CLSA On FMCG Shake-Up! Aditya Soman on GST Disruption, Market Share Wars & India’s Consumption Map скачать в хорошем качестве

CLSA On FMCG Shake-Up! Aditya Soman on GST Disruption, Market Share Wars & India’s Consumption Map

CLSA On FMCG Shake-Up! Aditya Soman on GST Disruption, Market Share Wars & India’s Consumption Map Live from the CITIC CLSA India Forum, CLSA’s Senior Research Analyst Aditya Soman breaks down India’s evolving consumption cycle. From GST-driven disruption in Q2 to the festive recovery, he explains why smaller and mid-tier FMCG players are gaining share, how platforms like quick commerce, D2C, and modern retail are reshaping competition, and why legacy FMCG valuations and ROEs are undergoing a structural reset. A deep dive into market share, consolidation, retail evolution, and India’s long-term consumption boom. #etnow #clsa #fmcg #consumption #gst #marketshare #marketanalysis #topnews #qsr #investment #businessnews YouTube Channel -    / @etnow   Subscribe To ET Now For Latest Updates On Stocks Market News , Business News, Company News, IPO & More | https://bit.ly/SubscribeToETNow Subscribe Now To Our Network Channels :- ET Now Swadesh:    / etnowswadesh   Times Now: http://goo.gl/U9ibPb Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC Website - https://www.etnownews.com Follow us on Google News for latest updates ET Now: https://news.google.com/publications/... Times Now Navbharat: https://bit.ly/3zDaKJo Times Now : https://bit.ly/3CyrrYg Zoom: https://bit.ly/3CEK0dv Chapters: 0:00 Introduction to the CITIC CLSA India Forum and Consumption Trends 0:30 Impact of GST Cuts on Q2 Consumption and Sales 1:00 Market Dynamics: Rise of Smaller Players in FMCG 2:00 Opportunities in Premium Consumption and Market Access 3:00 The Role of Digital Marketing in Scaling Small Brands 4:00 Market Share Shifts: Mid-Tier Companies Gaining Ground 5:00 Acquisition Trends in the FMCG Sector Post-COVID 6:00 Understanding ROE Trends in Indian Consumer Companies 7:00 Shifts in FMCG Valuation Multiples: What to Expect 8:00 The Future of Retail: Modern vs. Traditional Channels 10:00 Consumer Preferences: Choice, Convenience, and Affordability