Nuvama analyst Abneesh Roy says the FMCG sell-off driven by weak monsoon and El Nino fears is overdone. He expects strong Q1-Q2 prints from Nestle, Marico, Asian Paints, Pidilite, Dabur, Colgate and Varun Beverages, supported by price hikes and resilient consumption demand.

NDTV Profit · 6/2/2026, 9:47:47 AM

Axis Securities' June top-15 list features retail-heavy bets: Avenue Supermarts (~30% upside on store expansion and margin resilience), Eternal/Zomato (43-44% on quick commerce traction), plus Nestle, LG Electronics and Chalet Hotels. BFSI and telecom names ICICI Bank (35%) and Bharti Airtel (38%) round out the medium-term picks.

NDTV Profit · 6/2/2026, 5:41:57 AM

India pet food market projected at $884M in 2025 with 39M pets, growing 25% annually. Royal Canin India clocked Rs 473.84 cr revenue in FY25 as Godrej, Reliance, Nestle-backed Drools and Wipro crowd into the category.

Mint · 5/29/2026, 9:48:40 AM

Mars Petcare's premium arm is growing 25% annually in India, clocking Rs 473.84 cr in FY25 revenue (+5% YoY) though net profit fell 75% to Rs 2.21 cr. India's pet market, now $884.4M with ~39M pets, is set to scale to Rs 35,000 cr as Godrej, Reliance, Nestle-Drools and Wipro intensify competition.

Mint · Companies · 5/29/2026, 9:41:58 AM

MD flags India as priority market growing 25% annually, with pet population near 39M and category sizing from $690M (2023) to $884M (2025). Royal Canin India revenue hit Rs 474 cr in FY25 (+5%) but profit fell 75% as Godrej, Reliance, Nestle-Drools and Wipro crowd the aisle.

Mint · 5/29/2026, 9:41:38 AM

Indian packaged food majors are voluntarily disclosing limited ingredient details on front packs while FSSAI's mandatory salt-sugar-fat labelling regulation remains pending after eight years. Health advocates flag the moves as fragmented and non-standardised, leaving consumers without comparable nutritional signals.

ET Retail · 5/27/2026, 5:24:30 AM

With mandatory front-of-pack labelling norms pending for eight years, PepsiCo, ITC, Nestle and iD Fresh Food have started voluntary callouts on sugar, salt, fats and preservatives across brands like Maggi, Milky Bar, Aashirvaad and Sunfeast Farmlite. Health advocates say piecemeal labels fall short without standardized warnings.

ET Small Business · 5/26/2026, 7:50:04 PM

Petrol and diesel have risen Rs 7.5/litre since the Iran conflict began, lifting freight and last-mile delivery costs as fuel makes up ~55% of trucking expense. Nestle, HUL, Marico and Dabur have already pushed through 2-5% price hikes, with further increases or grammage cuts likely — a fresh threat to the nascent rural consumption recovery.

ET Small Business · 5/26/2026, 6:34:39 AM

A Rs 7.5/litre fuel price hike — Rs 2.61 on petrol and Rs 2.71 on diesel — is pressuring FMCG majors HUL, Nestle, Marico and Dabur on freight and input costs. Trucking costs, which form 55% of distribution, are rising sharply, threatening 2-5% price hikes or pack shrinkage and risking already-fragile rural demand and last-mile delivery economics.

Times of India · Business · 5/25/2026, 12:49:07 PM

Consumer brands are channeling 20% more into Q-comm platforms for top listings and SEO as D2C rivals crowd shelves. Dabur, Amul, Nestle, HUL and Mother Dairy report 40%+ growth, with quick commerce sales projected to double in FY26 and digital-exclusive SKUs launching.

ET Retail · 5/22/2026, 4:56:38 AM

Post Rs 1 lakh crore turnover, Amul is restructuring 20,000 distributors and 2.8M retailers into temperature-based highways, palletising dispatches for 30-50% storage gains, and letting distributors pick from 500 SKU cards. Blue ocean SKUs already clock Rs 10 crore/month as it pushes into pizza, protein shakes, US, EU and Africa.

ET Small Business · 5/21/2026, 7:56:55 AM

Kotak data shows q-comm now drives 75% of Dabur's and 70% of Britannia's online sales, with premium and impulse categories disproportionately benefiting. Nestle clocks 60% online via q-comm; Emami trails at 2% of total. The channel has doubled FY25 contribution in a single year.

ET Retail · 5/21/2026, 4:06:48 AM

Q-comm now drives 75% of Dabur's and 70% of Britannia's online sales, per Kotak. Premium and impulse SKUs fuel the surge, with Nestle at 60% online via q-comm. Emami trails at 2% of total sales as the channel reshapes FMCG distribution economics.

ET Small Business · 5/20/2026, 7:08:09 PM

Post INR 1 lakh crore turnover, Amul restructures into ambient, chilled, fresh and frozen channels with palletised dispatches. Distributors self-select from 200 red-ocean and 300 blue-ocean SKU cards, unlocking 30-50% storage gains. Blue-ocean lines already clock INR 10 crore/month as Amul pushes into US, EU and Africa.

ET Brand Equity · 5/20/2026, 5:16:06 AM

West Asia conflict-led fuel spike is forcing Indian FMCG majors to consider 2-5% calibrated price hikes or grammage cuts, with input inflation running at 8-10%. Dabur has flagged ~4% hikes. Move threatens the fragile post-GST-cut consumption recovery, particularly in rural markets where volume growth had just begun reviving.

Times of India · Business · 5/16/2026, 1:32:42 AM

Co-manufacturer KJS India is building a second ₹651 crore food and FMCG processing facility in Sangareddy, Telangana. The plant will serve clients including Nestle, HUL, Mayora and Dr. Reddy's, generating 1,551 direct and 5,000 indirect jobs as brand owners deepen outsourced manufacturing capacity in South India.

The Hindu BusinessLine · 5/15/2026, 4:13:37 PM

Co-manufacturer for Nestle, HUL, Mayora and Dr. Reddy's is setting up a food processing and FMCG facility in Sangareddy, expected to create 1,551 direct and 5,000 indirect jobs. The investment deepens India's contract manufacturing base for branded FMCG and signals rising private-label and outsourced production capacity.

The Hindu BusinessLine · 5/15/2026, 12:59:00 PM

Marketer Jahnavi Jain warns Ozempic-Wegovy adoption could shrink appetites 30% and capture 35% of F&B spend by 2030. Kirana snacks, QSRs, sugary drinks and thali platters lose ground to high-protein mini-meals, electrolytes and firming skincare. Premium urban Indians seen adopting within two years.

Business Today · Latest · 5/15/2026, 8:10:21 AM

Abneesh Roy expects steady Q4 FMCG updates with 3-4% pricing growth aiding revenue, but warns input costs and demand destruction remain risks. Retail names may outperform staples on store expansion, while Marico, Tata Consumer, Nestle and Britannia screen as safer picks versus Dabur and Emami.

CNBC-TV18 · Retail · 5/14/2026, 1:19:54 AM