Consumer Discretionary Q4 Results Preview: Slowdown Persists; Value, Seasonality To Drive Growth — Systematix

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Systematix Report

During Q4 FY25, overall demand trends remained subdued, mirroring the softness observed in Q3 FY25. While value retail, jewellery, and alcoholic beverages sectors posted robust growth, quick service restaurants showed initial signs of recovery.

However, the broader consumption environment continued to reflect a slowdown, underscoring persistent weak demand conditions.

Our top picks include Allied Blenders and Distillers, Arvind Fashions, and Aditya Vision.

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