Page 10 - Fmcg Sector

FMCG, retail stand poles apart in Q3 amid ongoing economic slowdown

Outlook for staples bleak, discretionary confident

Anomalies in valuations

Stick to high-valuation blue chips or switch to low-valuation big stocks, or small caps?

Amid one-off investment value impairment, Dabur Q2 net up 7% at Rs 404 cr

The net profit was impacted by one-time impairment in value of investments to the tune of Rs 40 crore

FMCG rural growth hits 7-year low; poor consumption pulls down retail sales

North India, the largest market for FMCG, saw volume growth falling to 1 per cent from 17 per cent as the FMCG volume shrank by 2 per cent the villages

FMCG slowdown gets worse in Q2 as consumer sentiment remains tepid

Sector analysts admit the going will be tough for companies in Q2, an admission that some firms have already made in their recent quarterly updates

FMCG stares at worst slump in revenue growth in 15 years: Report

According to the report, the slowdown had been brewing since 2016 but was intensified further by several disruptions in the past two years including demonetisation

Monsoon season and cash handouts keep BNP Paribas bullish on FMCGs

Sales of staples will recover in the second half of the fiscal year that began April 1, as farm-support measures and above-average rain lift rural incomes, the brokerage said in a report

Consumption-investment cycle needs to improve, say FMCG CEOs and veterans

Call for rural stimulus package and better transmission of RBI's interest rate cuts

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