Marico (MRCO IN) | Checks Indicate Saffola May Continue Strong Performance
Marico Ltd (MRCO IN) posted a stellar Q4, meeting volume expectations, while most peers missed volume estimates, blaming the broader consumer...
650 Views
DABUR IN | Checks Indicate Hair Oil Portfolio Could Be More Vulnerable
Dabur India Ltd (DABUR IN) & Marico Ltd (MRCO IN) both intend to focus on the Hair Oil segment. For Marico, its the Value-added Hair Oil (VAHO)...
634 Views
The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
574 Views
India Consumer | How Long Will It Last? Q4 Takeaways and Channel Check Preview
Our primary checks done in December and January for our Insight Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Detailed...
524 Views
India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
547 Views