B&M European Value Retail
BME
pitch
short
Sisy Wang ’16
Thesis
B&M European Value Retail is overvalued based on its current earnings and market conditions. The company faces significant competition and potential headwinds in the retail sector that could impact its profitability.
Did it work?
failed
confidence: high
The stock price of B&M European Value Retail has increased by 72.6% since the pitch, indicating that the short thesis did not hold as the company has not faced the anticipated challenges that would lead to a decline in profitability. Given the significant time elapsed, it is clear that the thesis was incorrect regarding the company's valuation and competitive position in the market.
Raw excerpt
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