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...
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...
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...
QSR chains stay resilient amid LPG shortage: Karan TauraniIndia's food service industry faces temporary LPG supply constraints. Smaller restaurants are feeling the pinch, while major quick-service ...
Gaurav Jogani sees jewellery, footwear driving consumer discretionary growthJewellery and footwear sectors are driving growth in consumer discretionary spending. Quick-service restaurants are adapting with pricing s...
The secret sauce for QSR success in India: What’s driving the rise of India’s homegrown QSRsIndia's Quick Service Restaurant sector is experiencing unprecedented growth, fueled by significant investments and rising urban demand. Ho...
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...
These 3 sectors will shine in coming festive season: Mayuresh JoshiMayuresh Joshi from Marketsmith India notes that apparel makers, jewellery stocks, and QSR players are likely to benefit from the upcoming ...
Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s whyDinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just becau...
ICRA projects 20-25% growth for India's quick service restaurant industry in FY24"On the back of a robust industry revenue expansion of around 30-35 per cent in YoY terms estimated for FY2023, ICRA projects growth to mod...
Top 4 listed quick-service restaurants to add 1000 stores: ICICI SecuritiesIn the last few years, QSRs struggled to take meaningful price increases without any visible impact on volumes. However, the recent price h...
Down up to 25% this year, why are QSR stocks out of f(l)avour?With 65 per cent gross margin, even for value players such as McDonald’s (Westlife Development), pricing power is also higher than staples ...
Can Jubilant FoodWorks face the headwinds coming from a new direction?Jubilant is the biggest player in the QSR space with a market cap of more than Rs 40,000 crore. Currently, Jubilant’s stock is trading at a...
After up to 50% jump in a month, will QSR stocks cook up a tasty story?Analysts are bullish on the QSR segment as these companies have expanded their portfolios from pizza, pasta and burgers to beverages, break...
Quick service restaurant chains struggle in India despite customers willing to payChanging food trends, regulatory restrictions, ill-planned expansion and irrational occupancy cost are some of the pressure points for the ...
India's QSR market to touch Rs 25,000 crore by 2020: AssochamThe quick service restaurants (QSR) sector in India is likely to grow three-fold to Rs 25,000 crore within five years, says industry body A...
Small cities to drive fast-food market to Rs7k cr by FY16: Crisil"Currently, smaller cities account for just about 25% of total stores. In next 3 years, 40-45% of store additions will take place in these ...