Revenue distribution by sectors:

• Retail (textiles, household goods, toys): approx. 70%
• Food and consumables: approx. 30%

Top 3 markets and their percentage shares:

1. Poland: approx. 40%
2. Spain: approx. 25%
3. Romania: approx. 15%

The Pepco Group N.V. generates the majority of its revenue in retail, particularly through the sale of textiles, household goods, and toys. The Polish market is the largest revenue contributor, followed by Spain and Romania. These markets are crucial for the group's growth as they have a strong presence and a wide network of stores.

Production Sites: Mainly in Asia, especially China, Bangladesh, and India.

Pepco Group N.V. sources the majority of its products from Asian countries. These regions provide cost-effective production opportunities that enable the company to offer competitive prices. The focus on these sites is typical for retail companies specializing in affordable products.

Revenue Growth: 10% (2024, estimated)
Store Expansion: 300 new stores (2025, planned)

The Pepco Group N.V. is pursuing a growth strategy that heavily relies on expanding its store network. For the year 2025, the company plans to open approximately 300 new stores to strengthen its presence in existing and new markets. This expansion aims to further increase market share in Europe.

In addition, Pepco Group places great emphasis on optimizing its supply chain and improving operational efficiency. Through investments in technology and logistics, the company aims to reduce costs and enhance margins.

Another strategic focus is on diversifying the product offering to better meet changing customer needs. This includes both expanding the range of products and introducing new product lines tailored to current consumer trends.

Main raw materials: Textiles, plastics, metals
Countries of origin: China, Bangladesh, India, Turkey

Pepco Group N.V. mainly imports textiles, plastics, and metals required for the production and sale of its products. These materials are predominantly sourced from Asian countries such as China, Bangladesh, and India, as these countries have strong production infrastructure and cost-effective labor.

Additionally, some materials are also imported from Turkey, known for its textile industry. This geographical diversification enables Pepco Group to benefit from different production capacities and price advantages.

Market share in Europe: 10% (2025, estimated)
Revenue growth: 8% (2024)
Number of stores: 4,000 (2025, estimated)

Pepco Group N.V. has established itself as a significant player in the European retail market, especially in the discount retail sector. The company's competitive advantage lies in its extensive store presence and its ability to offer cost-effective products that appeal to a broad target audience.

Another advantage is the efficient supply chain, which enables Pepco to keep operating costs low and thus offer competitive prices. The continuous expansion into new markets and the adaptation of its product range to local needs further strengthen its market position.

Despite intense competition in retail, particularly from other major discounters and online retailers, Pepco remains competitive through its strategic positioning and cost leadership. Analysts expect that the company can enhance its competitive advantage in the coming years through further expansions and optimizations of its operations.

Institutional Investor Share: approx. 70% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in Pepco Group N.V. is relatively high, indicating the trust of large investment funds and institutional investors in the company. This can be attributed to the group's stable market position and growth potential.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders are currently not making significant changes to their holdings. This could be interpreted as a sign of stability and confidence in the company's future development.

Market share of Pepco Group N.V.: 8% (2025, estimated)

Main competitors and their market shares:

1. Inditex (Zara, Bershka, etc.): 15%
2. H&M Group: 12%
3. Primark: 10%
4. Pepco Group N.V.: 8%
5. Lidl (textile sector): 7%
6. Aldi (textile sector): 6%
7. C&A: 5%
8. TK Maxx: 4%
9. Mango: 3%
10. New Look: 2%

Economic moat of Pepco Group N.V.:

The economic moat of Pepco Group N.V. is mainly based on its business model of discount fashion and household goods, targeting price-conscious consumers. The wide range of products and strong presence in Central and Eastern Europe provide a certain competitive advantage. The ability to operate cost-effectively while offering an attractive value proposition strengthens its market position.

Compared to competitors like Inditex and H&M, which have strong brand images and global presence, Pepco's economic moat is less pronounced. These competitors have a significant advantage due to their established brands, extensive supply chains, and strong online presence.

Primark is a direct competitor pursuing a similar business model. In this case, Pepco's economic moat is comparable, although Primark may have a slight advantage due to its larger market presence in Western Europe.

Overall, Pepco has a solid but not insurmountable economic moat. The competitive advantage lies mainly in regional market leadership and the ability to quickly adapt to market changes.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in Europe: 5% (2024)

In 2024, Pepco Group N.V. recorded a revenue growth of 10%, attributed to successful expansion into new markets and enhanced customer loyalty. The 8% profit growth in the same period indicates the company's ability to efficiently manage costs while increasing profitability.

With a 5% market share in Europe, Pepco positions itself as a significant player in the retail sector, reflecting strong competitiveness. The company's strategic initiatives, such as opening new stores and optimizing the supply chain, could further support growth potential.

Analysts view Pepco Group N.V. as a solid investment opportunity, particularly due to its expansion strategy and ability to adapt to changing market conditions. The long-term growth prospects remain positive, making the stock a potentially good investment.

Dividend payment: No dividend (as of 2025)

In recent years, Pepco Group N.V. has not paid any dividends. The company has focused on reinvesting profits into growth and expansion, particularly in new stores and improving existing infrastructure.

The reliability of dividend payments is therefore not guaranteed, as the company has not made regular distributions so far. Investors aiming for dividend yields should take this into account in their investment strategy and consider other companies that pay regular dividends if necessary.