“Compare DMart and Reliance Retail over the last 7 days. What moved for each, and what does it mean for a retail decision?”
DMart (Avenue Supermarts) — 4 moves vs 0 the week before, all on 5 Oct 2026:
Results: Q2 revenue up 18.4% YoY, but the stock still fell ~6% as Citi kept a “sell” rating despite the growth. (Moneycontrol)
Stores: Added only 18 stores in H1FY27 vs 17 a year ago — CLSA called the expansion pace “muted.” (NDTV Profit)
Reliance Retail — 1 move vs 0 the week before: Reliance Retail and 7-Eleven ended their India franchise deal, closing most of the ~60 stores after a reported ₹90 crore loss. (ET Small Business)
What it means: DMart is in “growth without conviction” mode — revenue is up, but analysts are penalizing it for slowing store additions, meaning the market is pricing it on expansion velocity, not just sales growth.