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FMCG SPENDING CUTS
ITC's packaged foods business crosses $2 billion in revenueITC's packaged food business soared past $2 billion in FY26, with overall FMCG consumer spending reaching Rs 37,000 crore. This growth was ...- India's consumption story coming back to life and the timing couldn't be better: Ashi AnandIndian consumers are set for a strong recovery. Falling interest rates and potential oil price drops are boosting confidence. Tax cuts are ...
- 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...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- 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...
- 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. ...
- 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...
- 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...
- Nestlé India flags Iran war risks, holds prices amid cost pressuresNestle India faces economic challenges including the Iran war, inflation, and a weak monsoon prediction. The company is increasing advertis...
- Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...
- Market remains stock-specific as earnings divergence widens across sectors: Dharmesh KantMarket expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expre...
- El Nino impact: Which stocks will burn & which will fire up as market braces for heat waveIndia faces a strong El Niño, threatening below-normal rainfall and impacting agriculture. While rural-linked sectors like two-wheelers and...
- Nestle India shares jump 3% after strong Q4. What are Macquarie, Nomura, other brokerages saying?Nestlé India shares rose on a strong Q4 beat, with brokerages highlighting robust volume-led growth and margins, though most maintain neutr...
- Is the Indian middle class dream over? Saurabh Mukherjea on the 3 forces crushing your futureIndia's middle class is in deep trouble. Education no longer guarantees prosperity. Jobs are disappearing, especially in IT. Wages are not ...
- Iran war: HUL hikes prices of Dove, Pears, Surf, Red LabelHindustan Unilever Limited has increased prices for its soap products. This move is a response to escalating costs of raw materials and pac...
- GST cuts yet to fully lift FMCG demand as consumers prioritise big-ticket buysThe FMCG sector is observing the effects of recent GST rate reductions. Consumers initially focused on larger purchases like cars and durab...
- Reliance's JioStar flags pressure on TV entertainment ads market amidst FMCG spending cutsReliance Industries' Jio Star platform shows early signs of recovery in Q2FY26, with linear TV entertainment ad revenue posting double-digi...
- FMCG companies hit as droughts cut rural spendsAn insufficient monsoon, a reduction in subsidies and now the prevailing drought in some states has resulted in consumers downtrading to ch...
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