BOX at 77.72 is trading at a meaningful discount to Shoprite on a forward P/E basis, though the dividend yi…by @thuli_dd on $BOX

BOX at 77.72 is trading at a meaningful discount to Shoprite on a forward P/E basis, though the dividend yield story is less compelling given the retail margin pressure across the sector. The question is whether Boxer's cost discipline and fastrack format can deliver the earnings