Inditex, S.A.
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Search complete. 62 mentions across 30 episodes found for "Inditex, S.A.".
Sep 23, 2026
Paco LodeiroGUEST
Entonces, al final, pues, eh, el precio ha caído porque la empresa cada vez gana menos.
Paco LodeiroGUEST
En cambio, Inditex, ¿por qué ha subido mucho en los últimos años? ¿Por qué ha multiplicado por diez? Pues porque la empresa lo hace muy bien.
Paco LodeiroGUEST
Está bien gestionada, tiene poca deuda, la rentabilidad sobre el capital es alta y al final, los, eh, el precio sigue a la capacidad de generar valor, a los beneficios de la empresa.
Marcos VázquezHOST
Y aquí está esta labor difícil de intentar estimar cuál es el valor de esa empresa para ver si está por, por encima del precio actual, ¿no? Y esta es la base, de hecho, de tu estrategia de inversión, el famoso value investing, inversión en valor.
Paco LodeiroGUEST
Pues en una frase, que es, eh, el título de, de un capítulo de, del libro, pues al final es comprar euros a cincuenta céntimos.
Paco LodeiroGUEST
Así que, ¿qué tenemos que hacer? Después de todo lo que hemos comentado, es analizar negocios, ver lo que hacen, qué está detrás.
Paco LodeiroGUEST
Pues en el caso de Inditex, pues vemos que vende ropa, que es un negocio de, de fast fashion, que se va expandiendo, que la clave que tiene del negocio y su ventaja competitiva es adaptarse muy rápido al mercado.
Paco LodeiroGUEST
Eh, la logística de, de Inditex es difícilmente batible a nivel mundial y que, y una de, de las preguntas que debemos hacernos es por qué una-- un cliente compra en Inditex.
Steve DennisHOST
... rather than the reading.
Michael LeBlancHOST
Uh, [laughs] and then we'll be back with news on Inditex and Kroger, and finish as usual with our very popular What's on our Radar Screen segment.
Michael LeBlancHOST
Now, Steve, you, uh, look, uh, on camera a little bit different, and you sound a bit different.
Michael LeBlancHOST
Where are you, and what are you doing there?
31 MINS LATER
Michael LeBlancHOST
... like lots of great stuff there.
Michael LeBlancHOST
All right, let's get back to the news.
Michael LeBlancHOST
Uh, let's start with the, uh, strangely named yet, uh, with a familiar name, Inditex, uh-
Steve DennisHOST
Yeah
Ron JohnsonGUEST
And Apple hasn't had checkout for well over a decade, almost 15 years.
Ron JohnsonGUEST
But then there are stores like Zara, Inditex, Uniqlo, these high-volume global apparel.
Ron JohnsonGUEST
You just take your clothes off.
Ron JohnsonGUEST
You drop them in a bin.
12 MINS LATER
Ron JohnsonGUEST
I think all the good people in business and life love what they do and are committed to it and put in a lot of time.
Sam RinesPANELIST
So if there's one person in retail that you really, really respect and think did a phenomenal job, who is it?
Ron JohnsonGUEST
Well, I go back to Mr. Ortega from Inditex.
Ron JohnsonGUEST
You know, I think Zara, Massimo Dutti, the way they run a global retail business is second to none.
FitzHOST
All right.
FitzHOST
So here I would say, for example, Inditex and Banco Santander, Spanish company.
FitzHOST
And you would say both of them are Spanish companies.
FitzHOST
So Inditex and Banco Santander, Spanish company.
AleGUEST
Both of them are Spanish companies.
FitzHOST
Very good.
![Retail Roundup [news, trading updates & stories from Retail Economics]](https://particle.news/cdn-cgi/image/format=auto,width=128/https://cdn.particle.pro/url/media/dba3e128-c230-5a0d-a935-b60d5f10c85f/8b367a67f9fe107143b1c31dd4621c60922a19b9193973f7e91f47231cbd88d2)
speaker_1HOST
Moving to clothing and footwear, where there were several financial updates this week.
speaker_1HOST
Inditex reported sales of £17bn in the six months to 31 July, up 7.6%, while gross profit increased just over 8% to £10bn.
speaker_1HOST
EBITDA rose almost 8% to £4.7bn, while net income increased 6.8% to £2.6bn.
speaker_1HOST
Gross margin reached to around 59%.
Andrew SkatoffGUEST
So we're looking across the world.
Andrew SkatoffGUEST
So you might have like the Ortega family with Inditex, so Zara, the retailer, or the CUNY family, CUNY Nagel, which is a logistics company in Switzerland and Europe.
Andrew SkatoffGUEST
And so you end up with all of these global businesses.
Andrew SkatoffGUEST
And I think what was also super compelling is over time, you could kind of see which industries are doing well as you go back through the decades.
Dan CoatsworthHOST
They kind of implied it was just too hot for people to go out.
Dan CoatsworthHOST
Now, we've just had some results out from Zara owner Inditex basically saying summer was absolutely brilliant.
Dan CoatsworthHOST
So you kind of wonder who...
Dan CoatsworthHOST
Is, is Dunelm sort of making it up? But, um, you know, the, the old retailers do love to reach for excuses, but I think it's interesting though.
Shaun WindeattGUEST
Thank you.
Will BainHOST
Shaun Windey out there, the now, uh, chief executive officer at the BGC Group parent company, uh, of Cantor Fitzgerald, as he was mentioning earlier, who lost more than six hundred and fifty colleagues on nine elevent.
Will BainHOST
Obi, I was, I was gonna bring you in it, in there as well, but, uh, I understand it was you were very early in your career in financial services, right, on nine elevent?
Obi AgyekamePANELIST
Well, I mean, I was actually, uh, pre-financial services, but I remember it was, I was about a week into my, my commute into London, and, um, one, one thing that stood out for me was just there wasn't as much information back then as we have today.
Will BainHOST
I know there's plenty on Five Live Breakfast to come as well.
Will BainHOST
Just gone ten minutes to six here then on Wake Up to Money.
Will BainHOST
Uh, if you were listening to Shaun a little bit later on in the morning yesterday, you'd have heard him talking about this interesting line that appeared in the financial results for, of Associated British Foods, the parent company of Primark, because the high street store would... has been a long-term holdout on the idea of selling online.
Will BainHOST
Not for much longer.
Paul SimsSOUNDBITE_SPEAKER
But there's also the she-in factor.
Paul SimsSOUNDBITE_SPEAKER
So not just she-in, there's Temo2 and Zara's parent company Inditex have that low brand lefties moving into Primark's territory and all competing at very comparable price points to Primark with home delivery as standard.
Paul SimsSOUNDBITE_SPEAKER
That home delivery is becoming increasingly expected for younger shoppers.
Jill DvorakHOST
We've got five great stories starting in Europe.
Jill DvorakHOST
We have Inditex and their Q2 results.
Jill DvorakHOST
Then we have H&M staying in Europe.
Jill DvorakHOST
Then we're going to move over to the APAC region and talk about JD.com. Obviously, China, robots, AI.
Jill DvorakHOST
And we will end back in the APAC region in Australia.
Alex RezvanHOST
Fantastic.
Alex RezvanHOST
Okay, so tell me, what's happening with Inditex?
Jill DvorakHOST
Wow.
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