Category: Retail
Explore all posts, stories, and insights related to the category "Retail" on Recursive Gains. Stay informed with in-depth analysis and trends.
Q2 2026
- AMRT Q2 2026 Free Cash Flow Finally Grew Again - But a Core Stake's Paper Loss Just Tripled to 85% of CostAug 15
- DMART Q2 2026 Revenue Grew 15%. Why Did the Growth Engine Just Downshift?Aug 15
Q1 2026
- DNET Q1 2026 The IDX Stock Pricing an Unlisted Retailer at 105.7 Times Its EarningsAug 15
- DMART Q1 2026 The Best Margin Quarter in Two Years, With Two Warning Lights Still OnJun 25
- AMRT Q1 2026 Why Did the Stock Hit a New Low the Same Quarter the Overhead Problem Finally Reversed?May 05
Q4 2025
- AMRT Q4 2025 Why Did Every Region That Collapsed in Q3 Suddenly Surge in Q4?May 06
- DMART Q4 2025 Employee Costs Jumped 30% the Same Quarter the CEO Announced His ExitMar 01
- DNET Q4 2025 Two Years of Unchanged Ownership Stakes Just Ended, Twice, With No ExplanationFeb 23
Q3 2025
- DMART Q3 2025 Finance Costs More Than Doubled. This Is a Trend, Not a Blip.Dec 01
- DNET Q3 2025 A Second New Joint Venture Just Appeared. Nobody's Explained the First One Either.Nov 18
- AMRT Q3 2025 Why Did Nine-Month Profit Fall for the First Time Outside the Pandemic?Nov 11
Q2 2025
- DMART Q2 2025 Finance Costs Just Grew 84%. The Company Still Hasn't Said Why.Sep 01
- DNET Q2 2025 The Company Just Quietly Increased Its Stake in a Money-Losing AssociateAug 19
- AMRT Q2 2025 Why Did Growth Vanish the Moment Q1 Ended?Aug 05
Q1 2025
- DMART Q1 2025 Operating Income Fell Year-on-Year for the First Time in This ArcJun 20
- DNET Q1 2025 Fast Food's Loss Narrowed 81%. Retail Grew Again for the First Time in a Year.May 20
- AMRT Q1 2025 Why Did the Stock Fall 28% in a Quarter Every Segment Grew?May 06
Q4 2024
- DMART Q4 2024 The Employee-Cost Cooldown Was a Miscalculation - It Actually Accelerated to 30%Mar 01
- DNET Q4 2024 Indomaret Just Posted Its Best Year Ever. Fast Food's Loss Nearly Doubled.Feb 24
- AMRT Q4 2024 Why Did Profit Fall for the First Time This Site Has Tracked, Even as Jabodetabek Recovered?Feb 05
Q3 2024
- DMART Q3 2024 Three Straight Quarters of ~27%+ Employee-Cost Growth Is a Trend, Not NoiseDec 01
- DNET Q3 2024 The Stock Jumped 84% in a Quarter. Nothing in the Filing Explains Why.Nov 19
- AMRT Q3 2024 Why Did the Stock Hit a Two-Year High the Same Quarter the Capital Region Had Its Worst Result Since 2023?Nov 05
Q2 2024
- DMART Q2 2024 Employee Costs Are Now Growing at 29% for a Second Straight QuarterSep 15
- DNET Q2 2024 Indomaret Bounced Back Hard in Q2. Fast Food's Loss Kept Growing.Aug 20
- AMRT Q2 2024 The Capital Region's Slump Just Entered a Third Straight Quarter - and Got WorseAug 12
Q1 2024
- DMART Q1 2024 The Margin Actually Expanded - and Merchandising, Not Cost Control, Did ItJun 20
- DNET Q1 2024 Associate Profit Nearly Vanished. Fast Food's Loss Nearly Tripled.May 21
- AMRT Q1 2024 Why Did the Capital Region's Segment Income Fall for a Second Straight Quarter?May 08
Q4 2023
- AMRT Q4 2023 Why Did the Region That Gained the Most Margin Post the Weakest Quarter?Mar 23
- DMART Q4 2023 The Festive Quarter Where the Margin Squeeze Finally StalledMar 01
- DNET Q4 2023 Full-Year Net Income Fell 44%. Indomaret Alone Explains Most of It.Feb 26
Q3 2023
- DMART Q3 2023 Profit Looks Like It Fell 9%. It Actually Grew - Here's the Base EffectDec 01
- DNET Q3 2023 Fast Food Indonesia Just Posted Its Worst Loss in This BacklogNov 21
- AMRT Q3 2023 Why Did Segment Income Fall in the Same Quarter Net Income Grew 16%?Nov 06
Q2 2023
- DMART Q2 2023 Five Quarters In, the Margin Squeeze Keeps Finding a New CauseSep 15
- DNET Q2 2023 The Associate Slowdown Continued Into Q2. FiberStar Kept Compensating.Aug 22
- AMRT Q2 2023 Profit Grew 28.6% and Cash Flow Flipped Positive - So Why Did the Stock Fall 10%?Aug 03
Q1 2023
- DMART Q1 2023 The Margin-Compression Streak Hits a Fourth Straight QuarterJul 01
- DNET Q1 2023 Revenue Grew 47%. Net Income Attributable to Owners Fell 29% Anyway.May 20
- AMRT Q1 2023 Profit Grew 15% This Quarter - So Why Did Operating Cash Flow Turn Negative?May 04
Q4 2022
- AMRT Q4 2022 The Rights Issue Deadline Passed Eight Months Ago - the Annual Report Doesn't Mention It OnceMar 30
- DNET Q4 2022 A Full Year of Growth, a Restated Quarter, and a Q4 Cash ReversalFeb 28
- DMART Q4 2022 Revenue Grew 25%. Margins Are Still Shrinking.Feb 01
Q3 2022
- AMRT Q3 2022 Its Segments Barely Grew This Quarter - So Why Did Profit Jump 96%?Nov 28
- DNET Q3 2022 The Reversal Was Approved in May. The Balance Sheet Still Hasn't Moved.Nov 15
- DMART Q3 2022 Profit Grew 64%. A One-Off Tax Benefit Did Much of the Work.Nov 08
Q2 2022
- AMRT Q2 2022 Its Rights Issue Deadline Lapsed - So Why Did It Just Buy a Bank?Aug 29
- DNET Q2 2022 The Dilution Overhang Just Reversed Itself — QuietlyAug 20
- DMART Q2 2022 A 574% Profit Jump That Isn't What It Looks LikeJul 25
Q1 2022
- DMART Q1 2022 Revenue Grew 18%. Profit Barely Moved. Here's Why.May 30
- AMRT Q1 2022 Did the Rights Issue Authorization Just Quietly Expire?May 27
- DNET Q1 2022 Associate Profit Jumped Eightfold. That Says More About 2021 Than 2022.May 18
Q4 2021
- DNET Q4 2021 Net Income Tripled. The Stock Fell Anyway.Feb 03
- AMRT Q4 2021 Why Did It Take a Year to Learn the Rights Issue Went Nowhere?Jan 31
- DMART Q4 2021 The Festive Quarter Kept Growing. So Did the Skepticism About the Price.Jan 25
Q3 2021
- AMRT Q3 2021 Why Did Headcount Drop 14% Right After It Surged 23%?Dec 14
- DMART Q3 2021 Recovery, Round Two - and This Time Margins Came Back FasterNov 02
Q2 2021
- DMART Q2 2021 The Second Wave Hit Harder Than the Headline Growth Number ShowsAug 05
- AMRT Q2 2021 Why Doesn't the Filing Mention the Deal That Sent the Stock Up 39%?Aug 03
Q1 2021
- DMART Q1 2021 Profit Grew Three Times Faster Than Revenue. Is That Sustainable?May 18
- AMRT Q1 2021 Why Did Profit Jump 42% in the Quarter Revenue Fell?May 11
Q4 2020
- DNET Q4 2020 Revenue Nearly Doubled. Net Income Fell 37% Anyway.Feb 08
- AMRT Q4 2020 After Three Silent Quarters, the Filed Books Finally Mention Covid-19 - and Shrug It OffFeb 03
- DMART Q4 2020 The Festive Quarter That Finally Beat Last YearJan 15
Q3 2020
- AMRT Q3 2020 Why Did Profit Keep Falling After the Growth Engine Recovered?Nov 03
- DMART Q3 2020 The Recovery Quarter That Still Wasn't a RecoveryOct 13
Q2 2020
- AMRT Q2 2020 Why Did the Fastest-Growing Region Suddenly Stop Growing?Aug 04
- DMART Q2 2020 Revenue Fell 33%. The Stock Rose Anyway.Jul 08
Q1 2020
- DMART Q1 2020 The Quarter Before the Lockdown: DMart's Last Normal PrintMay 20
- AMRT Q1 2020 Why Does the Best Quarter in Years Not Mention Covid-19 Once?May 08
Q4 2019
- DNET Q4 2019 The Indomaret Stake Trading at 76 Times Earnings on Almost No VolumeFeb 05
- AMRT Q4 2019 Did the Margin Recovery Actually Survive a Full Year?Feb 04
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q2 2018
Q4 2017
Q2 2017
Q4 2016
- DMART Q4 2016 A 31% Profit Jump, and Still No Stock to BuyFeb 06
- AMRT Q4 2016 Why Did Free Cash Flow Turn Negative in the Year Net Income Jumped 33%?Feb 03
Q3 2016
Q2 2016
- DMART Q2 2016 The Numbers Existed Before the Stock DidAug 10
- AMRT Q2 2016 Why Did Profit Jump 76% in a Half Where Short-Term Bank Debt Tripled?Aug 05