45pm |
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Same-store growth seems respectable. Is it on the high or average side, what do you say Basant sir?
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vivekkumar_in
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Joined: 19/Sep/2006
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Posted: 13/Jul/2007 at 8:25pm |
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Same store growth is much better than previous months'. I believe Biyani himself quoting somewhere , In the time when retail market is not matured, same store growth would be healthy if they are at 20%.
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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deveshkayal
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Posted: 11/Aug/2007 at 10:19pm |
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July '07 sales are up on Pantaloon site
Sales in July '07 from Value
Retailing stood at Rs.234.65
crores, while sales from Lifestyle
Retailing stood at Rs.108.50
crores.
Sales from Home Retailing stood
at Rs. 45.54 crores.
Same store growth under Value
Retailing was 2.28 per cent and
under Lifestyle Retailing 19.21
per cent.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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basant
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Posted: 12/Sep/2007 at 3:45pm |
While this month's numbers look compelling I would not pay too much attention because the company did a discount sale in August 97 whereas last year August did not see any discount sale.
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