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The recent performance of 7-Eleven Malaysia, the king of many large-scale stores.
In the recent performance of the large-scale convenience store king 7-Eleven Malaysia, both income and profits have increased slightly, but cost pressures are also rising.
The company currently operates 2611 convenience stores, including 471 7-CAFÉ stores. 7-CAFÉ is their new flagship, focusing on ready-to-eat meals and fresh food, attracting more customers. This model is expanding rapidly, with 88 new stores opened this quarter, the fastest growth ever.
Convenience stores provide a buy-and-use experience.
This is something that online platforms and supermarkets cannot fully replace.
The company's revenue this quarter is 0.744 billion ringgit, an increase of 5.5% compared to the same period last year, mainly due to the revenue growth from new stores and holiday consumer spending. The net income for this quarter is 10.93 million ringgit, an 11.8% year-on-year increase (compared to 9.77 million ringgit in the same period last year). However, the increase in rent, employee wages, and logistics costs has increased operational pressure.
7-Eleven plans to continue expanding 7-CAFÉ stores, especially by promoting this model in more cities, while increasing profits through launching proprietary brands and ready-to-eat products. Although current operating costs are relatively high, they hope to improve by optimizing products and enhancing store efficiency.
#7CAFÉ #market competition #supply chain optimization #consumer stickiness #industry trends #convenience stores #Malaysia
Simply put ... 7-Eleven relies on opening new stores and the success of 7-CAFÉ, which has led to an increase in revenue, but also increased cost pressure. If they can stabilize costs and expand the new model to more areas, there is still hope for future growth ... but VT stocks are not my cup of tea ...
7-Eleven > 7-CAFÉ > 7-bistro > 7-restaurant
The main competition comes from other local convenience stores and supermarket chains such as MyNews, FamilyMart, and Aeon's MaxValu. These competitors are also expanding into the ready-to-eat meal and fresh food sectors, increasing market competition pressure.
The convenience store industry has a relatively low entry barrier, especially regional small convenience stores that may quickly enter the market. However, scaled operations and brand building require substantial capital and time investment. #Economies of scale form a moat but can also lead to downfall ... #Economies of scale can be a double-edged sword, not a laughing matter #Just look at Starbucks coffee ...
#Economies of scale operation 7-Eleven's supply chain relies on multiple suppliers to provide fast-moving consumer goods and fresh food. Suppliers have relatively weak bargaining power because 7-Eleven's scale gives it a certain degree of leverage in the supply chain. It also has a certain pricing power facing customers.
After a lengthy discussion... net income margin... 1.5% for this quarter.
The company currently operates 2611 convenience stores, including 471 7-CAFÉ stores. 7-CAFÉ is their new flagship, focusing on ready-to-eat meals and fresh food, attracting more customers. This model is expanding rapidly, with 88 new stores opened this quarter, the fastest growth ever.
Convenience stores provide a buy-and-use experience.
This is something that online platforms and supermarkets cannot fully replace.
The company's revenue this quarter is 0.744 billion ringgit, an increase of 5.5% compared to the same period last year, mainly due to the revenue growth from new stores and holiday consumer spending. The net income for this quarter is 10.93 million ringgit, an 11.8% year-on-year increase (compared to 9.77 million ringgit in the same period last year). However, the increase in rent, employee wages, and logistics costs has increased operational pressure.
7-Eleven plans to continue expanding 7-CAFÉ stores, especially by promoting this model in more cities, while increasing profits through launching proprietary brands and ready-to-eat products. Although current operating costs are relatively high, they hope to improve by optimizing products and enhancing store efficiency.
#7CAFÉ #market competition #supply chain optimization #consumer stickiness #industry trends #convenience stores #Malaysia
Simply put ... 7-Eleven relies on opening new stores and the success of 7-CAFÉ, which has led to an increase in revenue, but also increased cost pressure. If they can stabilize costs and expand the new model to more areas, there is still hope for future growth ... but VT stocks are not my cup of tea ...
7-Eleven > 7-CAFÉ > 7-bistro > 7-restaurant
The main competition comes from other local convenience stores and supermarket chains such as MyNews, FamilyMart, and Aeon's MaxValu. These competitors are also expanding into the ready-to-eat meal and fresh food sectors, increasing market competition pressure.
The convenience store industry has a relatively low entry barrier, especially regional small convenience stores that may quickly enter the market. However, scaled operations and brand building require substantial capital and time investment. #Economies of scale form a moat but can also lead to downfall ... #Economies of scale can be a double-edged sword, not a laughing matter #Just look at Starbucks coffee ...
#Economies of scale operation 7-Eleven's supply chain relies on multiple suppliers to provide fast-moving consumer goods and fresh food. Suppliers have relatively weak bargaining power because 7-Eleven's scale gives it a certain degree of leverage in the supply chain. It also has a certain pricing power facing customers.
After a lengthy discussion... net income margin... 1.5% for this quarter.
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