Kitchen, Furnishing, and Pooja Needs Dominate India’s Home & Office Consumption Mix
Kitchen, Dining, and Pooja Needs dominate the Home & Office category, jointly accounting for nearly 40% of sales.
Datum Charts
Data about important topics based on our proprietary research and over 1000 third party sources.
Digital Spending Becomes Dominant as SBI Cards’ Online Share Reaches 62.5% in H1 FY26
SBI Cards’ online retail spend share has crossed 62.5% in H1 FY26, up nearly 20 percentage points in five years. The growth underscores India’s deepening digital consumption - with e-commerce, travel, and lifestyle categories now powering the majority of credit card transactions.
SBI Cards Q2 FY26 Retail Spends Hit ₹89,611 Cr; Growth Eases from FY24 Highs
SBI Cards’ retail spends rose to ₹89,611 cr in Q2 FY26, maintaining double-digit growth though moderating from FY24 highs. The trend reflects a normalization in consumer spending as India’s credit card market matures, led by higher-value purchases and resilient premium category demand.
Toothpaste Volumes Turn Negative Again After a Brief FY25 Recovery
Toothpaste volumes have re-entered negative territory in FY26, highlighting weak rural recovery and saturation in core markets. With the base flattening, future growth will depend less on penetration and more on premium segments, innovation, and distribution efficiency.
MakeMyTrip Consolidates Market Leadership as Gross Bookings Surge 6× Since FY21
MakeMyTrip’s gross bookings surged to $9.8 B in FY25, with H1 FY26 already at $5.1 B. The growth reflects India’s travel recovery, digital adoption, and rising spend on premium and international travel.
Digital Channels Account for One-Third of Lenskart’s India Sales, Highlighting Strong Omnichannel Adoption
While in-store sales account for 76% of Lenskart’s eyewear volume in India, nearly one-third of transactions now occur online, underscoring its evolution into a true omnichannel brand. Extending this digital integration globally could unlock higher margins and stronger customer engagement.
Lenskart’s Store Network Deepens in Tier-2 India While Global Expansion Gains Pace
With over 2,500 stores globally, Lenskart’s footprint reflects both India’s urban-rural depth and rising global ambition. Tier-2 India drives volume expansion, while Japan and Southeast Asia spearhead the brand’s next phase of international growth.
Lenskart’s International Operations Drive 40% of Revenue Despite Lower Volume Share
Lenskart’s India operations anchor its scale, but international markets now drive 39% of revenue and 44% of product margins, reflecting superior unit economics. This shift toward premium international growth strengthens Lenskart’s global positioning and earnings stability.
Gold Membership Scales 4× in Three Years, Powering Lenskart’s Shift Toward Recurring Revenue
Lenskart’s Gold program has scaled to 13.4 Mn members by H1 FY26, driving ₹63 Cr in subscription income. The surge highlights growing adoption of membership-led loyalty, transforming one-time eyewear buyers into recurring customers and reinforcing Lenskart’s omni-channel moat.
Majority of Lenskart Customers Purchase in the ₹2,000–₹10,000 Band, Highlighting Value-Conscious Premiumization
With 64% of transactions between ₹2,000–₹10,000, Lenskart has established itself in India’s mass-premium eyewear segment. The dual presence in budget (18%) and premium (18%) tiers shows its ability to scale across income brackets while deepening brand relevance.
Customer Frequency, Not Just Reach, Drives Lenskart’s Growth Momentum
Lenskart’s expansion is increasingly frequency-driven, reflecting the success of its subscription and loyalty ecosystem. Rising transaction intensity per user points to a maturing, retention-led growth model rather than one powered by customer acquisition alone.
PVR INOX Admissions Rebound in Sep’25 as Occupancy Climbs to 29%
PVR INOX admissions jumped to 44.5 mn in Sep’25, marking a sharp recovery from last quarter’s slump. Occupancy improved to 28.7%, its highest in a year - driven by festive releases and stronger content performance.
Ather Surpasses Ola in Market Share for the First Time as Their Growth Paths Diverge
Ola Electric’s share fell from 35% in FY24 to 13% in Sep-25, while Ather rose to 17%, signaling balanced competition. As incumbents scale and reliability becomes key, India’s E-2W market is shifting beyond early adoption toward brand parity and service-led competition.
Electric Two-Wheeler Penetration Reaches Record 7.8%, Signaling Broader Market Adoption
E-2W retail penetration has climbed from 0.6% in FY22 to 7.8% in FY26, reflecting accelerating consumer adoption and supportive policy momentum.
Household Leverage Accelerates as Credit Expansion Outpaces Income Growth
After two years of contraction, India’s per capita debt has risen >8% annually since FY22, reaching 10.8% in FY25. The surge reflects broad-based retail credit growth and rising household leverage-signaling both expanding credit inclusion and higher exposure to consumption-led borrowing.
Korea’s Beauty Boom Goes Global - Record Export Levels Ahead in 2025
K-Beauty exports are on track to hit $11.4 B in 2025, up 15.5% YoY - the highest ever. After a brief 2022 dip, Korean cosmetics have bounced back stronger, powered by skincare innovation, premium repositioning, and global consumer trust.