Consumer Discretionary (Q2FY23 Results Preview): Expect a buoyant quarter; alas! bargains absent
Our discretionary universe is expected to grow by ~29% YoY (revenue) in Q2FY23 (3-year revenue/EBITDA CAGRs of 19/17% resp)
242 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
292 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
271 Views
Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
339 Views
Aditya Birla Fashion & Retail Ltd - Resilient Growth, Short-Term Challenges Remain
Despite a challenging environment, the company’s consolidated revenue grew by 9% YoY, driven by strong performances in Ethnic (up 19% YoY)
328 Views