Zabka Polska
Convenience store companyWikipedia
24
MENTIONS
6
EPISODES
6
PODCASTS
Search complete. 24 mentions across 6 episodes found for "Zabka Polska".
Sep 24, 2026
Logan ClarkAUDIENCE
Yeah.
Logan ClarkAUDIENCE
You guys should look up, it's called Zabka.
Logan ClarkAUDIENCE
It's their, uh, it'd be like, uh-
Charlie BerensHOST
A Weider?
Logan ClarkAUDIENCE
... their, uh, their gas station.
Charlie BerensHOST
Oh, Zabka.
Logan ClarkAUDIENCE
Over there.
Charlie BerensHOST
I've s-
Kiri MastersHOST
There was only one word that I could reliably pronounce after a week in Poland, Żabka.
Kiri MastersHOST
[laughs] Polish is a particularly unforgiving language for an outsider, and since most people that I interacted with while I was there spoke perfect English, I didn't have much of an opportunity to really practice.
Kiri MastersHOST
Żabka, on the other hand, was on nearly every corner.
Kiri MastersHOST
Żabka is a convenience chain.
Kiri MastersHOST
Think of something like a 7-Eleven, but closer to the Japanese type of 7-Eleven, where they have pre-prepared food and hot food that's actually worth eating.
Kiri MastersHOST
There are around 13,000 Żabka stores in a country of just 37 and a half million people.
Kiri MastersHOST
Often these stores are within sight of one another.
Kiri MastersHOST
Now, I was only in Poland for a week, and it was for a pretty briskly paced family holiday, so I didn't do as much retail media recon as I would've liked.
RahilPANELIST
Two days later, the stock hit its all-time high around $93.76. Then on the 31st of July came the big news.
RahilPANELIST
They agreed to buy Zabka, a Polish convenience chain for about $8.6 billion.
RahilPANELIST
The largest deal in the company's history.
RahilPANELIST
The market did not like it.
LloydHOST
...
LloydHOST
Circle K is called Zabka.
Chrissy TroyHOST
Okay.
Ace BurpeeHOST
Okay.
LloydHOST
Spelled Zabka.
Ace BurpeeHOST
Okay.
LloydHOST
And so it's a convenience store.
Simon BelangerHOST
It's been a lot of stuff going on with them, at least recently with the acquisition of that, I believe that Polish was it?
Dan KentHOST
Zabka, I think it's called.
Simon BelangerHOST
Yeah.
Simon BelangerHOST
Mm-hmm.
8 MINS LATER
Dan KentHOST
I would, like, zero question, I would think it would have an impact.
Dan KentHOST
I'm just, like, wondering how they're confident enough to say it's definitely having an impact.
Dan KentHOST
In terms of leverage, company's getting leveraged down quite a bit, but it's probably gonna be shot right back up after that Zabka acquisition.
Simon BelangerHOST
Yeah.
Filiberto AmatiHOST
And there are companies where they put everything, it's a discount, bottom line, and so they manage through that.
Filiberto AmatiHOST
So when we start looking at the pure players, the Polish pure players, the Biedronkas, the Starokrówka, even the Żabka of this world, how sophisticated is their approach on one end, but really how do they manage their PNL? What is it that you should know before entering a negotiation with these guys?
Dominik WilkGUEST
Yeah, as my direct experience comes from Eurocash, which represents wholesaler and traditional trade side, as well as Leclerc, as well as supporting some other retail chains.
Dominik WilkGUEST
I would divide this into basically a core of the P&L on the side of a retailer.
Dominik WilkGUEST
Taking in consideration my experience as a supplier, we'll be looking a little bit on different points.
Dominik WilkGUEST
So the core is the same.
Dominik WilkGUEST
But when I think right now about the international fast-moving consumer goods assortment from sweet and snacks categories, there is a difference and a differentiation, in my opinion, when you approach, for example, Biedronka, when you approach Żabka, when you approach Stokrotka, when you approach Dino.
Dominik WilkGUEST
So in that terms, of course, the profit will be the most important or big for players.