Every bull market needs a story. One of the main stories currently being sold is the premiumization of the Indian economy or that Indian consumers are buying more expensive products than in the past and how that will continue to benefit listed companies. Also, the number of such consumers isRead More →
The relatively newer fashion business is finally adding oomph to FSN E-Commerce Ventures Ltd, the parent company of Nykaa. This vertical put up a strong show on the margin front in the September quarter (Q2FY24), thanks to premiumization, lower product returns and declining marketing expenses. As such, the fashion segmentRead More →
Dabur India Ltd’s Capital Markets Day 2023 event has hardly evoked any response from investors with the stock being flattish over the past two days.This is not surprising as the fast-moving consumer goods (FMCG) company has laid down some targets, the results of which can be evaluated only after someRead More →
Colgate Palmolive (India) Ltd’s shares have fallen by 2.4% in the past two days. The company, which is present in oral care category, held an analysts meet on Tuesday where it discussed its growth strategy. Though long-term prospects appear intact, the lack of exciting announcements may have caused some disappointmentRead More →
The two-wheeler industry has been in the slow lane for quite some time now, owing to muted demand conditions. However, there are some pockets that are performing better. There is a premiumization trend playing out with demand shifting from lower-cc vehicles to higher-cc ones. Thus, companies catering to mid- andRead More →
