Consumer, Retail Q2 Earnings Preview - Discretionary Demand On An Uptrend: Systematix
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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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