Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerceSiddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund's metals-heavy portfolio. He se...
27 May, 2026, 09.39 AM IST
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
26 May, 2026, 02.20 PM IST
Rahul Shah bullish on pharma, sees Sun Pharma and Aurobindo as key large-cap playsIndian equity markets show a mixed but improving consumption trend, with selective FMCG and premium retail outperforming. Page Industries i...
22 May, 2026, 11.59 AM IST
Jubilant Foodworks shares crash 8% after Domino's India operator's Q4 results. What spooked investors?Jubilant Foodworks shares dropped significantly after its fourth-quarter results. The Domino's India operator reported a profit rise but fa...
21 May, 2026, 12.17 PM IST
Tactical buying visible in IT, selective opportunities emerging in auto ancillaries: Neeraj DewanIndian stock markets are navigating a balance between optimism and caution. Inflationary pressures and global uncertainties are key concern...
21 May, 2026, 11.56 AM IST
Jubilant FoodWorks Q4 Results: Domino's parent net profit jumps 67% to Rs 82 croreIts consolidated revenue from operations in the fourth quarter was Rs 2,499.46 crore against Rs 2,095.02 crore in the year-ago period, it a...
20 May, 2026, 06.45 PM IST
Restaurant enablement startup Dil Foods raises $7.5 million in fundingRestaurant enablement platform Dil Foods has secured $7.5 million in a funding round led by Bikaji Foods family office. The startup plans t...
12 May, 2026, 09.27 PM IST
Quick commerce turns the corner; Karan Taurani picks Eternal, Trent, and Nykaa as top consumption betsIndia's consumption sector is changing. Companies are now focusing on profits, not just growth. Quick commerce players like Blinkit are lea...
11 May, 2026, 12.58 PM IST
US stocks: Domino's Pizza sees weak annual US sales as diners curb spending, shares slumpDomino's Pizza forecast weak annual U.S. same-store sales growth on Monday, citing pressured consumer sentiment and intensifying competitio...
27 Apr, 2026, 08.19 PM IST
Fish, meat & West Bengal elections: It’s about money and not politicsWest Bengal Elections BJP vs TMC: Political campaigns in West Bengal are creatively using fish and meat, staples of Bengali culture, to con...
24 Apr, 2026, 12.46 PM IST
Retail sales in India up 10% year-on-year in March: RAI surveyIndian retail sales saw a 10% rise in March 2026. This marks a steady end to FY2026. Food, apparel, QSR, and jewellery performed strongly. ...
23 Apr, 2026, 01.32 PM IST
Why Sandwizzaa is betting on consistency in a hyper-competitive QSR marketSandwizzaa’s recent growth reflects a disciplined, bootstrapped approach built on strong unit economics, consistent product quality, and hi...
13 Apr, 2026, 02.12 PM IST
ITC, paints, QSR: Abneesh Roy on what you should buy and avoid right nowConsumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks. Abneesh Roy of Nuvama Institutional Equiti...
13 Apr, 2026, 01.47 PM IST
FMCG watch: Kaustubh Pawaskar on what to expect from Trent, Marico, and Titan amid monsoon uncertaintyIndia's consumer market is recovering as the new fiscal year begins. However, investors are advised to be selective. Rising commodity price...
08 Apr, 2026, 09.53 AM IST
Burgers and big bets: Everyone wants a bite of booming QSRIndia's quick-service restaurant sector is experiencing a surge in dealmaking, with major players like Devyani International and Sapphire F...
02 Jan, 2026, 02.50 PM IST
Increased disposable income after tax cut to push quick-service restaurant sales: Goldman SachsThe rate cut announcements in the Union Budget 2025 are expected to boost the QSR sector's sales growth from 1QFY26, according to Goldman S...
03 Mar, 2025, 11.24 AM IST
Quick service restaurants are fast expandingQuick service restaurant chains in India are expanding their businesses and hiring more staff, despite some seeing subdued growth last quar...
05 Apr, 2023, 10.18 AM IST