India's Consumption Story

Sector: Retail & Consumer Services Stocks: Trent, Eternal, Avenue Supermarts (DMart), $INDHOTEL India's expanding middle class continues to support organised retail, food delivery, hospitality and premium consumption businesses. Investors increasingly focus on companies capable of maintaining consistent growth in customer acquisition and profitability. Instead of short-term revenue growth, investors should examine same-store sales growth, customer retention, profitability and cash generation.