Consumer goods and durables makers want more money in the hands of people, and the government to spend for job creation
One of the reasons could be that a number of companies have opted for a price hike in the December quarter due to rising costs of input items such as copra, vegetable oil, and palm oil.
The recent weakness in equity market has sobered up investor mood. After a delayed monsoon, can the coming festive season bring cheer for FMCG, consumer durable, consumer staple stocks? Here's what analysts say
Direct to consumer companies are viewed as a growing threat to listed FMCG companies. Honasa's numbers show how their business models are starkly different
While higher farm prices can improve farm income, the real impetus for rural demand recovery can only come if wages grow ahead of inflation
Most of them were unable to grow their operating profit margins year on year.
The segment which opened up two years back is estimated to touch around USD one billion by 2030 and now products in the plant-sourced meat segment are available at e-commerce platforms and large retail chains in leading metros.
Inflation across categories has hit small packaged consumer goods companies more than their larger rivals given their thin cash reserves and inability to pass on the cost increase to consumers in the face of tepid demand.
Indonesia’s status as the largest exporter of palm oil means a ban will squeeze global supply, send prices up and pinch FMCG companies
Rural demand will weaken further and urban demand, which had made a brief recovery in Q3FY22, will slow down too.
Food companies were suffering from rising raw material costs and slowing demand, but the conflict has made it much worse
If the upward trend in sales continues, February may prove to be a better month for FMCG companies compared to January.
ITC, Parle Products, Bikanervala Foods and Prataap Snacks are strengthening their supply-chains to ensure there is no disruption in the event of restrictions due to a third wave of the pandemic.
The boom in edible oil prices is affecting consumption and hitting food company margins. A successful strike by the government could bring much needed relief
Alan Jope speaking at a Reuters conference said the five-days-a-week working model seems very ancient now.
Industry sources told CNBC-TV18 that top FMCG companies like HUL, Nestle India, ITC, as well as Dabur are adopting a ‘wait and watch‘ mode with regards to new product launches and may defer new launches of high-end, premium products by one-two quarters.
Parag Thakkar, HDFC Securities is not so upbeat on the current market rally and believes it to be more of panic buying than strong fundamentals.
The widely-propounded theory behind the rural slowdown is that it was caused by the back-to-back drought years in 2014 and 2015 but renowned consumer economy expert Rama Bijapurkar says there is a second culprit too.
If the monsoons are on time and as per expectations then the market is set for a 5-10 percent appreciation over the next 3-4 months both in the Nifty and Sensex, said Dipan Mehta, Member of BSE and NSE.
Nomura would keenly watch for the demand commentary by companies like Asian Paints, Jubilant Foodworks, Nestle, Bata, Titan and GSK Consumer.
Discussing the current demand trend, Vivek Gambhir, Managing Director of Godrej Consumer Products, said he remains confident of H2FY15 being better than H1.
Ramesh Damani, member, BSE said the undertone of the market was quite strong, and there was every reason to be optimistic.
Adi Godrej, chairman of Godrej Group says the group would be equally focused on its local and international businesses, but sees the international business growing faster.
IT, some pharma and FMCG companies that are not ruling at exotic premium could be the safe havens for investors. Given the way the market is behaving, it would be preferable to stay with liquid stocks
FMCG has once been a very important sector. However, now FMCG companies with high foreign institutional investors (FIIs) ownership are in high risk mode now, reports CNBC-TV18‘s Pragya Bharadwaj.