Nielsen India launched E-Trak Index - a measurement solution that tracks the FMCG E-Comm industry
Falling palm oil prices afforded FMCG companies the luxury of driving soap sales through discounts. That may not last for long
In November too, there have been huge advertisements of after-Diwali offers by retailers such as Big Bazaar, Spencer and Reliance Fresh
As long as Nifty50 is trading below its previous highs we should take profit in cyclical sectors and buying should be done only in defensive sectors. In the worst-case scenerio, we see the Nifty50 falling to 11,830, 11,770 and 11,720 zones.
The modern trade landscape in India comprises both local and national brands
Here are the key parameters you should consider when investing in fast-moving consumer goods (FMCG) companies.
Nielsen’s data points to several clues about the FMCG slowdown that investors should take note of
The rural market grew at 5 percent in July-September (Q3) of 2019, which is one-fourth as compared to 20 percent growth in Q3 of 2018.
HUL’s rural growth slipped to half of urban levels but its financials don’t seem any worse for that
Net Sales are expected to increase by 9 percent Y-o-Y (up 6.8 percent Q-o-Q) to Rs. 3,204.2 crore, according to ICICI Direct.
Net Sales are expected to increase by 7.2 percent Y-o-Y (down 9.1 percent Q-o-Q) to Rs. 1,968.7 crore, according to ICICI Direct.
Net Sales are expected to increase by 6.6 percent Y-o-Y (up 2.6 percent Q-o-Q) to Rs. 11,797 crore, according to ICICI Direct.
Net Sales are expected to increase by 6.7 percent Y-o-Y (down 2.5 percent Q-o-Q) to Rs. 9,856.4 crore, according to ICICI Direct.
Net Sales are expected to increase by 4.4 percent Y-o-Y (down 2.4 percent Q-o-Q) to Rs. 2,218.9 crore, according to ICICI Direct.
Early company updates show that the consumer economy remains under stress but there’s a way out of slow growth
The near-term outlook for the sector looks bleak and a lot will depend on how consumers spend during the coming festive season.
It is also being speculated that Darshan Patel, CEO of the company, may step down and take a non-executive role.
High base means firms posted high volume growth rates in 2018
In line with other industry players, ITC has witnessed growth in their premium health and wellness products segment, but the lower-end was impacted due to a slowdown.
News of HUL cutting soap prices spooked the market but what it may lose on margins, it could gain in volume growth
Gillette and P&G Health are relatively better off since their sales are mostly in the urban and semi-urban areas.
Nielson data found that categories with a high contribution of small packs have seen decline in sales compared to last year.