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

Allied Blenders and Distillers, Arvind Fashions, and Aditya Vision are Systematix' top picks in the sector.

<div class="paragraphs"><p>During Q4 FY25, overall consumer discretionary's demand trends remained subdued, mirroring the softness observed in Q3 FY25, says Systematix.</p><p>(Photo: Viki Mohamad/Unsplash)</p></div>
During Q4 FY25, overall consumer discretionary's demand trends remained subdued, mirroring the softness observed in Q3 FY25, says Systematix.

(Photo: Viki Mohamad/Unsplash)

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.
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