Sign in with Google
bullish
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 impacted by Omicron) in Q4FY22
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 17-minute read)
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Errors in Local Street's Projections for the KOSPI 200 Rebalancing
- [JAPAN M&A] Shionogi (4507) Bids for Torii Pharma (4551) - Split Price Deal on Weak Transparency
- Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable, Kokusai a Question but $3bn+ a Side
- [Quiddity Index] MV Jr-Gold Miners Jun25 Leaderboard: Flow Expectations
- CSI300 Index Rebalance Preview: 8 Changes a Side in June; US$4.5bn Trade
Top Unpaywalled Insights
More »- India-UK Free Trade Agreement: A New Era for India's Textile Industry
- The Rise of Quant Investing in Crypto w/ Truvius CEO Connor Farley | The New Barbarians #007
- New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets
- The Evolution of Portfolio Management: Bridging Traditional Models and Machine Learning
- Fractured Markets: Economic Consequences of the 2025 Tariffs
Discussions
(Paid Plans Only)
- Consumer Discretionary - Margin Recovery to Lag that in Topline29 Apr 2022
x