Inditex: Fast Fashion - [Business Breakdowns, EP.196]

This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from, and we are here. to bring them to you.

To find more episodes of breakdowns, check out joinccolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are covering the world of fast fashion and breaking down into

Inditext. If you don't know the name Indotext, you certainly know Zara, the core business inside Indotex. My guest, Alistair Wittitt, recently launched Acus Partners, an equity boutique specializing in European and global equities, and he has followed Inditext for decades. He gets into how this company pivoted their business over the years from the initial store expansion, the e-commerce evolution, and what has allowed Inditex to succeed where other fast-fashioned peers have really struggled over the years. Now, personally, I love hearing about a business that is powered by its supply chain and how this vertical integration has been core to Indotex's DNA from day one stands out.

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