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Analyses on Rami Levi (4)
- March 26, 2026March 26, 2026
- Follow-up
Good Pharm: Store-rollout growth versus margin quality
Good Pharm is already large enough to move the group mix, but 2025 shows the chain added volume faster than it improved margin quality. As long as same-store sales and sales per square meter are rising while operating margin is slipping, the story is still rollout first and syne…
- Follow-up
Rami Levy: What the Super Cofix move into retail is really worth
The Super Cofix move into retail is first a presentation change and an ownership clean-up, and only after that an operating test. The grocery activity was already inside the 2025 consolidated accounts, some of its improvement levers were already active before the merger, and 202…
- Follow-up
Rami Levy: The lease burden, related-party rent, and what is really left after everything
The absence of material bank debt does not make Rami Levy light on cash commitments. In 2025 leases were the main fixed burden, and once they are read together with CAPEX, dividends, and the Coopix minority purchase, flexibility looks far tighter than the headline balance-sheet…
Rami Levy In 2025: Discount Retail Still Works, but 2026 Will Test Cash Quality
Rami Levy enters 2026 with a strong discount-retail core, but the coming year will be judged less by revenue growth alone and more by whether it can absorb the urban-store move, keep expanding Good Pharm without further margin erosion, and rebuild real room in cash after all com…
