QSR
Why has Kotak re-initiated inflows into smallcap fund? Harish Bihani explains
There is FOMO in certain sectors and themes across caps and not only in smallcaps. Harish Bihani thinks there is scope for identifying ideas and deploying large sums of money in the smallcap category. The probability of any event specific to India disrupting the market is low at this point and they thought that it was an opportune time to reopen the fund
3 top stock recommendations from CA Rudramurthy BV
Let us see how even budget comes out and then take aggressive position. So, for sure, this is not the time to take aggressive position, not to be in high beta and one has to have reduced leverage and risk management will hold the key if you are a very short-term trader.
This fund manager thinks it is the right time to bet on consumption theme. Here’s why
The common theme is these are all branded goods and services that consumers are either consuming today or want to consume. So, in a way, this is a heterogeneous thematic, which allows for that opportunity for picking and managing between different sub-segments, as well as diversification, says Nippon India MF's Amar Kalkundrikar.
Are private bank stocks ready for a multi-year move? Sumit Agrawal answers
However, if we look at the longer-term valuations of the entire private sector pack, that have actually time corrected and most of them are trading at their long-term averages, that means prices have not gone anywhere but earnings have actually grown.
Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani
Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.
Naveen Trivedi's top stock picks from jewellery sector
Consumers accepting these brands even in a market where they are new because now the kind of design, the kind of product differentiator which they are finding it in newer brands, the acceptance levels are very high. So that is why I would say this category tailwinds are still driving the top players to keep expanding stores.
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QSR chain Charcoal Eats gets ₹45 crore on its plate
The nine-year-old company has 40 doors, mostly cloud kitchens in Mumbai, Pune and Delhi-NCR and competes with Biryani by Kilo and Behrouz Biryani in the ₹6,000 crore biryani segment. For the past several years, biryani has been the most ordered dish on both Swiggy and Zomato, but the market is highly fragmented and unorganised.
ETMarkets Smart Talk: Stock market is hoping for a progressive, non-populist & capex focused Budget from Modi 3.0: Sameer Kaul
Ahead of major defining events, market participants steadily build positions. Now once the event crystalizes all participants move in a herd for the exit all at once which causes these gyrations and spikes in the volatility index (up 24% on the election outcome day).
TRADERS’ CORNER: Two tech companies decode ways for their stocks to rise 4-7%
Nifty opened positive but then went into choppy waters. It managed to hold on to its gains at close.
TRADERS’ CORNER: Power major and realty stock line up with 5% gains each
Nifty hit a fresh lifetime high and closed at a new all-time high level.
TRADERS’ CORNER: Brewery stock and consumer stock open window for about 6% runup
Markets saw a gap-down opening and the Nifty closed with a cut.
TRADERS’ CORNER: Banking major lends support for 5% rise; engineering stock makes base for 7% gain
Nifty formed its day’s high in the early minutes and then remained in a capped range. It closed with a modest gain.
TRADERS’ CORNER: IT major set to rise 4% and a textile stock eyes 7% gain
The Nifty opened weak. It largely stayed down and closed with a loss.
Retail cos, QSRs expand at slowest pace in 5 years
Retailers and quick-service restaurant chains in India experienced the slowest pace of store expansion in five years at 9%, with 33,219 stores as of March 31. In FY23, the number was 30,551, up 18% from the previous year. These companies added 2,700 stores, averaging 7 a day, but that's nearly half compared to 13 doors each day in FY23. Retail sales growth rate fell year-on-year every month in the previous fiscal, reflecting weak consumer sentiment across segments like apparel, footwear, and QSR.
TRADERS’ CORNER: Steel & wire maker ropes itself to 5% ride as QSR stock aims at 6%
Nifty opened negative and saw a small recovery. But it lost energy to fight and ended in loss.
Online eats into offline; Agnikul defers rocket launch
The rapid adoption of quick commerce and food delivery apps is eating into the sales of retail, and quick service restaurants. This and more in today’s ETtech Top 5.
Food delivery, quick commerce take a bite out of QSR sales: brokerage reports
For the overall QSR industry, revenue growth for the final quarter of FY24 was at 9% on a year-on-year basis, down from 18% a year ago, while both same-store sales growth (SSSG) and average daily sales (ADS) declined, a report from brokerage firm BNP Paribas Exane said.
Starbucks’ FY24 losses widen to Rs 81.84 crore for India operations
Of its total loss, Tata Consumer bore Rs 40.91 crore. This is a significant increase compared to the previous year, when Starbucks reported a loss of Rs 24.97 crore on sales of Rs 1086.89 crore.
Retailers report 4% growth in sales in April 2024
Retail sales in April 2024 increased by 4% compared to April 2023, according to a survey by the Retailers Association of India. However, the retail sector is not experiencing double-digit growth, as customers are cautious on non-essential items and splurging on capital purchases. Sales across regions showed growth, with QSR, food & grocery, and jewellery categories experiencing significant growth.
Risk-adjusted returns in rural-linked stocks could be quite significant: Anshul Saigal
Lots of segments are monopolies in this space and there is bound to be interest in this space. There will be further interest in this space and there could be further upsides. Again, easy money has been made, but there is still money on the table and one will have to choose pockets.
ETMarkets Smart Talk: Why QSR and IT could turn out to be Dark Horse in FY25, Sameer Kaul explains
Sameer Kaul from TrustPlutus Wealth highlights Quick Service Restaurants (QSR) as a dark horse sector, emphasizing the IT sector's challenging outlook. He discusses various market factors, including corporate earnings, FII flows, and Gen Z investing advice. Kaul says that given the surging monthly GST collections, we believe the earnings season will end on a positive note with no major hiccups.
KFC Malaysia temporarily shutters outlets citing challenging economy
Malaysia, a majority-Muslim country, is a staunch supporter of the Palestinians, and some Western fast-food brands in the country, as in some other Muslim nations, have been targeted by boycott campaigns over Israel's military offensive in Gaza.
ETMarkets Smart Talk: Market valuation key risk! Sampath Reddy is betting on pharma, QSR & financial sectors in FY25
Sampath Reddy discusses market risks in FY25 due to elevated valuations, emphasizing the pharmaceutical sector's potential. He advises favoring large-caps, notes SEBI's stress-test for MF schemes, and highlights post-election sector benefits. Reddy also says: "We expect that equity returns maybe a bit subdued in FY25 compared to FY24, even though the long-term India growth story remains intact."
Expect bigger delta for Zomato versus QSR stocks in IPL, T20 season: Karan Taurani
Karan Taurani explains the impact of T20 World Cup and IPL on QSR companies, emphasizing Zomato's performance compared to other QSR companies, highlighting market fragmentation and delivery contribution challenges. On a QoQ basis, we will see a delta for Zomato. As far as QSR companies are concerned, there is not much of a big respite.
Two-wheeler segment to continue to do well; Hero Honda, Bajaj Auto, TVS among top picks: Nischal Maheshwari
Nischal Maheshwari discusses the positive outlook for the two-wheeler space recovery. This is the last to recover and we are seeing the recovery continuing out there and as the rural recovery happens and that has been one elusive part, as and when it happens, the two-wheeler space will continue to do well. Top picks include Hero Honda, Bajaj Auto, TVS, and Eicher due to favorable valuations.
Where will the next set of triggers come for Reliance? Deven Choksey answers
Vodafone-Idea's debt is make or break. Maharashtra FDA plans more tests on global fast food chains. QSR stocks like Restaurant Brands Asia, Devyani, Westlife offer opportunity. Japan's QSR market shows potential. Reliance has unlocking value in Jio platform, Reliance Retail, renewables. Market opportunity in media, auto, auto ancillary, travel and tourism, NBFCs.
Pizza, burger or chicken? Rs 80,000 crore question haunting investors in QSR stocks
Competition among QSRs has investors questioning if pizza will lose out to other comfort foods like burgers, fried chicken, and biryani. KFC has seen growth and outperformed pizza, while pizza firms face slow store growth expansion. Among QSR stocks, Sapphire Foods has given a decent return in past 6 months, and buy ratings are recommended for Devyani, Sapphire, and Restaurant Brands Asia.
Jubilant Foods expects Rs 1,000 crore business from Popeyes
Jubilant Foods Ltd (JFL) CEO and MD Sameer Khetarpal revealed that the company expects its fried chicken brand Popeyes to surpass Rs 1,000 crore in sales within the next 3-4 years. Additionally, JFL, the master franchisor of Domino's, aims to expand its outlets to around 3,000 in the medium term. Khetarpal highlighted the rapid expansion of QSR brands, especially Domino's, due to India's growing economy and urbanization.
Paytm stock: Risky doubler or potential 30% decline?
Dipan Mehta points out that Paytm's earnings have been impacted by RBI regulations. One should be cautious about investing in this stock due to uncertainty. While QSR companies' valuations are high, earnings have disappointed. Devyani and Jubilant FoodWorks underperformed. Varun Beverages worked well. There are regular soft patches in QSR companies. We remain cautious on the QSR space.
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