Consumer Staples And Discretionary Sector Update: ICICI Securities
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ICICI Securities Report
Exactly a year before we analysed the likely changes to consumption, industry structures etc. We revisit the thoughts, we looked beyond the noise, and present potential changes in operating environment and likely beneficiaries.
Starting today our analyst team will present sector-wise ‘long-term and short-term’ trend changes and the impacted (positive and negative) stocks and the way forward.
A root-cause-analysis of every trend indicates that it’s a consumer, customer behaviour change.
Top long-term trends in consumption (which has played out in last 12 months, and continuing) are:
- higher adoption of packaged and healthy foods,
- increased adoption of ayurvedic, organic and natural products,
- industry consolidation and share gains for larger incumbents,
- emphasis on hygiene to continue, and
- faster adoption of e-commerce etc.
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