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.
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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.
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.
Relaxo’s Realisations Hold Steady, but Pricing Tailwinds Have Ended
Relaxo’s realisations have plateaued, with YoY growth slipping into negative territory as GST transition effects and mix softness dilute pricing gains. A recovery will hinge on stronger volumes and a shift toward higher-value segments.
VIP’s Growth Stalls as Product-Market Mismatch and Inventory Stress Trigger a Structural Slowdown
Excess soft-luggage inventory, underutilised Bangladesh capacity, and discount-driven clearance compressed margins and stalled growth.
Manyavar’s Expansion Slows as the Network Enters a Consolidation Phase
Manyavar’s once rapid expansion has flattened, with only 2 net store additions in FY25 and a decline of 7 stores in H1FY26. The brand is now shifting from footprint-led growth to a productivity- and optimisation-led strategy as the ethnic-wear market matures.
Barbeque Nation Adds Stores but Per-Store Revenue Remains Flat
Barbeque Nation continues to add stores, but per-restaurant revenue has plateaued, indicating a shift toward footprint-driven growth and softer unit-level momentum.
Carvaan Volumes Decline Sharply After FY24 Peak as the Category Normalises
After hitting peak demand in FY24, Carvaan volumes have sharply corrected, reflecting category maturation and the fading of one-time adoption and gifting-led surges.
Page Industries Returns to Positive Volume Growth After FY23 Decline
After a deep FY23 reset, Page Industries’ core Jockey franchise has stabilised, driving consistent mid-single-digit volume recovery, supported by normalised inventory and steady traction across innerwear, athleisure, and Speedo swimwear.