Tata consumers products (TCP)
Tata global beverages renamed as TCP after merger of consumer portfolio of Tata chemicals with itself
2nd largest player in branded tea market ,330mn servings/day in 40 countries
Tata salt 1st iodized salt available in India
Tata global beverages renamed as TCP after merger of consumer portfolio of Tata chemicals with itself
2nd largest player in branded tea market ,330mn servings/day in 40 countries
Tata salt 1st iodized salt available in India
JV with
Starbucks 50:50,Starbucks store in India,1st store in 2012,more than 180 stores at present,long runway as it enters tier 2 ,3 cities ,rising price,consmptn
With PepsiCo, known as Nourishco for non carbonated drinks in India ,Tata water plus,Tata gluco plus Himalayan
Starbucks 50:50,Starbucks store in India,1st store in 2012,more than 180 stores at present,long runway as it enters tier 2 ,3 cities ,rising price,consmptn
With PepsiCo, known as Nourishco for non carbonated drinks in India ,Tata water plus,Tata gluco plus Himalayan
Leadership
N chandrasekaran - Chairman
Sunil D'souza - MD & CEO ,Past MD whirlpool India,also worked for 15 years at PepsiCo
Under N Chandra company has sold loss making units in Russia,Sri Lanka,better capital allocation,more focus on growth
N chandrasekaran - Chairman
Sunil D'souza - MD & CEO ,Past MD whirlpool India,also worked for 15 years at PepsiCo
Under N Chandra company has sold loss making units in Russia,Sri Lanka,better capital allocation,more focus on growth
Iconic brands
Tata tea
Tetley
Tata salt
Eight O clock
Himalayan
Tata Sampann
@TataSaltLite @tetleyuk
Tata tea
Tetley
Tata salt
Eight O clock
Himalayan
Tata Sampann
@TataSaltLite @tetleyuk
Tata tea
#1 in category by volume
#2 by value in India
#2 most trusted brands in hot beverages In india
1 in 3 households in India consume tata tea brand
New brands - Tata tea gold mix ,elaichi,Agni ,tata tea lite low sugar variant
#1 in category by volume
#2 by value in India
#2 most trusted brands in hot beverages In india
1 in 3 households in India consume tata tea brand
New brands - Tata tea gold mix ,elaichi,Agni ,tata tea lite low sugar variant
Tata salt
India's first packaged iodized salt
#1 most trusted food brand ,market leader in India
161 million households served
Sawaal kijiye apne namak se campaign
2 new manufacturing facilities started
India's first packaged iodized salt
#1 most trusted food brand ,market leader in India
161 million households served
Sawaal kijiye apne namak se campaign
2 new manufacturing facilities started
Tetley
45 million servings served per day in 40 diff countries around the world
#1 in Canada ,,#3 in UK
Launched new brands in UK,Rest of Europe,USA,Australia, India,Poland
45 million servings served per day in 40 diff countries around the world
#1 in Canada ,,#3 in UK
Launched new brands in UK,Rest of Europe,USA,Australia, India,Poland
Eight O clock coffee
#4 roast & ground coffee brand in USA
Ecomm revenue grew 60%
Extended Barista blend lines
Launched early riser in the USA
1st year revenue from Barista blends & Flavours of America - $3million
#4 roast & ground coffee brand in USA
Ecomm revenue grew 60%
Extended Barista blend lines
Launched early riser in the USA
1st year revenue from Barista blends & Flavours of America - $3million
Tea pigs
#1 super premium brand position in the UK ,67%market share
Himalayan
#1 natural mineral water brand in India
Captive aquifer at the foothills of the Himalayas
Tata Nx - Zero sugar collaborated with amazon in a unique campaign
#1 super premium brand position in the UK ,67%market share
Himalayan
#1 natural mineral water brand in India
Captive aquifer at the foothills of the Himalayas
Tata Nx - Zero sugar collaborated with amazon in a unique campaign
Tata Sampann
Only national brand in pulses
Crafted by celebrity chef sanjeev kapoor
Launched high fiber white & red poha(beaten rice)
Only brand to sell spices with natural oils retained
Good earth Ayurveda - new sub segment in the growing herbal space,launched lime & mint
Only national brand in pulses
Crafted by celebrity chef sanjeev kapoor
Launched high fiber white & red poha(beaten rice)
Only brand to sell spices with natural oils retained
Good earth Ayurveda - new sub segment in the growing herbal space,launched lime & mint
Cons TCP
Poor capital allocation in the past
Vulnerability to bulk tea prices
Competition intensity is high in branded coffee market
Decreasing popularity of black tea
Low revenue CAGR ,ROE in the past
Numbers from Starbuck are yet to meaningfully contribute
Poor capital allocation in the past
Vulnerability to bulk tea prices
Competition intensity is high in branded coffee market
Decreasing popularity of black tea
Low revenue CAGR ,ROE in the past
Numbers from Starbuck are yet to meaningfully contribute
Stock had a good run from 250 to 450
Cool off is warranted
@TataConsumer #StockMarket #Nifty #stocks #StockMarket @NSEIndia @BSEIndia #Index #TataConsumer #tatachemicals #TATACOFFEE
Cool off is warranted
@TataConsumer #StockMarket #Nifty #stocks #StockMarket @NSEIndia @BSEIndia #Index #TataConsumer #tatachemicals #TATACOFFEE
