Rising Consumption: Who Wins – Trent, Titan, Voltas, or Whirlpool?

On February 3, 2025, Motilal Oswal identified Trent and Titan as top large-cap consumption picks. Trent operates popular retail chains like Westside and Zudio, while Titan is known for its jewelry and watch brands. Both companies are expected to benefit from strong consumer demand.

Voltas, a leading home appliances company, also shows promise due to its market position and growth potential. However, Whirlpool might face some challenges despite potential demand tailwinds, as a promoter stake sale could be an overhang.

Investors should consider these factors when deciding which stocks to invest in to ride the consumer wave.