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Signals from CNBC-TV18 · Retail
- Urban FMCG growing faster than listed firms' 4-4.5%, Kantar says share shifting to D2C and quick-commerce
- CAIT, Rasna team up on B2B digital portal to arm Indian retailers against e-commerce giants
- Quick-commerce players race to deliver fashion in under 30 minutes across India
- Arvind Fashions sees no ceiling at ₹2,000 cr, pushes retail expansion and online growth
- FMCG demand steadies post-GST reset, rural staples lead uneven recovery
- Nuvama picks DMart over Trent, flags worst may be behind for Tata's fashion arm
- Astrotalk vaults past ₹1,200 Cr in FY25 as Zilo bags $15.3M to crack quick fashion
- Nuvama's Roy flags 3-4% pricing revival as FMCG Q4 cushion; Marico, Nestle, Britannia called safer bets
- Dabur CEO rules out senior exits, hints at new India role as Q3 growth rebuilds to 7%
- US Polo crosses ₹2,500 cr; Arvind Fashions sees more runway ahead
- Blue Star MD warns weak summer could 'spell disaster' for India's AC industry
- Titan CFO stands by FY26 growth guidance despite gold price turbulence
- Equirus pegs AC secondary sales growth at 15-20% as sub-par monsoon lifts cooling demand
- Swiggy cedes ~200 bps QC share as Eternal-Blinkit play growth-profit balance
- Indigo Paints targets 5% market share as demand recovers post-Diwali lull
- Instamart cart sizes span ₹10 printouts to ₹4.3 lakh iPhones as quick-commerce scales up
- ICICI Securities flags post-GST FMCG demand uptick as premiumisation, price elasticity re-emerge
- Amazon targets $80B India exports by 2030, leans on AI to scale seller ecosystem
- Blue Star MD sees January 1 energy-label switch sparking fresh room AC buying
- India e-commerce hits mid-cycle; quick commerce to drive penetration toward 14%