Fuel price and raw material inflation
Rising fuel and raw material costs may impact consumer demand in the short term, though premium positioning provides some insulation.
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Material risks this quarter
medium
Supply chain disruptions in H2
Global supply chain uncertainties could cause intermittent merchandise availability, particularly in the second half of FY27.
Intune expansion delay risks competitive positioning
Analyst raised concern that pausing Intune store expansion may allow competitors to gain market share; management acknowledged but prioritized unit economics.
Gross margin pressure from one-off provisions
Gross margin declined 100 bps in Q4 due to one-off provision reversals in the base; underlying operational margins improved 50 bps.