Consumer Sector

Titan Company Ltd share price rose about 1.1 percent in the morning trade on Tuesday, as the stock reacted to the earnings momentum and the positive brokerage commentary that followed.

Consumption stocks near bottom, recovery hinges on growth prospects: Morgan Stanley

Morgan Stanley suggests that consumption stocks may be nearing the bottom of their sell-off but need signs of growth recovery for a re-rating.

Nuvama bets on rural recovery for uptick in consumer goods sector; Colgate, Pidilite, Britannia, Bikaji are top picks

For the sector, valuations are finally reasonable compared with last five years given impending recovery, particularly in case of HUL, Asian Paints, and ITC.

Britannia, Nestle, Colgate most vulnerable to India's new PWM norms, say Kotak analysts

Analysts believe that India's new plastic waste management norms are likely to impact the revenues of consumer staple companies such as Britannia, Nestle, and Colgate in FY25 as their packaging costs are set to rise

Consumer Cos may report higher gross margins: P Lilladher

Prabhudas Lilladher expects consumer companies to report higher gross margins due to lower input costs. However increase in gross margins will be lower than the actual decline in inputs.

Even modest FII pullout will topple shaky mkt: Sanger

The only positive factor for the Indian economy has been the good monsoons. But even increased rural demand won‘t be sufficient to carry the entire economy and hence a 5 percent GDP growth looks rather optimistic

Best to stay with pharma, IT, consumer stocks now: Religare

Given the amount of foreign funds that Japan has attracted year-to-date, the market should have not been totally surprised by the fall seen on Thursday.

UBS downgrades Colgate citing higher valuations

UBS downgrades Colgate Palmolive India Ltd to "neutral" from "buy", saying the stock has well outperformed the consumer sector since October 1, 2012.

India-dedicated funds may see flows in 2013: IIFL Capital

Deepesh Pandey, Head of Investments of IIFL Capital advises investors to adopt a 'buy on dips' strategy as he expects markets to outperform in the near-term, citing fair valuations. India has been getting a higher share of the FII flows and the trend is most likely to continue if the government delivers on reforms, Pandey says.

Hold Dabur, Marico, Tilaknagar Industries: AnandRathi

AnandRathi has come out with its report on consumer sector. The research firm recommend`s buy on ITC, Nestlé India, Colgate, GSK Consumer, Emami, Pidilite, Agro Tech Foods, Bajaj Corp., Lovable Lingerie, Zydus Wellness, and Tilaknagar Industries. Dabur, Marico as Hold, and have Sell on HUL, Asian Paints, Britannia, and VST Industries.

See risk reward for Marico; Espirito downgrades Nestle

Nitin Mathur of Espirito Santo Securities said they have downgraded the consumer sector on the back of slowing GDP and wage inflation. Although, the volume growth reported by staple companies remains strong, discretionary growth is starting to show signs of slowing down, added Mathur.

Amendments to packaging norms a breather: PLilladher

Prabhudas Lilladher has come out with its report on consumer sector. The research firm sees Britannia as the key beneficiary of this amendment.

Consumer sector results preview for Q3FY12: MOST

Motilal Oswal has come with its December quarterly earning estimates for consumer sector.

Emkay prefers Nestle over Glaxo, Colgate

Emkay Global Financial Services has come out with its report on consumer sector. As per the research firm, if consumption habits are unanimous across India, moderation in growth momentum could be evident in Q3FY12 performance. Nestle India is relatively better placed then GlaxoSmithKline Consumer Healthcare and Colgate Palmolive.

Maxwell to launch 100 lingerie stores starting 2012

Sunil Pathare, Director of the company tells CNBC-TV18 that going ahead, Maxwell plans to open 100 lingerie stores in tier I and tier II cities in a span of three years from 2012

Consumer sector continue to do very well: Srivastava

Consumer sector continue to do very well, says Ajay Srivastava, CEO of Dimensions Consulting.