Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
161 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
149 Views
Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
162 Views
Focus on smaller stores to improve productivity
According to our channel checks, the new smaller compact feature stores (of 20k-25k sqft) enjoy significantly better revenue/sqft (of ~1.5x) v/s...
178 Views
Focus on smaller stores to improve productivity
According to our channel checks, the new smaller compact feature stores (of 20k-25k sqft) enjoy significantly better revenue/sqft (of ~1.5x) v/s...
296 Views