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JIGNANSHU GOR
Trent growth likely bottoming out at 17%; 25% FY26 target looks unlikely: Jignanshu Gor, BernsteinTrent’s Q3 growth of 17% may mark the bottom of its slowdown, but meeting its 25% FY26 guidance looks unlikely, says Jignanshu Gor, Directo...
Multibagger Tata stock delivers Rs 1 lakh crore shock, turns into worst Nifty performer of 2025Trent's stock faces a sharp decline, becoming the worst performer in the Nifty50. Aggressive store expansion has led to cannibalization, wh...
Jignanshu Gor sees limited long-term risk from new gig worker regulationsIndia's food delivery and quick commerce sectors face cost adjustments due to new gig worker regulations. Analysts anticipate a modest fina...
Demerger alone won’t drive re-rating: Jignanshu Gor cautions on ABFRL outlookSo, it remains a conglomerate of brands by itself. The thesis behind creating two different entities was because they are companies which h...
Jignanshu Gor believes DMart doesn’t need to join Q-commerce rush. Here’s whyAvenue Supermarts, parent company of DMart, is unlikely to enter the Q-commerce race, choosing instead to enhance delivery timelines and pr...
DMart’s future lies in network expansion and FMCG focus, says Jignanshu GorBernstein India's Jignanshu Gor believes DMart's growth is returning, driven by improved consumption demand and network expansion. Despite ...
Sanjiv Mehta on 4 key consumer trends that will decide how people will spendSanjiv Mehta, former Chair/CEO of HUL, highlights four key consumer trends in India: a desire for immediate life enjoyment, increased socia...
D-Mart and Trent to outperform amidst India's changing consumption landscape: Jignanshu GorJignanshu Gor, from Bernstein India, shares insights on retail and restaurant stocks, highlighting an outperform rating on D-Mart, Trent, J...
Food delivery slowdown hits Zomato, but QSR resilience could lead to recovery: Jignanshu GorWe think this churn will also go, there is an end to this churn as well. But in the short term, it will change the landscape. For consumers...
What kind of upside can be expected in Trent after addition of new businesses? Jignanshu Gor explainsTrent Share Price: Analyst Jignanshu Gor from Sanford C Bernstein highlights Trent's target price of Rs 8,100, seeing potential growth from...
What’s making Bernstein’s Jignanshu Gor bet on retail, and restaurant over staples?Jignanshu Gor of Bernstein SocGen is optimistic about the growth of discretionary spending in India, particularly in non-metro areas. He be...