ITC explores direct supply to retail outlets, rethinking distribution model

ITC is weighing a shift toward directly supplying its products to retail outlets, moving away from its existing multi-tier distribution structure. The move could tighten control over shelf presence and margins across its FMCG portfolio.

— Filed Mon, 29 Jun, 2026, 22:37 IST · Source Mint · Updated

ITC is exploring direct supply of its products to retail outlets, shifting away from its current distribution model.

Why this matters

ITC's distribution rethink follows momentum in its digital-first brands, which hit ₹1,350 crore ARR growing 60% in FY26, signaling a broader push to control channels and margins across its FMCG portfolio.

Retail-company signals remain steady with 4,120 signals tracked over the past 90 days.