Consumer Market

Global consumer products makers have reported strong consumer demand and market share gains in India in the June quarter, highlighting India's role as a long-term growth engine and have indicated plans to step up investments to strengthen their presence in one of the world's fastest-growing consumer markets. Global consumer goods majors such as Mondelez International, L'Oreal, Reckitt, Unilever, Nestle and The Coca-Cola Company see India as a key growth market and a major driver of future growth. In their earnings calls, their top executives have pointed to resilient consumer demand, accelerating premiumisation, expanding distribution networks, focus on low-price packs, strong performance of digital and e-commerce channels, and rising market share across categories in India. American snacking major Mondelez International, maker of brands such as Oreo, Cadbury Dairy Milk and Toblerone, said demand remained "solid" in India during the second quarter of 2026 and that it expanded its ..

Indian households are expected to increase spending on experiences faster than physical goods through 2030, with hotel accommodation emerging as the fastest-growing category

Data showed that in FY25, the extended heatwave drove room AC volumes up by 20-25 per cent Y-o-Y to around 12.5 million units, creating a high base that FY26 has struggled to match.

Nadir Godrej also said the group's food ​and agri business, Godrej Agrovet, is looking for prospects in the animal feed category

Leaders Blinkit and Swiggy face intense competition and unpredictable margins as investors weigh long-term potential in India's fast-growing quick-commerce sector, Bernstein says

Based on channel checks, Elara Capital analysts said the QSR universe is seeing soft demand trends in the current quarter, even after recent GST rate cuts.

Consumer sentiment in India has shown steady momentum over the year aided by robust GDP growth and the country continues to be one of the most optimistic markets with 61 per cent of consumers expecting continuous good times, according to global consulting firm BCG. Indian consumers are also unfazed by ongoing geopolitical conflicts as only 17 per cent net consumers believe that recent global conflicts or political events will slow down the country's growth, 2nd lowest after China. In contrast, this number is over 60 per cent for consumers in the UK, France and Germany, BCG said in its latest 'Global Consumer Radar' report. The BCG report covered developed countries France, Germany, UK, US, Japan and developing nations Mexico, Brazil, India and China. As per the report, 61 per cent of Indian consumers expect continuous good times versus 34 per cent who expect widespread unemployment or depression, implying a net optimism of 27 per cent. This is second only to China and far above the

The Department of Consumer Affairs has mandated that all pan masala packages, irrespective of size or weight, must display the Retail Sale Price (RSP) and other mandatory declarations under the Legal Metrology (Packaged Commodities) Rules, 2011. The amendment, notified through GSR 881(E), will come into force on February 1, 2026, an official statement said. From that date, all manufacturers, packers and importers of pan masala must ensure full compliance. The amendment removes the earlier exemption that allowed small packs of 10 grams or less to avoid certain declarations. Now, even these smaller packs must print the Retail Sale Price on their labels and display all declarations required under the 2011 rules. The previous proviso under Rule 26(a) has been withdrawn and replaced with a new proviso specific to pan masala. The department said the move strengthens consumer protection by ensuring transparent pricing information across all pack sizes. It is expected to prevent misleadin

There was a time when brands used to proudly display quality marks like 'Agmark' and 'ISI' mark in their advertising and on their packaging

F&B and apparel sectors led deal activity, with private equity accounting for 99 per cent of total value in September, according to Equirus Capital's latest report

Godrej Consumer Products sees over 6% rise in stock following a strong Q1FY26, driven by double-digit revenue growth, high single-digit volume growth, and lower raw material costs

Titled "Click, Watch, Shop: The Consumer Opportunity in India," the report outlines how a convergence of technological advances, demographic shifts, and favorable policy developments

A cooler-than-usual summer this year - followed by the earliest onset of rain since 2009 - has hurt companies selling everything from talcum powder to air conditioners

While addressing shareholders, he said, "We are growing the desirability of our offerings and building the density of our presence across key micro-markets to serve our customers better.''

Value phones to follow in two years as consumer use cases expand

Country's share in global growth 2-8 times its volume share: Report

This comes at a time when the market is pushing for growth in urban areas, which has been impacted, while rural sales have been on an upward swing for the past few months

Beyond technology leaders, retailers in apparel, beauty, fashion, and entertainment are targeting Tier-II and -III cities, extending their reach beyond metro hubs

Among the key themes identified in the report is the growing importance of rural markets. Nuvama expects companies with a stronger rural exposure to outpace urban-focused peers in the next 2 quarters

Despite these challenges, revenues for tracked companies are projected to grow 6 per cent year-on-year, primarily driven by price increases, while volume growth will stay in the low single digits