HUL
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Signals
Consumer deal volumes climb 22% but values crash 63% to $1.4bn as investors turn picky
Q4FY26 logged 145 consumer/retail deals worth just $1.4bn, per Grant Thornton Bharat. Top-5 deals captured 57% of value, led by HUL-Oziva ($90m) and Marico's Skinetiq, Cosmix and 4700BC buys. Capital is concentrating on premium wellness plays with proven unit economics.
Mint · Industry · 6/1/2026, 12:50:37 PM
Trent eyes 10x revenue runway as Zudio, Westside scale to 1,286 stores across 321 cities
Chairman Noel Tata says Trent is still early in its growth journey despite FY26 revenue of Rs 19,701 crore and 2.5x growth since 2023. The Tata retail arm is targeting a 10x revenue expansion, anchored by Westside, Zudio and Star Bazaar, with a multi-brand strategy and global ambitions.
ET Retail · 5/31/2026, 7:45:40 AM
Indians redirect spend to travel, concerts, iPhones as Nilesh Shah flags experience-led consumption shift
Kotak MF's Nilesh Shah maps a structural shift in Indian wallets: ₹1.45 lakh crore on foreign travel, a ₹20,800 crore live events industry, and Apple India adding ₹1.2 lakh crore revenue in five years. Offsetting the boom: ₹2.87 lakh crore retail trading losses (FY22-25) and ₹53,000 crore digital fraud losses over six years.
Business Today · Latest · 5/25/2026, 12:25:31 PM
Kotak MF: Apple India FY26 revenue set to double HUL's as premium spend outpaces mass
Structural premiumisation reshaping Indian retail: food's wallet share fell to 46% rural and 39% urban, while premium smartphones above Rs 30,000 grew at 5.9% CAGR vs mass-market's -1.2%. Top-decile urban incomes compounded ~18% vs ~6% for urban mass, fuelling autos, jewellery, OTT and quick commerce.
BL · Consumer & Economy · 5/25/2026, 5:14:38 AM
Kotak MF: Premium spending surges as mass consumption lags; Apple India FY26 revenue seen at 2x HUL
Kotak MF report flags a sharp K-shaped split in Indian consumption. Food wallet share dropped to 46% rural and 39% urban, while premium smartphones grew 5.9% CAGR vs -1.2% for mass. Urban wealthy incomes compounding 18% vs 6% for mass households (FY20-25). Apple India FY26 revenue projected at twice HUL's.
The Hindu BusinessLine · 5/25/2026, 5:13:54 AM
Indians' ₹1.45L cr foreign travel spend now dwarfs building materials industry: Kotak MF's Nilesh Shah
Nilesh Shah flags a structural rewiring of Indian wallets: outbound travel (₹1.45L cr) tops entire building materials sector, Apple India added ₹1.2L cr in 5 years, and live events (₹20,800 cr) are eating into footwear and wardrobe budgets as experiences replace goods.
Business Today · Latest · 5/25/2026, 2:01:38 AM
Dabur says Gulf war inflation erodes GST cut gains, forces 4% price hike
CEO Mohit Malhotra flags 10% input inflation in April-May from Middle East conflict, neutralizing GST relief. Dabur counters with grammage cuts, value growth push, and ₹500 cr D2C acquisition platform. Q4 net profit ₹369 cr (+15% YoY), sales ₹3,038 cr (+7%); rural outpaced urban by 350 bps.
ET Small Business · 5/17/2026, 6:59:20 PM