Festive temperature check: Festive mood sombre
We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories
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HSIE Results Daily: Asian Paints, Shriram Finance, Colgate Palmolive, Westlife Foodworld, Symphony
Decorative business clocked 6/1.1% volume/value growth in Q2FY24. The mix was economy range-heavy. Urban markets (high-single-digit growth)...
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HSIE Results Daily: Larsen & Toubro, Asian Paints, Tata Motors, Bajaj Auto
Larsen & Toubro: Larsen & Toubro (LT) reported yet another strong quarter, beating our estimates on all fronts, led by robust execution owing to a...
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HSIE Results Daily: Larsen & Toubro, Asian Paints, Tata Motors
Larsen & Toubro: Larsen & Toubro (LT) reported yet another strong quarter, beating our estimates on all fronts, led by robust execution owing to a...
188 Views
Consumer Discretionary: Beneath the averages lies the rub
Our discretionary universe is expected to grow by ~15% YoY in Q1FY24. However, beneath the averages lies the rub. Excluding 3 companies the average...
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