Dino Polska (WSE:DNP) in Sohra Peak 2024 Q3

Navigating Industry Headwinds with Strategic Resilience

Apr 14, 2025

Summary

Facing temporary industry challenges including wage increases and price deflation.
Competitors engaging in aggressive promotions impacting margins.
Long-term growth supported by new store openings and expected macroeconomic stabilization.
Projected EPS growth of 20% CAGR driven by top-line growth and margin recovery.

In the Sohra Peak 2024 Q3 fund letter, Dino Polska (WSE:DNP, Financial) was noted for its resilience amid industry headwinds. The company has been affected by increased operating costs due to wage hikes and a deflationary pricing environment. Despite these challenges, Dino Polska is strategically expanding its store network, which is expected to drive significant growth once macroeconomic conditions stabilize. The fund remains optimistic about the company's long-term prospects, anticipating a recovery in margins and continued top-line growth.

"We expect Dino to grow its EPS at a CAGR of +20% over the next several years through double-digit top line growth and margin expansion." — Jonathan A. Cukierwar, Sohra Peak Capital, Q3 2024 Fund Letter

Read full letter at gurufocus Sohra Peak 2024 Q3 page.

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