DMart’s future lies in network expansion and FMCG focus, says Jignanshu Gor

DMart’s future lies in network expansion and FMCG focus, says Jignanshu Gor

“I think that consumption demand if it improves in a weaker demand environment plus, of course, with the competition from quick commerce that they have faced, they are maintaining very solid footfalls and very solid same store sales growth,” says Jignanshu Gor, Bernstein India.Let us start with DMart. The general view is that DMart has … Read more

D-Mart and Trent to outperform amidst India’s changing consumption landscape: Jignanshu Gor

D-Mart and Trent to outperform amidst India’s changing consumption landscape: Jignanshu Gor

“I do not cover FMCG so far. But on restaurants, I am outperform on Jubilant and Devyani, the two larger players, while being underperform on Westlife and market perform on Sapphire,” says Jignanshu Gor, Bernstein India.Let us pick it up from where Mr Mehta left. You think elephants will continue to dance? India is a … Read more