Consumer Demand

Industry believes that this festival will be one of the most promising in recent years for the consumer electronics and home appliances market, as families are definitely spending more and upgrading quicker.

Amul, Real Juice, Maggi: Here's how much your favourite food brands cost after GST cuts

The latest version of GST, introduced first in 2017, curtails the number of slabs to just two – 5 percent and 18 percent

Smaller cities to boost festive demand, GST cuts to fuel the momentum

The ongoing festive season is crucial for FMCG majors, coming after several quarters of dampened urban demand owing to persistent inflation

Lower tax slabs may boost sales of packaged goods, essentials : analysts

The proposed reforms have two benefits. One is that essentials and FMCG products will see quicker volume traction, while consumer durables, which are highly price-sensitive, will gain renewed affordability, according to an analyst.

FMCG majors to raise ad spends as urban recovery takes shape

India's largest packaged consumer goods maker, Hindustan Unilever, spent Rs 150 crore more YoY on advertising and promotion in Q1FY26. The market leader also pivoted from traditional media, moving towards digital media to attain greater visibility..

Motilal Oswal-Backed Lahori Zeera bets on Bisleri playbook to boost growth

The demand for non-alcoholic drinks both in rural and urban India has opened up a huge market for young brands like Lahori Zeera. The brand hopes to beat competition from Coke and Pepsi through its distribution network across the country

Zydus Wellness looks to modernize Complan to align with new-age health priorities

The broader milk and malt-based drinks market - once a staple in Indian homes - has seen its growth slow since the mid-2010s. Rising competition and evolving nutritional expectations have forced legacy brands to innovate.

FMCG firms see enhanced demand amid RBI rate cut

Companies expect the government’s liquidity measures, coupled with a favourable monsoon forecast, will boost rural demand and support overall consumption recovery.

Beyond Maggi: Nestlé bets big on out-of-home segment as urbanisation, on-the-go consumption rise

The KitKat and Nescafé maker reported strong double-digit growth in its out-of-home business for FY25, helping India emerge as the second-largest market for this vertical by revenue in the Asia, Oceania, and Africa zone.

Early monsoon showers cheer FMCG firms but dampen summer goods 

Companies are pinning hopes on early monsoons leading to robust farm income and bigger rural expenditure to boost sales of personal care products, staples, and other daily essentials

Godrej Consumer moves past soaps, banks on deos, detergents and air care to drive growth

While soaps still contribute around 35 percent to GCPL’s overall business, the company sees limited headroom for growth given the category’s 99 percent penetration in India.

Weak urban demand may continue to sour sentiment for FMCG in March quarter

The sluggishness in FMCG sales is expected to persist till the first quarter of FY26, said analysts, as the drag due to raw material inflation is expected to continue in the coming quarters.

Tata Consumer to raise ad spends amid focus on brand building, COO Ajit Krishnakumar says

In January 2024, the Tata group company acquired Capital Foods, known for brands like Ching's Secret and Smith & Jones, and Organic India, a health and wellness player, for a combined enterprise value of Rs 7,000 crore.

FMCG companies double down on ‘super workers’ in rural markets

Modern demand prediction models are bringing production and distribution closer to real-time. This paradigm shift is bringing a new set of challenges and opportunities for FMCG companies, data shows.

HUL continues to focus on quality, category development rather than reacting to short-term market fluctuations: CEO Rohit Jawa

In Q2FY25, HUL reported a revenue growth of 1.5% YoY, mainly due to growth in the home care segment, while beauty & personal care and foods & refreshment segments declined

10 high frequency indicators that indicate a slowdown in urban consumption

Demand in urban consumption is slowing down across categories, as evidenced by these high-frequency economic indicators.

Diwali fuels a surge in premium products’ demand across sectors

Consumers are ignoring macroeconomic headwinds to splurge on luxury items across sectors, including clothing, jewellery, automotive and high-end real estate, during this festive season, data shows.

Smart TV shipments down 14% in Jan-March, Chinese brands decline 30%

The 30 per cent decline in the shipment of Chinese brands was "due to brands such as OnePlus, Haier, and Realme", according to a Counterpoint Research report

Moneycontrol Pro Weekender | A festive boost 

There are all tell-tale signs. Consumer demand may be looking up as festive season kicks in, but will that be good enough for growth?

Amazon sees resilient consumer demand as shares jump 13%

Shares of the world's largest online retailer rose 13% in trading after the bell, extending its market valuation by more than $150 billion.

Goldman and Morgan Stanley say stocks don’t fully reflect risks

Goldman Sachs Group Inc. strategists led by David J. Kostin said that US earnings estimates are still too high and expect them to be revised downwards even further.

September exports rise 22.6% YoY led by strong global orders

Official statistics show exports of all major revenue earners such as engineering goods, petroleum, gems and jewellery, continued rising in September.

Services activity remains strong in September; PMI at 55.2

Continued growth ensured new jobs were created in the service sector after nine continuous months of job shedding.

Discretionary categories see revival as spending intent grows: Deloitte Survey

According to Deloitte’s Global State of Consumer Tracker, with the ebbing of the second wave consumers are actively spending on non-essential categories such as alcohol, apparel, footwear, furnishings, etc.

If demand has been hit, as MPC says, how can companies pass on higher costs?

The MPC says that demand has been affected by the second wave while supply has proved resilient. But shouldn’t that lead to lower prices?