Marico: on a slippery slope?
In its Q3FY22 business update, Marico has stated that a high base effect and sluggish demand in the rural markets affected the volume growth in the quarter gone by.
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Omicron exposes cracks in the markets; should you buy the dip?
A dramatic sell-off in the last week suggests that the markets are worried about two important factors—economic growth and corporate profitability.
Read moreWhat’s in store for biscuit manufacturers post pandemic?
Don’t you think as the vaccination drive gathers further momentum, the unlocking of the economy will become more durable? This might be a positive for biscuit manufacturers.
Read moreFast moving companies slow moving stocks
The strong growth momentum in the rural and semi-urban areas remained a major driving force for frontline FMCG companies in Q3FY21 as well. Be that as it may, FMCG stocks have collectively underperformed the broader markets over the past few months.
Read moreFMCG: Moving fast in the times of cyclones and pandemic
Coronavirus pandemic is reshaping business dynamics even for the most stable industries, such as FMCG. During the pandemic, consumer preferences have undergone a sea change.
Read moreIs Inflation Moving too Fast for Fast Moving Consumer Goods Companies?
When inflation spikes up, input costs of FMCG companies rise too. Unless companies are able to pass on these increases, their profit margins drop. As inflation starts pinching households, consumer confidence gets shaken and that eventually affects demand.
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