Efforts to help industry, especially MSMEs to achieve scale and thereby ensuring better wages is key since the capacity to spend is intrinsically tied to growth in income that has been tepid, particularly in urban India.
Volume recovery rather than margin resilience to determine the stock performance going forward
Out-of-home biscuit consumption dropped 8 per cent YOY in May 2025, even as chocolates jumped 32 per cent and salty snacks rose 6 per cent.
GST rationalisation to two slabs is set to boost consumption, with autos, staples, cement, insurance, and durables among key beneficiaries.
The projects business helps achieve a modest growth in revenues as RAC demand takes a hit
RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending
The company is actively pursuing market expansion by establishing strategic collaborations in sports, fashion, music, and luxury segments, and by filling product gaps with new competitive offerings, like The Spirit of Kashmyr, a luxury vodka
A strategic pivot towards strengthening domestic consumption and internal growth drivers can become a powerful mitigating factor against external pressures, such as tariffs
Economists caution, that for a sustained recovery, structural constraints, related to low income and job creation, must be addressed.
Global restocking, early demand recovery set stage for upside in under-owned sectors, says Sushant Bhansali and Siddhartha Bothra.
Between 2011–12 and 2023–24, Bihar recorded an increase of 20–30 grams in daily fat consumption — significantly higher than the national average increase of 12–14 grams.
Between 2011–12 and 2023–24, average protein consumption rose marginally by 1–3 grams across rural and urban households. In contrast, fat intake rose steeply—by 12–14 grams per person per day over the same period
Many Indian consumer companies have delivered middling sales growth over the past decade, similar to their global peers, said Kotak Institutional Equities.
Bessemer sees quick commerce disrupting both offline and online retail as smartphone use, digital spend, and online shopping time surge.
The ministry had first attempted to conduct such a survey in 1955, followed by another one in 1958, but did not release the results of the surveys.
A cooler-than-usual summer this year — followed by the earliest onset of rain since 2009 — has hurt companies selling everything from talcum powder to air conditioners
India's saving culture has evolved from necessity to ambition. With technological growth, increasing connectivity, and opportunities for education and health, the focus has shifted towards long-term prosperity and national development
Market surveys by Nielsen IQ show steady pick up in rural consumption in the last four quarters
Despite recent headwinds, income tax data suggests the number of high earners continues to compound at 15–20% annually.
Bharat’s Tier 2/3 consumers are driving India's next wave of growth with rising digital adoption, localised preferences, and brand loyalty. Success demands value innovation, cultural relevance, and trust-based engagement beyond traditional metro-centric strategies
Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours
The pace of collections at 12.6 percent was also highest in 17 months
Household expectations are considered adaptive but still make an important input for policy.
The good news is that improving job creation has come along with budgetary sops to reduce tax and drive up sluggish consumption
Motilal Oswal sees opportunities in select consumption stocks despite the sector's six-month underperformance, driven by weak demand, higher costs, and soft earnings.