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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 …
What leadership moves matter this week?
Three moves worth tracking, each with capital implications. PhonePe's C-suite realignment, Srijon Biswas to CTO and Rahul Chari to CPTO, com…
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 …