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When 60% Price Hikes Cannot Save Margins: Marico's Copra-Driven Profitability Crisis
Marico's 60% price hikes on Parachute coconut oil what CEO called "unheard of" in FMCG still couldn't prevent 970 basis point margin erosion as copra surged 113%. Company now depends on commodity deflation, not pricing, to restore profitability.
When 60% Price Hikes Cannot Save Margins: Marico's Copra-Driven Profitability Crisis
Marico's 60% price hikes on Parachute coconut oil what CEO called "unheard of" in FMCG still couldn't prevent 970 basis point margin erosion as copra surged 113%. Company now depends on commodity deflation, not pricing, to restore profitability.
Burger King India: Demand Recovery Takes Shape After FY25 Volatility
Same-store sales growth trends show the business transitioning from post-inflation volatility to measured recovery, with early signs of stabilisation but requiring continued focus on value, digital, and operational discipline to sustain momentum.
Nike China: +25% High (2Q23) → –20% Decline (2Q25) - Recovery Turns to Correction
While recovery drove double-digit growth in 2023, increasing tariff costs, sluggish key market performance (China) and a reversal into negative growth by 2024 indicate that the next phase of growth will hinge on tighter execution, not just product cycles.
Colgate Maintains a Dominant Lead in Blinkit’s Toothpaste Market, Outpacing All Competitors Combined
Colgate commands nearly half of Blinkit’s toothpaste market (47%), ahead of Sensodyne (19%), Dabur (9%), and Patanjali (6%). Together, these four brands contribute over 80% of total sales, highlighting a highly consolidated and habit-driven oral care category.
Titan EyeCare Shows Robust Start to FY26, Though Q2 Remains Soft
Titan EyeCare’s Q2 slowdown reflects seasonal normalisation rather than structural weakness, with FY26 still tracking a stronger growth base than previous years.
Strong Festive Demand and Export Momentum Support Hyundai’s Q2 Recovery Despite Weak Domestic Volumes
Exports, festive strength, and a premium SUV mix helped stabilise Hyundai’s Q2 performance, even as domestic volumes softened and Pune-plant costs loom.
Lemon Tree Delivers Its Strongest Q2 Ever, Though Growth Momentum Moderates
Lemon Tree posts its strongest Q2 ever, signalling a structurally higher revenue base even as YoY growth normalises to single digits.
Domestic Volumes Recover Gradually, Reaching Their Strongest Levels in FY26 For Marico
Marico’s move from low single-digit to 7–9% domestic volume growth marks a clear inflection, driven by rural revival, portfolio strengthening, and improving category dynamics.
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
The Korean Wave in India: K-Dramas to K-Beauty, A Cultural Surge
The Korean Wave in India is no longer just a pop culture trend - it’s a full-blown movement reshaping consumer behavior, especially in beauty.
The Power of Few: How Just 18% of Brands Drive 80% of Blinkit's Sales
A closer look at how a small fraction of brands and categories drive the majority of Blinkit's revenue, highlighting key patterns in customer spending
Mobile Connections in India Grew Marginally in 2023
After a decline of 1.4% in 2022, number of mobile connection grew by 1.4% in 2023 to reach 1,158.5 million
India Foldable Smartphone Sales Set to Top 1 Million in 2024
The foldable smartphone market is gaining momentum in India, with several companies launching their latest devices in the country.
The number of mobile subscribers in India has saturated
After crossing the landmark of 1 billion mobile connections in 2015, the Indian market is near is peaking around 1.143 billion connections as of March 2023.
Online Retail Sales in Australia to Reach $64 Billion by 2028
Online Retail in Australia is Expected to Grow at CAGR 8.7% from 2023-28 to Reach $64.1 Billion
Global Online Population Forecast 2023-28
Key Findings of Datum’s Global Online Population Forecast 2023 -28
India Foldable Smartphone Sales Set to Top 1 Million in 2024
The foldable smartphone market is gaining momentum in India, with several companies launching their latest devices in the country.
Consumers Wary of Processed Food and Drink
Clear communication will become necessary to help consumers make informed decisions about how processed and ultra-processed food and drink fit into their diets.
Birkenstock's Next Step: From Sandals to the Stock Market
On 13th September, Birkenstock filed for IPO . The IPO is anticipated to have a $8 billion valuation. In 2022, Birkenstock recorded revenue of around $1.3 billion, an 18% increase from the previous year.
Cleverly Crafting Packaging
The visual appeal of your product images can contribute significantly to your success, accounting for as much as 40% of the overall impact
Zomato's Slowing Growth in Food Delivery
Following Zomato's Q3 results announcement, the company's stock price experienced a sharp decline as net profits dropped more than 66% compared to the previous quarter.
Food Delivery and Dining Out Trends During Diwali 2024
Download the 2024 Diwali Food Delivery and Eating Out report to understand how Indians approach dining options during the festivities.
Zomato continues to increase market share in food delivery
One of the key factors contributing to Zomato's increased market share is its aggressive expansion strategy.
Decline in average monthly transacting customers for Zomato
For Zomato average monthly transacting users also fell from 17.4 million to 16.6 million in Q4 FY2023.
From Zudio to Burnt Toast: Trent’s Next Big Bet in Fashion Retail
Trent’s Burnt Toast is a youth-focused fashion brand positioned between Zudio and Zara, targeting Gen Z with trend-led, affordable styles. After debuting in Bengaluru, it has expanded to Pune, marking its role as Trent’s next growth pillar
Decoding India’s Mall Landscape: How Retailers Plan Their Next Wave of Expansion
India’s organised mall landscape is transforming rapidly. Drawing on Phoenix Mills and Nexus Malls’ combined portfolio of 28 malls (21.4 mn sq. ft.), this report decodes how metros and Tier-2/3 cities are emerging as the next retail growth hubs.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
Shopping in Indian Shopping Malls to Reach $39 Bn by 2028
The growth is being driven by several factors, including the rise of the middle class, increasing disposable income, and the growing preference for organized retail formats.
Editors' Picks
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
The Korean Wave in India: K-Dramas to K-Beauty, A Cultural Surge
The Korean Wave in India is no longer just a pop culture trend - it’s a full-blown movement reshaping consumer behavior, especially in beauty.