Festive Season Will Generate ~₹100,000 Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹100,000 Crore throughout the festive season in 2024, with 8% share for quick commerce.
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Pantaloons’ Expansion Slows with 66 Store Closures in Two Years - Focus Shifts from Scale to Efficiency
Pantaloons has closed 66 stores since FY23, reducing its footprint from 431 to 405 outlets as of Q1 FY26. The move underscores a strategic shift from aggressive expansion to operational efficiency, as ABFRL focuses on optimizing store performance and enhancing profitability per square foot.
Credit Cards Replace Debit as India’s Spending Engine
Credit card transaction value in India rose 3.3× in six years to ₹11.1 lakh crore in H1 2025, while debit card spending fell by a third. The gap between credit and debit usage reflects a decisive shift toward credit-led digital consumption and away from bank-linked payments.
McDonald’s West & South India: Comparable Sales Growth Stalls in FY25
After a sharp rebound through FY23–FY24, McDonald’s comparable store sales in West and South India have plateaued at around ₹61–63 million. The moderation reflects normalized post-pandemic demand and slower discretionary consumption growth across urban centers.
After Doubling Retail Area, Pantaloons Enters Consolidation Mode
Pantaloons’ retail footprint expanded from 3.2 mn sq. ft. in FY17 to 5.7 mn sq. ft. in FY26, more than doubling in eight years. However, growth momentum has eased since FY24, reflecting a strategic shift from aggressive expansion to store productivity and margin optimization.