QSRs will benefit from India’s consumption growth,but health trends, competition and high capex keep investors cautious, say experts. Product innovation, operating leverage, and GST 2.0 benefits are the key drivers for margin expansion, they say.
The DRHP reveals sharp attrition, mounting expenses and a business model heavily reliant on aggregators despite strong topline growth.
OYO said it will offer guests at its hotels in-house kitchen services, to order meals via online platforms, including OTAs and the official app.
Dabur struggles with inventory corrections, Marico hit by rising input costs, QSR brands report weak growth, while V-Mart Retail outperforms.
Urban consumption trends, especially among young Indians, point to a shift in preferences towards experiences like events, dining out, travel, luxury and premium goods, fast fashion, cosmetics, and consumer electronics—leaving fries and pizzas behind.
The management guides to annual EBITDA level synergies of Rs 225 crore over 12-24 months in the core exhibition business
Kotak chose Sapphire Foods as its preferred pick within the QSR space given its reasonable valuation and lower risk to earnings, followed by Devyani International.
Indraneil Palit says the company is planning to open four more restaurants in Q2 and have also tied up with the Future Restaurants and is therefore, likely to achieve its expansion plan of adding another 15-16 restaurants in FY14 and FY15.
Credit Suisse has an "underperform" rating on Jubilant Foodworks and sees downside risks to the Domino's Pizza and Dunkin' Donuts restaurant chain operator's same-store sales guidance of 8-10 percent.
Oreo biscuits have made it to the top of the premium cookie segment. CNBC-TV18's Farah Bookwala finds out the reasons why the brand has been successful within just two years of its launch.
Speciality Restaurants that runs Mainland China posted a 14 percent rise in revenue for the quarter ending December 31 at Rs 61 crore against Rs 53.53 crore yoy. Anjan Chatterjee, MD, Specialty Restaurants told CNBC-TV18 that the company is adding 16 stores this year.