V-Mart, Marico, Devyani among 80+ firms reporting Q1 FY25 results on August 5
A packed earnings day sees retail-relevant names including value fashion player V-Mart Retail, FMCG major Marico, QSR operator Devyani International, Monte Carlo Fashions and Godrej Consumer Products post June-quarter numbers, offering a broad read on consumer demand.
What happened
Q1 FY25 earnings season roundup naming retail-relevant reporters including V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions, and Godrej
Key facts
- Q1 FY25
- over 80 companies
- August 5 2024
Why this matters
A single-day cluster of retail-relevant results across fashion, FMCG, and QSR provides a timely comparative benchmark for valuation and partnership screening across the consumer landscape.
What to watch
- FMCG volume growth prints above/below mid-single-digit expectations
- QSR same-store-sales-growth turning negative sequentially
- Value-fashion gross margin and inventory commentary
- Management guidance on rural demand and festive-season restocking
- Raw material cost trajectory (palm oil, copra) callouts
- Screen for margin vs volume split across FMCG names to separate cost tailwind from real demand
- Compare Devyani SSSG against Jubilant/Westlife peers for QSR category health
- Track V-Mart and Monte Carlo commentary on rural and Tier-2/3 recovery timing
- Adjust discretionary vs staples positioning based on the divergence read