Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603708.SS
HOLDREMOVEJiajiayue Group Co., Ltd. · Consumer Cyclical · China · $932M · Avg Vol: $7M/d
Jiajiayue Group is a regional supermarket chain in China. It operates in a low-margin, highly competitive sector with no structural moat or alignment with our macro themes.
COMPANY DESCRIPTION
Jiajiayue Group is a leading regional retail chain operator in China, dominating the supermarket and hypermarket landscape in Shandong Province. The company's primary competitive moat is its highly efficient, vertically integrated fresh food supply chain, which relies on direct sourcing from agricultural bases and advanced logistics centers. This localized density and supply chain control allow it to maintain superior margins and high customer loyalty against national and e-commerce competitors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.7B | 2.6B | 2.7B | 2.7B | -0.4% |
| EPS | 0.01 | 0.03 | 0.03 | 0.05 | 47.4% |
| Shares | 608M | 647M | 638M | 638M | +4.9% |
| Debt | 810M | 720M | 665M | 596M | -9.7% |
| Equity | 305M | 375M | 354M | 347M | 4.4% |
| Op CF | 198M | 239M | 170M | 235M | 6.0% |
| Inv CF | -97M | -95M | -64M | -72M | — |
| Fin CF | -110M | -27M | -164M | -66M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603708.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603708.SS | Jiajiayue Group Co., Ltd.(you) | $932M | 41 | HOLD |
| 600729.SS | Chongqing Chongbai Technology Group Co., Ltd. | $1.3B | 48 | HOLD |
| 002419.SZ | Rainbow Digital Commercial Co., Ltd. | $846M | 26 | SELL |
| 002264.SZ | New Huadu Technology Co., Ltd. | $726M | 28 | SELL |
| 6808.HK | Sun Art Retail Group Limited | $1.9B | 47 | HOLD |
| 600827.SS | Shanghai Bailian (Group) Co., Ltd. | $2.2B | 46 | HOLD |
| 600628.SS | Shanghai New World Co., Ltd | $614M | 22 | SELL |
| 000501.SZ | Wushang Group Co., Ltd. | $888M | 14 | STRONG SELL |
| 600682.SS | Nanjing Xinjiekou Department Store Co., Ltd. | $1.1B | 16 | STRONG SELL |
| 600814.SS | Hangzhou Jiebai Group Co., Limited | $790M | 68 | BUY |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%