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...
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Avenue Supermarts - Margin Pressure Continues
Avenue Supermarts: Revenue grew by 18.5% (four-year CAGR: 19.9%) Sales density remains sub-par vis-a-vis the pre-pandemic level (~INR35.3k/sq ft in...
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Avenue Supermarts Ltd - General Merchandise & Apparel Yet to Recover
Financial Performance: DMART Q2FY24 reported consolidated revenue growth of 19% YoY (20% on a 4-Year CAGR basis) to Rs 12,624 Cr.
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Avenue Supermarts Ltd. - General Merchandise & Apparel Yet to Recover
The company’s gross margins stood at 15.2%, down 115bps YoY, signifying stress in high-margin general merchandise and the apparel business.
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Avenue Supermarts Ltd. - Discretionary Still on the Path to Full Recovery
DMART Q4FY23 reported consolidated revenue growth of ~21% YoY (19% on a 3-Year CAGR basis) to Rs 10,594 Cr. The growth was led by FMCG and Staples...
287 Views