Discover and read the best of Twitter Threads about #FMCG

Most recents (16)

🧵 The #FMCG industry has become an absolute juggernaut with annual revenue reaching 13-figures! That’s a trillion with a “t”.

A number of rapidly growing health product start-ups are aiming to disrupt this gigantic consumer sector.

And these newcomers are moving quickly.

Fast-moving consumer goods, aka FMCGs are products that are sold quickly at a relatively low cost.

The top 40 FMCG companies (incl. @Nestle, @ProcterGamble, @Unilever, @CocaCola and @LOrealGroupe) generated over $1 trillion in revenue in 2020.

Over the last two years, the FMCG sector has grown by 10.4% with the wellness market now estimated to be worth more than $1.5 trillion.

Read 26 tweets
#NIFTY bottom for the year 2022 is near 15400 - 15100

Mostly will get achieved in month on MAY 2022 only.

After #bottom out #TOP for the year 2022 is near 19100 - 19500 which i am expecting before NOVEMBER 2022

For SECTORAL OUTLOOK check out the thread 🧵
Read 12 tweets
#Thread चलिए देशभर में मची लूट और चौकीदार की भूमिका देखते हैं.. सायकिल पर घूमने वाले बाबा के हैरतंगेज कारनामे देखते हैं कैसे 'काले धन' की फेयरी टेल में मिस्टर मोदी ने करोड़ों भारतीयों को भरमाया, 15 लाख का लॉलीपॉप थमाया और लूट का ये वक़्त कैसे आया, वो समझते हैं.. (1)

ये 2013 नवंबर में सर्दियों के दिन थे, जब उत्तराखंड समेत देशभर के मीडिया में एक खबर ने भूचाल मचा दिया था। यह खबर थी बाबा से लाला बने रामदेव के पतंजलि योगपीठ ट्रस्ट पर दर्ज किये गए 81 मुकदमों की फेहरिस्त की और उस दौर में मुख्यमंत्री थे विजय बहुगुणा। ये बहुत बड़ी खबर थी। (2)
रामदेव पर गुरु की गुमशुदगी, उत्पादों की गुणवत्ता, पतंजलि योगपीठ ट्रस्ट पर हरिद्वार में बेनामी संपत्ति, सरकारी जमीन पर कब्जा और सरकारी भूमि के दुरुपयोग के मामलों समेत 10 करोड़ से अधिक की स्टांप ड्यूटी चोरी के 52 मामले थे। सामान्य भारतीय इनमें से एक भी मामले में जेल में सड़ता। (3)
Read 23 tweets
Why are #FMCG distributors across India revolting against manufacturers?

👉If we had to simplify a fast-moving retail chain, it would look somewhat like this -FMCG > Distributors > Kirana store > You
👉And all four participants of the retail chain have a distinct role to play. But for the fast-moving consumer goods or FMCG companies like HUL, Procter & Gamble, Dabur, etc. distributors were a godsend.
👉They were responsible for getting products featured on the shelves of Kirana stores and ultimately pushing them to the customers.

However, this time-tested equation stands changed with the pandemic at play. How? Find out -
Read 3 tweets
Companies that look up to other companies in the #Retail/#FMCG Space -

Marico - Saugata Gupta loves 2 US brands and as per him they are fantastic in digital marketing - Glossier and Drunk Elephant
Dmart – CEO Navil Noronha was asked organizations that he looks up to and considers as a role model in Retail. He said Costco, Ikea, and Uniqlo. He likes the Culture, the way they think about products, assortment, simplicity, employees, partners, and business."
Dabur - Many brands that are inspirational in branding marketing/space. In the Indian space – there are great examples such as Wow, Botanica, Mamaearth, (A question that I asked on the con call)
Read 4 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
Tata Consumer

#1 - Acquired Kottaram Agro Foods Private Limited. Primarily engaged in the business of healthy breakfast cereals and millet-based snacks under the trademark 'Soulfull'

Rationale - Entering into new adjacent categories in the
food space.

More in images 👇

Had tried their range of cereals in college, (2015 in a More store in Manipal, so have to say their distribution is good. Even recently have seen their products everywhere from Godrej Nature's basket to Dmart)

The taste was damn good and the cereal type was quite niche
#2 - Y'day in Starbucks saw that they are selling Sampann range of products (Poha etc) in Starbucks (in addition to the other food products such as Pastries, Puffs, etc)

That makes sense - promote their brands at their outlets

#FMCG #Scuttlebutt

Disclosure - no reco
Read 4 tweets
#FMCG: Safety is augmenting the growth!

#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!

@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor

🧵 ImageImage
1/ #HUL

-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.

-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.
-Foods portfolio will support a diet providing a max of 5g of salt intake a day by 2022.

-In packaged icecream,95% of products will contain no more than 22g of total sugar and 250 Kcal per serving by 2025.
Read 8 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
Adani enterprises
Read 53 tweets
Hello Traders, Below is our trade plan for upcoming week. It will be a buy & hold portfolio with time frame of 30 trading sessions #NIFTY #BANKNIFTY #fmcg #INFY #TCS #GranulesIndia #Bayercorp #SBIcard #Cipla #tataconsumer #Alltimehigh #Dhoni #DhoniRetires #ThalaDhoni #CSK Image
Below is the link to chart where we have tried explaining the idea behind buy on Granules #Granules #API #momentuminvesting #alltimehigh #ATH…
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #TataConsumer #fmcg #Nifty #banknifty…
Read 9 tweets
Hello Traders, Below is our trade plan for upcoming week #NIFTY #BANKNIFTY #RELIANCE #INDIANCHEMICALS #TRADING #FNO #SENSEX #relianceagms2020 #FMCG Image
The list of stocks mentioned in the above list have recently crossed their All Time High #ATH #Momentum #Chemicals #Agrochem #FMCG #Telecom
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #Tataglobal #Tataconsumer #FMCG #Breakout #Momentum…
Read 8 tweets
Lots of talk about ITC.. people comparing ITC margins with HUL and other FMCG cos.. here are my thoughts.. thread #1/n
First lets look at ITC 10 year fundamentals.. No way its anything less any other good performing co.. It has continually generated good cash..
This is HUL

Compounded Sales Growth
10 Years:6.75%
5 Years:6.10%
3 Years:6.89%

Compounded Profit Growth
10 Years:9.64%
5 Years:11.54%
3 Years:14.11%
Read 11 tweets
Marico CMP 337
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity

👍H2 FY20 would see better volume growth due to price cuts
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Building/Expanding new biz such as food franchise, skin care, male grooming range & serums
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
Read 5 tweets

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