Consumer Discretionary Q4 Results Review: Growth Hinged On Value, Seasonality Amid Slowdown, Says Systematix

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Systematix Report

During Q4 FY25 value retail, jewellery, and alcoholic beverages sectors posted healthy growth, quick service restaurants showed initial signs of recovery. However, the broader consumption environment continued to reflect a slowdown, underscoring persistent weak demand conditions.

Urban discretionary demand remained soft, however Tier 2 and 3 towns have performed better.

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

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