Britannia (BRIT IN) | Risk of Underperformance Looms
In spite of a sharp recent rally in the stock price, Britannia Industries (BRIT IN) is already underperforming the S&P India BMI Consumer...
506 Views
The Biscuit Economy - Key Takeaways from Britannia & Parle Distributor Interactions
In this insight, we present our key takeaways from interactions with distributors and wholesale retailers of Britannia Industries (BRIT IN) , Parle...
543 Views
The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
566 Views
India Consumer | How Long Will It Last? Q4 Takeaways and Channel Check Preview
Our primary checks done in December and January for our Insight Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Detailed...
516 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
743 Views