Consumer Retailing Turkish Community

1. The Fundamental Pillars of the Investment Thesis: "Why Now?" BİM investment thesis is built on three main strategic pillars covering the 2025-2027 period, which the market has not yet fully priced in: 1.1. Normalization in Inflation Accounting and Tax Regime (Impact of Law No. 7571): Law No. 7571, accepted by the Turkish Grand National Assembly and stipulating that inflation adjustment will not be applied in the calculation of the tax base in the 2025, 2026, and 2027 accounting periods, is a turning point for BİM.Read more

BIM keeps opening new discount stores across Turkey, Morocco, and Egypt, and it’s also pushing hard on energy-saving projects like solar to lower running costs. But rising staff and other costs, plus regulatory scrutiny and a product mix that misses some high-demand items, could limit how much of that growth turns into better profits.Read more

Catalysts About Migros Ticaret Migros Ticaret operates a nationwide, omnichannel food retail platform in Türkiye, combining multi format supermarkets with rapidly scaling online grocery and meal delivery services. What are the underlying business or industry changes driving this perspective?Read more