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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.
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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.
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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.