BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Systematix Research Report
Improved consumer demand trends in Q2 FY22 due to increased vaccination across the country is a key tailwind for the consumer and retail sector.
Discretionary and out-of-home categories are outperforming in-the-home and hygiene categories.
The uptrend in consumer demand is likely to continue in Q3 FY22 led by the festive season.
Rural demand should remain strong driven by a normal monsoon and strong Kharif harvesting, while urban markets will also see a sequential recovery due to improved mobility in Q2 FY22.
Balancing volume growth and price hikes will be a key challenge, especially for consumer staples companies, as they try to mitigate the impact of sharp inflation in raw material prices.
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