Discover and read the best of Twitter Threads about #fmcg

Most recents (13)

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 135 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
Flavours & Fragrance (F&F) Industry

A Thread 🧵

Market Dynamics:

F&F industry is highly fragmented. There are 1000+ small, medium and large-sized firms operating in the sector, both in organised and unorganised sector (ranging from MNCs and large Indian industrial houses to small-scale industrial units & local manufacturers.)
The global F&F market size was valued at US$ 29.8 billion in 2019. India is just 3% of it with 20% of the population. The Indian F&F industry is valued at approx. Rs 6,400 Cr. The current Indian fragrances market is estimated at Rs 3,200 Cr and the flavours, at Rs 3,200 Cr.
Read 20 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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