Retail Sector: Q1FY24 Review
Premium vs. Value: While, the premium segment remains strong, the Value segment is starting to show signs of recovery as overall inflation declines.
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HSIE Results Daily: Trent, V-Guard Industries, CDSL
Standalone revenue grew 53.5% YoY to INR25.4bn (HSIE: INR21.4bn). Zudio continues to anchor this exceptional growth. All fashion formats delivered...
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Trent Ltd - Outstanding Performance
The company’s revenue grew 54% YoY (35% on a 4-year CAGR basis) to Rs 2,536 Cr, led by strong LTL growth of 12% despite a challenging environment...
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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...
195 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...
395 Views