Page 20 - Fmcg Sector
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.
 "Volume-led growth of FMCG companies continue to rise on key input costs")
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
 "Smaller peers race ahead of FMCG giants with 42% growth in Sept: 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
 "Modern trade, regional brands gaining momentum in India's FMCG landscape")
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 may not be best bet")
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 stocks: Fundamentals continue to be strong, but valuations too high")
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?
 "FMCG: Shipments are going up while retail offtake is slowing, says Nielsen")
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
 "Volume growth should hold up FMCG P/E multiples: Analysts at Credit Suisse")
Rural economy, monsoons to boost FMCG firms in 2018: Edelweiss report
Rural markets are recovering, albeit at a slower pace, the report noted
 "Rural economy, monsoons to boost FMCG firms in 2018: Edelweiss report")
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
 "Marico sharpens focus on data")