#ETMorningBriefPodcast | As category leader Asian Paints and JSW battle it out, what’s making the Paints sector so hot? Host @ratnabhushanET talks to @JSWPaints' AS Sundaresan and ICICI Securities' Manoj Menon
https://t.co/PXsMzTZr1i
We've seen many copycats, however, this one was a surprise (Nescafe is a premium brand - pricing, positioning etc) that too at a small-time (Chennai) eatery!
#OnCNBCTV18 | Godrej Consumer is our top pick in the consumer sector. Consumers' re-allocation of spending has aided discretionary businesses, says Manoj Menon of ICICI Securities
A subtle, yet significant messaging from Jubi. Recent ppt says - "Journey to a food tech powerhouse", "From recovery to hyper-growth". Domino's has 63mn app downloads, Swiggy (>50mn) & <Zomato (>100mn). Jubi may start disclosing food tech metrics - MAU, MTU, avg bill value etc.