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Signals from CNBC-TV18 · Retail
- LG India eyes 2 million AC sales in CY26 as summer demand absorbs 10-12% price hikes
- V-Mart guides 18-20% FY27 revenue growth, plans 100 new stores with West Bengal push
- Electronics Mart guides 15% revenue growth as AC mix climbs to 15% of sales
- Elara picks Trent, D-Mart as top retail bets; flags 20%+ growth, FTA tailwind for spirits
- Pearl Global to expand beyond 100M-piece capacity as US, Europe orders stay strong
- Reliance Retail tops ₹3.71 lakh crore in FY26 as Campa, RCPL and JioMart scale fast
- Modi's Melody gift to Meloni hands Parle a viral global push, Italy eyed as next market
- India's $40B tax cut may fizzle: top 5% spend just ₹20K/month
- GST rate review could reset demand math for hotels, autos, cement and FMCG
- GST cuts to spark urban demand first; rural revival to lag into later quarters
- Indian retailers pin festive hopes on GST cut as H1 demand stays sluggish
- Jubilant FoodWorks guides 5-7% SSSG, plots tier-2/3 push for Domino's India
- Marketsmith flags Q4FY26 trend reversal; Trent, V2 Retail, Vishal Mega Mart to lead retail rebound
- V-Mart trims FY26 revenue growth view to 15–18% as festive demand disappoints
- Vishal Mega Mart holds FY27 growth line as Zudio, Meesho, quick commerce crowd in
- FMCG distributors urge SEBI to halt IPOs of loss-making quick-commerce firms
- PN Gadgil raises FY26 guidance: revenue to top ₹10,000 cr, PAT margin near 4%
- RAI pushes Budget 2026 for tax cuts, GST rationalisation and a National Retail Policy
- De Beers CEO: India's diamond market to double by 2030 despite global headwinds
- Bernstein flags 2026 growth, competition risks for Swiggy, Eternal; sees hypermarkets under pressure