Given the push that Budget 2025 has given to consumption, some sectors which have been under pressure might see a recovery. One of them is the quick service restaurant, or QSR, space. Now the question to ask is: Will QSR stocks, which have been underperformers for some time, see just a short-term bounce, or will they rise because the valuation readjustment triggered by the coming of the Zomatos of the world is over? If the latter is the case, there is a high likelihood of these stocks performing well over the long term. It is probably time to bring them on to your watchlist.
