Lululemon Debuts in India, Diageo CEO Steps Down, Theobroma Sold for Rs 2,410 Cr + India’s 40k Cr Home Decor Goldmine

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📰 India Retail Pulse

Theobroma’s Sweet Exit
ChrysCapital has acquired a 90% stake in Theobroma in a deal valued at Rs 2,410 crore, marking one of India’s tastiest PE exits in recent times.
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Lululemon Lands in India with Tata CLiQ
The Canadian athleisure giant makes its India debut through a strategic tie-up with Tata CLiQ Luxury.
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Festive Hiring to Add 2.16 Lakh Seasonal Jobs
A TeamLease report suggests India's retail sector is poised to add over 216,000 jobs for the 2025 festive season.
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Google Offers Free Rs 19,500 AI Subscription to Indian Students
Indian students can now access Google’s Gemini Advanced AI plan for free under a new education initiative.
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Shoppers Stop Narrows Q1 Loss
Q1 FY25 net loss narrows to Rs 15.74 crore, with growing sales across beauty and apparel.
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Adani Sells 20% in AWL Agri to Wilmar
Adani Enterprises has divested a 20% stake in its agri business, raising Rs 7,150 crore.
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Schneider Eyes Temasek’s Stake in Indian JV
Schneider Electric is in talks to buy Temasek’s 35% stake in their Indian joint venture.
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Globus Spirits Launches Carib Beer in UP
The alcohol major expands its premium play with a new beer line launched across northern India.
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🌍 World Retail Headlines at a Glance

New World Seeks Buyer for Hong Kong’s 11 Skies Mall
The group is offloading its massive airport-adjacent retail project to improve liquidity.
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Richemont Jewelry Sales Jump in Q1
Strong demand in the US, Middle East, and Europe powers a surge in Richemont’s luxury business.
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Layoffs Hit Shiseido Americas
The beauty giant restructures its North American operations amid profitability challenges.
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China’s Economy Expands 5.2% in Q2
Macroeconomic tailwinds support retail recovery in the region.
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Apollo Eyes Stake in Atlético Madrid
The private equity major is in talks for a significant stake in the Spanish football club.
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Diageo CEO Debra Crew Steps Down
CFO Nik Jhangiani steps in as interim CEO as leadership transitions begin.
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🔥 Top Funding & IPO News in Indian Retail

The Moms Co. Founder Backs Wellness Brand CosMoss
In a personal capacity, Malika Sadani invests in CosMoss to expand her footprint in holistic wellness.
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Lo! Foods Raises $3.5M to Scale Protein Chef Brand
The D2C health food company nears Rs 100 Cr ARR and plans aggressive category expansion.
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👔 Key Retail Appointments

Saks Global Names Brandy Richardson CFO
The retail luxury group strengthens its executive bench ahead of major growth plans.
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Arvind Fashions Appoints Amisha Jain as MD & CEO
The former Levi’s India head takes charge from August 13, 2025.
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🤖 Deep Dive: Booming Growth in India's Home Decor Market

India's home decor industry is undergoing a vibrant transformation—driven by rising disposable incomes, growing urbanization, tech adoption, and an evolving consumer design sensibility. Both online and offline segments are expanding, with brands racing to meet demand across metros and Tier‑2/3 cities.

Key Insights & Trends

Market Size & Growth

• The Indian home decor market stood at USD 25.5 billion in 2024 and is expected to reach USD 40.8 billion by 2033, growing at a CAGR of 5.4%.

• Another report places the 2024 value at USD 17.2 billion, projected to grow to USD 27.6 billion by 2030—a stronger CAGR of 8.4%.

• The market is powered by categories such as furniture, furnishings, home textiles, lighting, and decorative accents.

Online Decor Boom

• The online home decor segment is set to grow by USD 4.39 billion between 2024 and 2029, at a CAGR of 10.9%.

• E-commerce sales for furniture & homeware are projected to hit USD 6.24 billion in 2025, rising to USD 11.8 billion by 2029—a 17% CAGR.

• Brands like Pepperfry, Urban Ladder, and IKEA are scaling their omnichannel strategies, while Flipkart and Amazon continue driving private label growth in decor.

Growth Drivers

• Urbanization & income growth: India’s growing middle class and demand for home ownership is fueling decor purchases.

• Digital commerce expansion: Online penetration is deepening across Tier‑2/3 cities, especially during festive periods.

• Social media & personalization: Influencers and platforms like Pinterest, YouTube, and Instagram are shaping consumer taste.

• Tech integration: AR-enabled visual previews, AI-powered recommendations, and virtual room setups are gaining traction.

• Design + sustainability: A shift toward eco-conscious materials and handcrafted products is strengthening brand differentiation.

Segment Snapshot

• Furniture remains the largest revenue generator, while home textiles and decorative accessories are among the fastest-growing categories.

• The interior design services segment is also expanding, expected to grow from USD 1.56 billion in 2024 to USD 2.18 billion by 2030 (CAGR of 5.9%).

• Wedding-led and Diwali-driven demand cycles continue to be critical for revenue spikes in the decor space.

What It Means for Brands

• Design for real life: Compact, functional products that fit urban homes are a must-have.

• Invest in omnichannel: Combine physical touchpoints with digitally enriched experiences.

• Embrace personalization tech: AR previews, AI recs, and “shop the look” tools are becoming industry standards.

• Leverage seasonality: Target festive and home renovation cycles with curated launches and offers.

• Champion sustainability: Brands with traceable sourcing and eco-certifications will earn growing consumer trust.

Sources:

IMARC Group | Grand View Research | Technavio | Transparency Market Research | Wikipedia | Economic Times

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