Muted Profit Growth, Falling Retail Ownership, Improving FDI and More...
Real private final consumption expenditure has been averaging at 3.5-4 per cent over the past five years despite the exuberant leveraged spending. And while the contraction in financial savings was seen as a sign of improving household confidence, it ironically accompanied a languid actual consumption, indicating faltering real incomes.
Indeed, the
... See moreDhananjay Sinha • Are Rates Stressful or Are We Barking Up the Wrong Tree?
It’s acquisition vehicles like Mavely, BrandBox, DTX Company’s Unbox, and Showfields that may influence this shift in the agency business model by providing meaningful opportunities for CAC diversification. And if so, the DTC era may finally begin to solve its profitability problem. This could be the first step towards improving valuation multiples... See more
Web Smith • The MLM-ification of DTC
Population Increase = 61.98%
GNI Per Capita Increase = 287.44%
As we can see, although India has experienced high population growth, its GNI per capita has increased at a faster rate. As a result, the quality of life in India has risen. This has given India more options for pursuing economic growth. As we discussed last week, energy = life, and e
... See moreSubstack • Energy Consumption Per Capita – Part 2
corporate interest expense changes impact revenue growth. To create this understanding, we examine the ongoing rate of nominal revenues relative to existing interest expense. The higher this number, the easier it is to service debt and increase borrowing, and vice versa. Currently, this data point is negative, i.e., interest expense growth has exce
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