Retail Stocks India

This One Beat EBITDA Estimates, And The Stock Is Still Down From Its Peak

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Zudio at 982 stores and accelerating into smaller cities, margins expanding 208 basis points, private labels at 73% of Star Bazaar revenue  Sometimes the most interesting moment to look at a quality retail business is not when everything is going right, but when the operating delivery is strong and the stock has corrected anyway. Trent’s … Read more

This Retailer’s Numbers Were Fine. Everything Underneath Not Actually

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Sales per store falling, metro stores flatlining, D’Mart Ready retreating from 14 cities  There is a version of D’Mart’s Q1FY27 result that looks acceptable on the surface — revenue growth of 15%, EBITDA margins holding at 8%, PAT growing 11%. And then there is the version that Prabhudas Lilladher’s note focuses on — store-level metrics … Read more