Weak monsoon clouds FMCG, 2W and durables demand as rural consumption story wobbles

El Nino-driven monsoon, potentially the lowest in 11 years, threatens rural offtake for FMCG, two-wheelers and durables. Godrej, Parle, Kenvue and Honda flag down-trading and softer festive sales. Retail inflation could rise 170bps, pressuring volumes into H2.

El Nino-driven monsoon, potentially the lowest in 11 years, threatens rural offtake for FMCG, two-wheelers and durables. Godrej, Parle, Kenvue and Honda flag do

Times of India · Business · 5/30/2026, 3:01:01 AM · Ask about this →

FMCG India + AWL Agri Business + Godrej Enterprises + Honda Motorcycle & Scooter India + Kenvue India + Parle Products +