Trust-Led Reset in Eggs Category
Brand Leadership Compressed Sharply Post Trust Shock on Blinkit
Datum Intelligence
Introducing Datum Reports: Deep Dive Research on India's High-Growth Companies
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Protein-Led Demand Is Reshaping Blinkit's Peanut Butter Category
Blinkit’s peanut butter category is already consolidated. Pintola and MyFitness together control ~73% of sales, showing how quick commerce rapidly rewards scale, recall, and price-pack efficiency over assortment breadth.
Blinkit Data Shows Why Popcorn Has Become a Two-Brand Category
Blinkit’s popcorn category has rapidly consolidated into a two-brand market, with 4700BC and Act II controlling ~99% of sales, leaving virtually no competitive long tail.
The Korean Noodle Takeover: How Blinkit Data Reveals India's Fastest Food Trend
Korean noodles now account for 34% of Blinkit's noodle sales in top Indian cities with Tier-2 markets outpacing metros. Quick commerce isn't just faster delivery; it's a cultural accelerant reshaping what Indians eat, buy, and aspire to.
Blinkit’s Protein Category Shows Sharp Premiumisation and High Loyalty
Three brands control 57% of Blinkit's protein sales. In quick commerce, trust and efficacy trump discovery. When speed meets high-stakes nutrition, brand credibility becomes everything.
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.
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.
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.
V2 Retail Shows Resilient PSF Despite Seasonal Normalisation
V2 Retail’s PSF remains stable even in softer quarters, underscoring a resilient value-fashion consumer and strong store-level unit economics.
ABFRL Delivers Strong Q2 Growth Driven by Festive Tailwinds and Portfolio Expansion
ABFRL posted a strong 13% revenue uplift in Q2, powered by festive-led demand and broad-based momentum across segments.
Relaxo’s Growth Remains Under Pressure as Mass-Market Weakness and GST Transition Weigh on Volumes
Relaxo’s volumes have steadied, but GST disruption and mass-market weakness keep growth soft. Normalisation and distribution gains should support a gradual rebound.