Consumer Staples And Discretionary Sector Update: ICICI Securities
Customers with a shopping cart browse home-care products on display. (Photographer: Udit Kulshrestha/Bloomberg)

Consumer Staples And Discretionary Sector Update: ICICI Securities

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.

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:

  1. higher adoption of packaged and healthy foods,
  2. increased adoption of ayurvedic, organic and natural products,
  3. industry consolidation and share gains for larger incumbents,
  4. emphasis on hygiene to continue, and
  5. faster adoption of e-commerce etc.

Click on the attachment to read the full report:

ICICI Securities Consumer Sector Update Trends.pdf

DISCLAIMER

This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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