QSR (Q3FY24 Results Preview): Demand Pangs
Festive season fails to cheer up demand: Our QSR universe, over the past few quarters, has seen a sustained deceleration in demand (SSSG turned...
330 Views
HSIE Results Daily: Tata Motors, Britannia Industries, Dabur, Hero Motocorp
Tata Motors: JLR Q2 margins declined 140bps QoQ to 14.9% due to adverse mix, higher VME + FME and this was despite higher capitalization rate
579 Views
QSR (Q2FY24 Results Preview): Weakness in demand,margins to persist
Demand normalisation and deteriorating consumer sentiment caused SSSG to turn from flat to negative. We expect a further slowdown in growth metrics...
490 Views
HSIE Results Daily: Titan, Ambuja Cement, Cholamandalam Investment and Finance Company
Ex-bullion sales grew 22% YoY to INR97.5bn (in-line) as both buyers’ growth (+14% YoY) and ticket sizes (+6% YoY) aided growth
520 Views
Trends in Casual Dining, Quick Service and Online Food Delivery
Consumer trends: Rising spending, influenced by social pressure and online presence. ONDC: Promising platform, facing scaling challenges with...
374 Views