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...
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HSIE Results Daily: Astral, Oberoi Realty, Jubilant FoodWorks, Devyani International
Astral: We maintain REDUCE on Astral, as we believe its valuation is expensive, and we revise the target price to INR 1,480/sh (30x its Mar-25E...
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HSIE Results Daily: Astral, Oberoi Realty, Jubilant FoodWorks
Astral: We maintain REDUCE on Astral, as we believe its valuation is expensive, and we revise the target price to INR 1,480/sh (30x its Mar-25E...
389 Views
QSR: Pressure on demand and margin
Expect pressure on ADS, store addition pace to continue: Our QSR universe is expected to see growth weakness as discretionary demand is decelerating
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QSR Thematic - Fishing Time?
Global QSR giants entered India and China in the 90s with high hope of massive store network potential, thanks to two large populous hubs However,...
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