Consumer Discretionary - Discretionary Peak Most Certainly Behind Us
Demand peak in discretionary categories seems to be behind us: Our discretionary universe is expected to grow by ~19% YoY (revenue) in Q4FY23 (four...
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Consumer Discretionary - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
419 Views
Consumer Discretionary (Q3FY23 Results Preview) - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
374 Views
Avenue Supermarts - Underlying Profitability Disappoints
Revenue grew 24.7% (three-year CAGR: 18.7%), while sales density remained lower than the pre-pandemic level (~INR35.9k/sq ft vs INR38.7k/sq ft in...
241 Views
Avenue Supermarts (DMART) - Discretionary Yet to Recover Fully
The lower salience of the high-margin general merchandise and apparel category impacted its overall profitability growth in Q3FY23.
234 Views