INDIA'S RETAIL SECTOR GAINS MOMENTUM AS MAY'25 SALES GROW BY 7% YoY
In it's latest report, the Retailers Association of India (RAI), has revealed that the retail sector has gained strong momentum. In fact the pan-India retail sales growth in May 2025 was recorded at 7% higher than the corresponding period in the previous year. Region-wise, south India recorded the highest year-on-year growth at 9%, whereas West India recorded a 7% growth, followed by North and East India showing a growth of 6% and 4% respectively.
It has been observed that after several months of moderate growth of about 4-5%, the retail businesses are beginning to show signs of accelerated growth with sales in May 2025 growing 7% compared to the same period last year. Among categories, the Quick Service Restaurants (QSR) led with 10% growth, while Consumer Durables and Electronics (CDIT) and Furniture grew by 8% each. This uptick suggests improving consumer sentiment, particularly in discretionary categories. The outlook for the upcoming festive season appears optimistic.
Some of the stocks that can gain from this retail sector are