Discover and read the best of Twitter Threads about #indiaconsumption

Most recents (1)

#SapphireFoods #IndiaConsumption #DEVIL #InTheDetail #2QFY23 #DISASTER
Consol Revenues +36% YoY
Store Count (2 Quarter Moving Avg): 37% YoY
Which Explains why .... AVERAGE DAILY SALES per store (₹ ‘000) has been FLAT YoY !! (CHART)
KEEP IN MIND 2 POINT
(1) Anecdotally Restaurants & QSRs (& FMCG) have raised prices by 15-20% YoY due to inflation
(2) Share of DINE-IN has increased from 33% (KFC) & 23% (PH) to 44% (KFC)/38% (PH) => people spend more/head in DINE-IN due to refreshments & desert
So Ideally on account of INFLATION ... say 12-15% and higher Share of Dine-in ...Say 20% higher Ticket size per head on 11-15% higher Incremental Dine-in Share...

Across Channels, Avg Ticket per Meal should be higher by atleast 12 to 15% (inflation) PLUS 20% * (avg of 11 & 15%)
Read 6 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!