Q3-FY26 · Anud Singh
We are quite confident that we are moving in the right direction towards a true AIDA break even operational AIDA break even for Spencer's in two quarters from now.
SPENCERS / language trends
Read confidence between the lines.
Spencer's Retail · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Anud Singh
The best-in-class gross margins for a grocery retailer... It's not about the percentage margins. It is about your rupee gross margin. I would love to trade 20% margin for a 19% margin if I can get 10% sales growth.
Q3-FY26 · Anud Singh
We are not in a race with them. They have a different model, a different scale, and they have a different P&L funding means which I don't have. Our model is built around brick and mortar but we also want to give an online message.