Vishal Mega Mart544307Retail, department stores
Analyst said Vishal Mega Mart's recent stock selloff reflects structural, not just cyclical, concerns about its competitive position
By ScoutQuest · · 1 min read
Heard on business television between 08:43:20 - 08:46:20 IST.
- Jignashu Goswami of Bernstein said the structural right to win for Vishal Mega Mart is weaker than market belief suggests.
- He said higher competitive intensity for the generalist department store format has always been a future risk, as it has operated in less competitive locations than peers.
- Cost structure has been best in industry, leaving little room to absorb external shocks from crude prices or minimum wages.
- With competitive intensity rising and farm incomes under pressure, part of the growth slowdown may be structural rather than cyclical.
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Live television mention
22 Oct 2026
Source: Live TV News Channel · 22 Oct 2026
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