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Signals from CNBC-TV18 · Retail
- Indian retailers pin festive hopes on GST cut as H1 demand stays sluggish
- Jubilant FoodWorks guides 5-7% SSSG, plots tier-2/3 push for Domino's India
- Marketsmith flags Q4FY26 trend reversal; Trent, V2 Retail, Vishal Mega Mart to lead retail rebound
- V-Mart trims FY26 revenue growth view to 15–18% as festive demand disappoints
- Vishal Mega Mart holds FY27 growth line as Zudio, Meesho, quick commerce crowd in
- FMCG distributors urge SEBI to halt IPOs of loss-making quick-commerce firms
- PN Gadgil raises FY26 guidance: revenue to top ₹10,000 cr, PAT margin near 4%
- RAI pushes Budget 2026 for tax cuts, GST rationalisation and a National Retail Policy
- De Beers CEO: India's diamond market to double by 2030 despite global headwinds
- Bernstein flags 2026 growth, competition risks for Swiggy, Eternal; sees hypermarkets under pressure
- Urban FMCG growing faster than listed firms' 4-4.5%, Kantar says share shifting to D2C and quick-commerce
- CAIT, Rasna team up on B2B digital portal to arm Indian retailers against e-commerce giants
- Quick-commerce players race to deliver fashion in under 30 minutes across India
- Arvind Fashions sees no ceiling at ₹2,000 cr, pushes retail expansion and online growth
- FMCG demand steadies post-GST reset, rural staples lead uneven recovery
- Nuvama picks DMart over Trent, flags worst may be behind for Tata's fashion arm
- Astrotalk vaults past ₹1,200 Cr in FY25 as Zilo bags $15.3M to crack quick fashion
- Nuvama's Roy flags 3-4% pricing revival as FMCG Q4 cushion; Marico, Nestle, Britannia called safer bets
- Dabur CEO rules out senior exits, hints at new India role as Q3 growth rebuilds to 7%
- US Polo crosses ₹2,500 cr; Arvind Fashions sees more runway ahead
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