Consumer Stock

Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.

Heavy rains in Q2FY26 adversely affected seasonal categories such as carbonated drinks, ready-to-drink juices, beer, ice creams, and hair/skin summer care products.

The auto industry is among the biggest beneficiaries of the GST rate cut. With companies swiftly passing on the tax savings, vehicles across segments have become more affordable

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.

According to the Nuvama report, the deflationary impulse from tariff-driven global slowdown is likely to hurt domestic cyclicals the most.

Voltas shares fell 8 per cent after its June quarter earnings missed estimates, with its profit falling 58 per cent

Dabur shares rose 3 per cent after it reported a 2.8 per cent increase in net profit for the June quarter

The consumer giant reported a net profit fall of 5 per cent to ₹885.4 crore in the January-March quarter

UBS expects consumer sector to rebound in fiscal 2025-26 (FY26). Prefers Hindustan Unilever (HUL), Britannia, GCPL, Colgate, Trent and others; suggests selling Asian Paints, Dabur

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

The British Retail Consortium said spending in shops increased by 0.6 per cent in annual terms in October, below September's 2.0 per cent growth and the weakest rise since July

Mrs. Bectors Food on Tuesday, September 10, informed that the company has allotted 2.58 million equity shares to eligible qualified institutional buyers (QIBs) at a price of Rs 1,550 per share.

The rural markets have outpaced urban demand, registering a 7.6 per cent increase compared to a 5.7 percent rise in urban areas, in the March quarter of FY24

The company said it evaluates various strategic opportunities for growth and expansion of the business of the company on an ongoing basis

Economists caution that the demand for goods and services could taper off in the months ahead

Moreover, Amber Enterprises, Avenue Supermarts (DMart), Info Edge (India), Jubilant FoodWorks, and Relaxo Footwears also hit their respective new highs

Makers of big-ticket goods have seen heavy selling