Top Sector Ideas - Retail (Q1FY25)
Premium vs. Value: While the premium segment remains strong, the value segment has shown some recovery but remains a mixed bag.
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FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
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Top Sector Ideas - Retail Q4FY24
Consumer demand remain tepid: The discretionary demand remains tepid with a greater impact seen on QSR, while value segment has seen some recovery.
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Axis Top Picks for the Month of June 2024
The Axis Top Picks Basket delivered an excellent return of 5.4% in the last three months against the 2.5% return posted by Nifty 50, thereby...
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Top Sector Ideas - Retail Q3FY24
Discretionary demand, particularly in the value segment, continues to be subdued, especially in smaller towns (Tier 2/3/4), which are facing...
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