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FMCG QUARTERLY SPEND
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...- Customers will feast as Zepto to pour fuel into quick commerce fireZepto’s proposed Rs 9,500 cr ($1 billion) IPO could significantly intensify competition in India’s already crowded quick commerce market. T...
- Avoid chasing IT rally, focus on power and steel plays: Neeraj DewanMarket expert Neeraj Dewan advises selective investing amid volatility, favoring power, energy infrastructure, steel, aviation, commercial ...
- AI, quick commerce are reshaping how India spends on advertising: WPP Media's Prasanth KumarIndia's advertising market will grow in 2026. Marketers face unprecedented volatility, juggling many challenges. Despite global tensions an...
- Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
- Quick commerce becomes FMCG's biggest online sales channel in IndiaLatest data from companies including ITC Ltd, AWL Agri Business, Tata Consumer Products and Parle Products showed quick commerce accounted ...
- India’s TV industry faces deeper pressure as viewers, advertisers move onlineIndia's television industry is facing significant challenges. Advertising demand is slowing, and fewer people are subscribing to pay-TV. Vi...
- June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
- Colgate-Palmolive India Q4 profit down marginally to Rs 353 cr; FY26 revenue dips to Rs 6,124 crHowever, its sales were up 9 per cent to Rs 1,582.77 crore in the March quarter of FY26. It was at Rs 1,452.02 crore in the corresponding p...
- FMCG sector to log 8-10% growth despite margin pressure: CrisilIndia's FMCG sector anticipates 8-10% revenue growth this fiscal. Price hikes will drive this expansion. However, volume growth is set to s...
- Emami's desi portfolio puts up a fight as summer sales melt amid West Asia tensionsEmami's Q4FY26 results showed resilience in its core domestic business, which grew 11% excluding the summer portfolio. However, unfavorable...
- Fewer top-ups mark FMCG buying shiftIndian shoppers are changing their habits. They are visiting stores less often for everyday items. However, when they do shop, they are spe...
- Crude-linked energy crisis, softer monsoon may slow FMCG growth in 2026: ReportIndian FMCG volume growth is expected to slow down this year. Geopolitical tensions and a potential below-normal monsoon are key concerns. ...
- D2C brands feel the pinch as consumers cut spendingRising input costs and shrinking demand are squeezing smaller brands, with consumer spending projected to drop 5-6% next quarter. D2C brand...
- War clouds over wallets: Iran conflict hits demand, FMCG growth seen at 3%India's fast-moving consumer goods sector faces a growth downgrade. The Gulf conflict is increasing costs for packaging and transport. This...
- Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Sameer Dalal warns Indian markets may lag as oil import costs riseIndian markets face headwinds from elevated crude oil prices, unlike the US which benefits from exports. Market expert Sameer Dalal warns t...
- Sandip Sabharwal remains bullish on FMCG, retail and defence themesIndian equity markets are poised for a potential rally driven by strong corporate earnings and resilient consumer demand, according to mark...
- Election cash doles may trigger short-term consumption boost in apparel, smartphones, liquor: CEOsCash handouts from recent state elections are expected to boost spending on items like apparel, smartphones, and electronics. Consumers, es...
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