QSR: Pressure on demand and margin
Expect pressure on ADS, store addition pace to continue: Our QSR universe is expected to see growth weakness as discretionary demand is decelerating
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QSR Thematic - Fishing Time?
Global QSR giants entered India and China in the 90s with high hope of massive store network potential, thanks to two large populous hubs However,...
395 Views
QSR - Fishing Time?
Global QSR giants entered India and China in the 90s with high hope of massive store network potential, thanks to two large populous hubs
325 Views
HSIE Results Daily: Cholamandalam Investment and Finance Company, Shriram Finance
Chola’s Q3FY23 earnings were ahead of estimates on the back of better-than-expected AUM growth (+31% YoY), steady NIMs (7.6%), and improving asset...
487 Views
FMCG & Alco Bev (Q3FY23 Results Preview): Unchanged demand trend, some respite in margins
Our FMCG coverage universe is expected to deliver growth of 9/11% on YoY/three-year CAGR in revenue in Q3FY23 (vs 17/10% in Q3FY22 and 8/11% in...
539 Views