FMCGS
Rs 10 packs turn into FMCG’s hottest summer battleground
Consumer goods firms are aggressively pushing Rs 10 price points this summer, launching new products and boosting distribution amid rising inflation and tighter household budgets. Reliance's Campa Cola relaunch has intensified competition, prompting brands like Rasna, Mother Dairy, and Dabur to reassess pricing and product mixes.
Like it or not, you need to be tactical to tackle tariff-led volatility; 6 FMCG stocks with an upside potential up to 32%
We have a US president creating a New World Order. So, by no stretch of imagination are we in conventional times. And unconventional times require unconventional solutions. While we believe in the power of long-term investing, the fact is that there are times when you need to be tactical. Or just stay out of equities. Consider this: If the Chinese dump of steel and other metals, it would make sense to stay away from metal stocks. But if you are moving out of metals, where do you put your money? Maybe sectors where dumping cannot happen, where a certain amount of growth is inevitable, and where there is no fear of tariffs. So, prepare for a tactical play.
View: Rethink capex in the 'instant' age
Perhaps the bigger question is not how we manufacture but what we should manufacture. Will FMCG firms keep producing en masse when every household could have a smart kitchen that prints what it needs? Will home interiors demand factories when nano-surfaces can change texture and tone with a tap? Will appliances remain tangible or become digital utilities embedded in other systems? Manufacturers stuck in yesterday's capex mindset may soon find themselves serving a vanished market.
Indian FMCG companies struggling with a shortage of salesmen amid growing gig economy
Indian FMCG companies are facing a significant shortage of salesmen as the demand for "feet on the street" workers declines. Sales targets, extreme weather conditions, and competition from the growing gig economy are contributing factors.
ITC, Zydus and FMCG giants can't ignore this booming part of India if they want to win
Rural India is emerging as a key market for FMCG companies due to rising disposable incomes, driven by robust agricultural output and government schemes. Companies are increasing their presence with affordable, smaller pack sizes, catering to the evolving preferences and growing purchasing power of rural consumers, which now demand both essentials and premium products.
Kunal Bothra shortlists 3 sectors that can push Nifty above 17,500 next week
“There has been a classical churn which has happened into this last three-four weeks of the markets started off with autos, FMCGs, and now you are seeing sectors like metals and IT leading the charts from the front.”What matters for the markets, on the way up, whether the traditional sectors or the three key sectors the autos, FMCGs and banking, said market expert Kunal Bothra in an interview with ET Now. Edited excerpts:
FMCGs say can only tweak trade terms, but distributors demand margin parity
The All India Consumer Products Distributors Federation (AICPDF) has written a letter to over two dozen top consumer companies, including Hindustan Unilever, Procter & Gamble, Dabur, Marico, Godrej and Tata Consumers, urging them to not give preferential treatment to any channel on the basis of order volume, and instead offer equal margins to everyone.
FMCGs fuelling massive plastic expansion: Greenpeace
Greenpeace Philippines Campaigner Marian Ledesma said, "Coca-Cola, PepsiCo, Nestle and other consumer goods companies are quick to publicize their climate commitments to reduce emissions, but the report exposes how they actively counter climate action and contribute to the climate crisis through production and their connections to the fossil fuel and petrochemical industries."
Blue Star hints at another round of price increase in April
Blue Star Ltd Managing Director B Thiagarajan, who unveiled a new range of products online under the 'affordable' segment, said the AC industry was expected to register a 15-20 per cent growth, while the company hopes to clock 30 per cent this summer and 25 per cent overall in fiscal 2021-22.
Covid-19 vaccine: A shot at redemption for J&J?
J&J, which has vowed to sell the vaccine at cost, won approval Thursday from the European Union for its Covid-19 jab after receiving the green light earlier from regulators in the United States, Canada and South Africa.
Why snack-major Balaji Wafers opted for a startup ad agency?
Starting in 1982, the Balaji empire has been a family enterprise and the support team are not the sort who drift from job to job.
GST return policy sends online marketplaces into a tizzy
While the marketplaces and sellers are relieved about the increase in input tax credit, the confusion over the taxation structure for returns continues ahead of the rollout of the goods and services tax (GST) on July 1.
IT, pharma and FMCGs have reached their highest point in cycle: Ambit Capital
"There has been a fear trade, which has resulted in investors piling into IT, pharma and FMCGs," Mukherjea said.
Buy J&K Bank on decline: Rajat Bose
Banking pack overall is still under pressure but then J&K Bank is one stock that has still some strength.
FMCGs and defensives are safer to be in: Anil Rego, Right Horizons
In the current situation, I believe that FMCGs and defensives are the place to be in. It is a safer place to be, best seen by the results as well.
Buy Pharma: Ashwani Gujral
I would advise to buy pharma and FMCGs which have been showing much better trends than either of the other groups.
HUL: Upsides from here a little limited
They have already come up a huge lot from their prices to what they were existing two or three or four weeks back and the upsides from here would probably seem to be a little limited.
FMCG: Earnings growth to take a knock
The slowdown in consumer spending is compelling FMCGs to push volume growth through discounts and aggressive marketing expenditure even as increased ad spends coupled with steadily rising input costs put pressure.
Sachets back in vogue for FMCGs
Leading FMCG firms are set to bring back the sachet culture as they realise the value delivered by small or single-serve packs.
Load More
