Consumer Sector Check - Discretionary Segments On A Come Back: Prabhudas Lilladher
A customer pushes a shopping cart along a food aisle while shopping inside a local supermarket (Photographer: Yorgos Karahalis/Bloomberg)

Consumer Sector Check - Discretionary Segments On A Come Back: Prabhudas Lilladher

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.

Prabhudas Lilladher Report

We recently conducted a channel check to determine demand situation across paint, jewellery , consumer staples and food services sector and conclude that -

1. Paint Industry is sustaining momentum with decorative volumes up by 20% with leading players volumes rising by ~25%, industry is looking at ~5% price hike expected from April 2021

2. Jewellery has seen sharp rebound in demand in March post tepid January and February

3. Biscuit demand is back to pre Covid-19 levels with demand for Rs 5/10 packs back on account of increased out of home movement

4. Demand for salted snacks and ice cream has grown rapidly in Q4.

Click on the attachment to read the full report:

Prabhudas Lilladher Consumer Sector Check.pdf


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