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Who is opening stores most aggressively?
Amazon is the clearest aggressor right now, though its aggression is warehouses and delivery points rather than storefronts. The company has…
Which earnings prints deserve attention?
Q4/FY26 prints worth flagging center on Venky's India, whose PAT rocketed 7x to ₹101.4 crore on revenue of ₹1,100 crore, a sharp turnaround …
Where is foreign PE capital landing?
Foreign and domestic PE capital is concentrating hard in consumer and retail even as India's overall deal count softens. While traditional P…
What format bets are Indian retailers making right now?
Format bets right now favour flexibility over scale. Retailers like Shoppers Stop and Arvind Fashions are leaning into premiumisation, with …