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...
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...
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...
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...
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...
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...
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...
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...
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 stocks slump up to 47% as weak investor appetite, rising fuel risks dent mood. Time to bottom fish?Quick service restaurant stocks are facing significant declines. Investor interest has waned, and rising fuel costs, particularly LPG, are ...
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...
Do mergers & acquisitions indicate the worst is behind this once-high flying sector? 5 QSR stocks with upside potential of up to 32%The sector that was worst hit by the rising popularity of online food delivery platforms like Zomato and Swiggy was quick service restauran...
Time to shed bias and look at them afresh: 4 QSR stocks with an upside potential of up to 28%Till a few years back, there were only a couple of quick service restaurant (QSR) companies listed on the markets. Then came a spate of IPO...
Is worst of business threat and stretched valuation phase over? 4 QSR stocks with an upside potential of up to 49%Not too long ago, the market offered just two options for investors interested in India’s quick service restaurant (QSR) space. One served ...
Is the soya chap and biryani effect over? 4 QSR stocks with an upside potential of more than 36%Till a few years back, there were only two quick service restaurant (QSR) stocks listed on the market. One selling pizzas and the other sel...
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...
Macquarie bullish on QSR sector; initiates coverage on 2 stocksMacquarie initiates coverage on Devyani International and Sapphire Foods with "Outperform" ratings, setting target prices of Rs 230 and Rs ...