Written Post: http://stockpickinginsights.com/inditex-shipping-and-returns-analysis

00:00 Intro

00:10 Summary 

03:15 Inditex shipping and returns: Europe

07:34 Inditex shipping and returns: United Kingdom (UK)

12:30 Inditex shipping and returns: United States (US)

15:16 To sum it up

18:19 Action points

Summary

• Inditex (Zara) ships the fastest, and is the most flexible when it comes to returns;
• Nike has free shipping and return, supported by the price premium of its great brand;
• Boohoo competes well in its home country (UK) with its subscription service;
• H&M is similar to Zara, Uniqlo isn’t competitive and Shein is the typical low-cost retailer.

Action points

• Are shipments and returns important for the companies in my portfolio? If yes,do the companies I own have defensible shipment/return competitive advantages?
  are they globally competitive, or only in their home country?
  are they offering differentiated services like same-day delivery, subscriptions or point schemes?
  
• What’s the impact of shipments and returns in my company’s margins?

Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1

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