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...
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Result Update - Relaxo Footwear
Relaxo Footwear’s(RLXF)topline performancein Q4FY22 was significantly impacteddue to weak demand in open footwear. Revenue for Q4FY22 stood at...
196 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...
235 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...
312 Views
Footwear: No bargains here!
Footwear, like most F&L categories, is fragmenting, with top businesses within the ecosystem losing revenue/EBITDA share.
403 Views