Westlife Foodworld (Q2FY25): No Light at the End of the Tunnel. Maintain REDUCE
Westlife’s 2QFY25 results were below our estimate due to the high-single-digit decline in SSSg, higher marketing spending and aggressive store...
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Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
316 Views
Top Sector Ideas - Retail (Q1FY25)
Premium vs. Value: While the premium segment remains strong, the value segment has shown some recovery but remains a mixed bag.
299 Views
Westlife Foodworld - Sluggish Performance; Earnings Risk Continues
Westlife Foodworld (WLDL) reported flat YoY sales of INR6.2b in 1QFY25. Its sales were hit by a 6.7% YoY decline in same-store sales (est. -5.0% YoY).
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FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
323 Views