6 months back we had done a deep dive on Jubilant Foodworks.
During the deep dive we had discussed 3 good things and 4 risks about the business.
The three good things -
1 - Format Innovator & Track Record of Growth & consistent profitability
2 - Right to win vs. other QSR chains
3 - Great unit economics and negative Working capital cycle supporting growth
However, we also spoke about 4 risks in the business:
Of all the 4 risks covered, there’s a 5th risk that is currently playing out -
