Market pulse › FMCG and consumption
FMCG and consumption
Today16 stories · 25 articles
Net tone▲ +48% today
Market checkFMCG +0.40%
Developing5 storylines
FMCG and consumption in three lines
- E-commerce held 7% of FMCG sales in the June quarter, up 3%
- Rural FMCG volumes fell 5% in the June quarter
- 68% of FMCG categories lost volume amid higher costs and rural income pressures
524 Sept
1525 Sept
526 Sept
1127 Sept
628 Sept
Market move▼ bearishRs 4 lakh crore loss! Why India's storied consumer stocks are languishing near the bottom in 2026Major consumer stocks lost nearly ₹4 lakh crore in market valueHULITCMarket valuations
Broker call▲ bullishDharmesh Kant bets on banks, mining and AI themes; cautious on FMCGDharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themesCoal IndiaBanksMining
Funding and debt▲ bullishPC Jeweller clears dues to 14 banks and becomes debt-freePC Jeweller cleared dues to all 14 consortium banks ahead of schedulePC JewellerBanksRetail
Market move▲ bullishPremium edible oils find buyers despite rising price gapHealth-conscious consumers are buying cold- and wood-pressed oils despite higher pricesMaricoTATA Consumer ProductsFood prices
Policy● mixedEdible oil duty cut may boost snack makers’ marginsInput costsFood pricesFarm commodities
Data● mixedE-commerce’s share to FMCG sales in top eight metros at 21% in June quarter: NIQE-commerce held 7% share of FMCG sales in the June quarter, up 3%E-commerceQuick commerceConsumer demand
● mixedYour favourite grocery snacks may vanish in 2026 — here’s why Pepsi and major brands are cutting productsMajor food companies are streamlining product ranges as familiar snacks and drinks disappear from US shelves in 2026US inflation
Data▼ bearishFMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQRural FMCG volumes fell 5% in the June quarterConsumer demandEconomic growth
Market move▼ bearishTriple shock rattles India’s FMCG basket as 68% of categories lose volume68% of FMCG categories lost volume amid higher costs and rural income pressuresConsumer demandFood prices
Expansion▲ bullishTitan bets on premium watches as automatic business scales five-foldTitan aims to grow its automatic-watch business to ₹350–400 crore this yearTitan Company
Market move▲ bullishPlanning to buy an AC this Diwali or in winter? Check how much Daikin, Blue Star will hike pricesAir-conditioner brands including Daikin and Blue Star are increasing prices ahead of Diwali and winterBlue StarFestive seasonInput costs
Data● mixedMacro headwinds, rising input costs impact FMCG volumes in June quarter: NIQInput costsFood pricesFarm commodities
Data▲ bullishIndia’s consumer durables market could reach ₹3.25 lakh crore by 2030Market projected to reach ₹3-3.25 lakh crore by 2030ManufacturingElectronics manufacturingEconomic growth
Expansion▲ bullishITC expands Aashirvaad dairy business in eastern India, targeting branded and value-added productsITC is expanding its fresh dairy presence in Eastern India under AashirvaadITC
Broker call● mixedHow AI shopping agents could reshape hardline, broadline and food retail - UBSAIRetailE-commerce
Market move● mixedChina consumer stocks lag as weak spending and AI focus weigh on sectorWeak spending, sluggish incomes and falling property prices pressure consumer companiesChinaAIAsian markets
Policy● mixedFood safety vs public health: Maharashtra FDA chief Tukaram Mundhe calls for behaviour changeMaharashtra FDA chief Tukaram Mundhe said food and beverage choices should be considered when assessing illnessMaharashtraPharma and healthcare
Market move● mixedMcDonald's Sell-Off Hits 30% As Big Mac Inflation Spurs PushbackMcDonald's shares are down nearly 31% from their February highInflationUS economyInput costs
● mixedFestive Purchase: Cash, Credit Card Or No-Cost EMI - What Does It Really Cost?Paying by credit card may cost less if the full outstanding bill is cleared by its due dateFestive seasonUnsecured loans