Χρηματοοικονομική Ανάλυση με Αριθμοδείκτες για την Περίοδο 2020-2024 της Εταιρείας JUMBO A.E.E

Abstract

Η παρούσα εργασία εκπονήθηκε ως διπλωματική στα πλαίσια του Μεταπτυχιακού Προγράμματος Σπουδών «Λογιστική και Έλεγχος Επιχειρήσεων και Δημόσιων Οργανισμών» του Τμήματος Οργάνωσης και Διοίκησης Επιχειρήσεων του Πανεπιστημίου Πειραιώς.

Θα ήθελα να ευχαριστήσω θερμά τον επιβλέποντα καθηγητή της διπλωματικής μου, κύριο Γεώργιο Παπαναστασόπουλο, για τη συνεχή καθοδήγηση, την εμπιστοσύνη και την εκτίμηση που μου έδειξε. Επίσης θα ήθελα να ευχαριστήσω την οικογένεια και τους φίλους μου για τη σταθερή στήριξη που μου προσφέρουν όλα αυτά τα χρόνια.

Alternate abstract:

This research paper focuses on the in-depth analysis and evaluation of the company Jumbo S.A, which operates in the retail sector. To achieve this objective, the company’s sector of activity is first presented, and the institutional and economic environment in which the company operates is analyzed. Next, a detailed presentation of the company is provided, with emphasis on its key operational characteristics and significant strategic choices implemented in recent years. Special attention is given to mapping the external environment both the general and the immediate competitive landscape in order to identify the main opportunities and threats that may affect its future course. Subsequently, the framework for the preparation of financial statements is analyzed, as well as the key components of the financial statements themselves. The analysis extends to the evaluation of Jumbo’s financial performance over the five-year period 2020–2024, through the use of key financial ratios relating to liquidity, solvency, operating efficiency, profitability, and capital structure. The methodological approach includes a systematic review of the published financial statements and their interpretation with the aim of drawing valid and well-documented conclusions. Particular attention is given to ensuring that the examined data faithfully reflect the company’s true position, without material errors or deviations that could distort the analysis. The paper concludes with the formulation of key findings regarding the financial and operational status of Jumbo S.A.E.E., while also suggesting areas for further study and research, particularly concerning the company’s strategy in the ever-evolving retail environment.This research paper focuses on the in-depth analysis and evaluation of the company Jumbo S.A, which operates in the retail sector. To achieve this objective, the company’s sector of activity is first presented, and the institutional and economic environment in which the company operates is analyzed. Next, a detailed presentation of the company is provided, with emphasis on its key operational characteristics and significant strategic choices implemented in recent years. Special attention is given to mapping the external environment both the general and the immediate competitive landscape in order to identify the main opportunities and threats that may affect its future course. Subsequently, the framework for the preparation of financial statements is analyzed, as well as the key components of the financial statements themselves. The analysis extends to the evaluation of Jumbo’s financial performance over the five-year period 2020–2024, through the use of key financial ratios relating to liquidity, solvency, operating efficiency, profitability, and capital structure. The methodological approach includes a systematic review of the published financial statements and their interpretation with the aim of drawing valid and well-documented conclusions. Particular attention is given to ensuring that the examined data faithfully reflect the company’s true position, without material errors or deviations that could distort the analysis. The paper concludes with the formulation of key findings regarding the financial and operational status of Jumbo S.A.E.E., while also suggesting areas for further study and research, particularly concerning the company’s strategy in the ever-evolving retail environment.