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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QSR - 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
204 Views
Westlife Food - Robust Performance; Maintain BUY
Revenue grew 28% YoY (12% on 3-Year CAGR), while SSSG stood at 20% led by increased footfalls, improved product mix and price hikes.
225 Views
Westlife Foodworld Ltd - VISION 2027: Formulating the Next Leg of Growth
Westlife Foodworld Ltd hosted the strategy Day on 1st December to provide a detailed roadmap of Vision 2027 (FY28) which is focused on driving meal...
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