India thrives on nostalgia and stories of past greatness. Titan is a good example. Excellent OTT show of a time when great men did great things.
Today, Titan's watch business is more or less irrelevant. A premium strategy has had mixed results. @MorningContext@DevikaSingh29
Beauty is driving Shoppers Stop's growth, but distribution is doing the heavy lifting while retail struggles to keep pace.
@DevikaSingh29 writes for @MorningContext. Check comments for story link.
Exponent Energy has good technology but very little business. I'm surprised that the company hasn't been able to scale with OEMs these past few years, and is now chasing retail customers and vehicle financing.
Only going to get tougher. @MorningContext@AnanyaU94509013
As growth stalls, Emami is turning to acquisitions for a boost. Whether new brands can deliver where past bets struggled remains uncertain.
@DevikaSingh29 writes for @MorningContext. Check comments for story link.
Being family-led was Emami's strength. Like it was for Dabur & Marico. While these two are now run by professionals, Emami still banks on family.
Is that one big reason its acquisitions aren't working out?
@MorningContext@DevikaSingh29
https://t.co/b1WEAvGYcg
Emami is betting on acquisitions to revive growth. But its mixed track record raises questions.
@DevikaSingh29 writes for @MorningContext. Check comments for story link.
What's a good company to buy and what isn't? Emami is learning this the hard way. Over the years its growth has come from acquiring brands. Zandu worked out spectacularly well. But things have slowed down since.
Will going back to Ayurveda help?
@MorningContext@DevikaSingh29
Rapid growth. Persistent losses. Zepto’s IPO asks investors to bet on potential, not profits.
@goyalhiral writes for @MorningContext. Check comments for story link.
This is my daily commute to work. when people talk to me about greatness of imagined past, how India is going great, how india is destined for bla bla and why I am always complaining, I stamp this.
I have travelled extensively across Asia, Africa and first world and nowhere I have come across this apathy, normalisation of mediocrity and ugliness.
We are a motley of lints that hide inferiority by being loud and uncouth.
Wingreens' house of brands strategy has bombed. Aggregate revenue has shrunk over the years, despite purchasing companies.
Promising company, poor execution. There’s little that connects one brand from another. Fresh capital is unlikely to help.
@MorningContext@goyalhiral
Every time I think MobiKwik will finally get its act right, it ends up in another mess. The Lendbox P2P mess is the latest.
Around 580 people have come forward saying their money is stuck and Lendbox and MobiKwik are playing pass the parcel. @MorningContext@sonalch10
Beauty remains Shoppers Stop’s strongest business, but retail is losing momentum. Rising dependence on low-margin distribution is raising fresh doubts about its future growth.
@DevikaSingh29 Writes: https://t.co/ra3IwlZv1J
Shoppers Stop's beauty growth is being powered by distribution, not retail. With stores shrinking and sales flat, concerns over its core strategy are growing.
Devika Singh Writes: https://t.co/ra3IwlYXcb
Struggling Shoppers Stop has one thing going for it - its beauty segment. This grew at a healthy 17% in FY26.
Yet, it suffers from a basic flaw that impacts its margins.
Today’s story @MorningContext@DevikaSingh29
https://t.co/432FmG57Za
With prices soaring out of control, lower middle-class and rural consumers are tightening their belts, cutting discretionary spending & choosing cheaper local products to stretch rupee as much as they can.
@DevikaSingh29 reports
#ThePrintEconomy
https://t.co/wEjfcJqGQw