Group 1 - Jerónimo Martins is positioned near the bottom among big retail names, particularly in the defensive plays category like supermarkets and grocery chains [1] - The analysis is conducted by a research firm focused on the U.S. restaurant industry, covering various sectors including consumer discretionary and food & beverage [1] - The research emphasizes uncovering hidden value in public equities, particularly in micro and small caps often overlooked by mainstream analysts [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics and a Bachelor's in Business Administration [1] - Specialized training in valuation, financial modeling, and restaurant operations is highlighted, along with practical experience as a franchise partner [1]
Jeronimo Martins: A Defensive Play With A Growth Story