Right Horizons flags apparel as a long-term consumer-discretionary alpha theme
Right Horizons PMS founder Anil Rego cites premiumisation, urbanisation, rising incomes and organised retail share gains. He expects India’s apparel market to grow from ₹5.47 lakh crore in FY23 to ₹10.68 lakh crore by FY27, implying an 18% CAGR.
Right Horizons PMS founder Anil Rego identifies consumer discretionary as a long-term India alpha theme, citing premiumisation, urbanisation, rising incomes and organised retail’s share gains. He projects India’s apparel market to reach ₹10.68 lakh crore by FY27.
Why this matters
No related recent Right Horizons PMS signals were provided; the apparel call is the brand’s current retail-company signal.
Retail-company signals are accelerating, up 394167% QoQ.