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.
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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.