Buy Titan, watch Trent: ICICI Direct’s Kaustubh Pawaskar on what’s next for Tata retail stocks

Tata Group’s retail performance shows a divergence, with Titan Company’s jewellery segment exceeding expectations while Trent Ltd. experienced slower-than-anticipated growth. Titan’s strong festive demand and studded jewellery sales drove its success, while Trent anticipates a rebound in the festive-heavy third quarter following a slowdown attributed to GST rate cuts and a high base effect.