ilmscore | QSR (Quick Service Restaurants) Sector Predictions
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The QSR segment is identified as an interesting area within consumption, which is expected to recover. The speaker is betting on salary increases, particularly driven by government pay revisions, to boost consumption, especially in low-ticket discretionary items.
"We see discretionary consumption starting to come back and probably in some of those segments probab..."
Nov 29, 2025
Correct