Page 18 - Fmcg Sector

FMCG stocks seen as safer bet as prospects in other sectors not encouraging

Even after six months of moderation in consumption, the average current valuation of major FMCG players is still at a premium

North India contributes most to slowdown as FMCG heads south in rural parts

Nielsen has cut CY19 growth forecast to 9-10%, from 11-12%

FMCG sector may lose its sheen as Union Budget, monsoon disappoint

Delay in demand recovery and higher stock valuations mean low margin of safety, say analysts

Rural slowdown, funding pull down FMCG stocks; quick recovery unlikely

Valuations do not fully capture weak liquidity, monsoon worries, and sluggish economic growth

FMCG firms pin hopes on new govt's rural reforms for demand revival

Most CEOs say farm incomes will have to improve for demand to make its way back

FMCG growth, low food inflation to be hit by fall in monsoon: Nestle India

Nestle India said the decline in monsoon would not affect it as its rural sales account for only about 20-25 per cent of its total sales

With focus on volume growth, FMCGs to put price hike in cold storage

For 2019, industry pegs contribution of volume rise at 75% for top line and 25% in case of price-led growth

Volume-led growth of FMCG companies continue to rise on key input costs

The December 2018 quarter (Q3) performance, which will highlight near-term prospects and valuations, will help gauge how the sector will do in 2019 for investors, say analysts.

Smaller peers race ahead of FMCG giants with 42% growth in Sept: Report

Contrary to all predictions, the GST or their global peers have been unable to dampen regional brands' growth, shows Nielsen report

Modern trade, regional brands gaining momentum in India's FMCG landscape

Eastern region pulled up volume growth to a healthy 13%, highest in the past five quarters

FMCG stocks trip on high valuations; analysts see further correction

A key worry for consumer companies is rising input costs which is impacting profitability and overall earnings outlook

FMCG may not be best bet

A rising rupee may lead to consumption pullback

FMCG stocks: Fundamentals continue to be strong, but valuations too high

For premiums to sustain, FMCG earnings growth must pick up in coming quarters

FMCG grows at 10.9% in June quarter, lower than 14% in 2017: Nielsen

Overall stock levels in the retail trade have also improved by 10 percentage points since early-2017

FMCG: Shipments are going up while retail offtake is slowing, says Nielsen

While company shipments are going up, actual retail offtake is slowing, says Nielsen, pointing to consumer fatigue. Is this cause for concern?

Volume growth should hold up FMCG P/E multiples: Analysts at Credit Suisse

The strong show of the consumer sector is on the back of multiple re-rating rather than earnings growth

Rural economy, monsoons to boost FMCG firms in 2018: Edelweiss report

Rural markets are recovering, albeit at a slower pace, the report noted

FMCG sector grows by 9% in Dec 16-Nov 17 period

As per data available from Kantar Worldpanel, during Jan-Mar 2017 sector volume grew by 6%

Marico sharpens focus on data

Here's how the FMCG firm is using analytics and digital tools to improve forecasting and cut inventory costs