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    Which companies are best placed to ride out the slowdown in consumption?

    Anubhav Sahu
    May 20, 2019 / 09:40 AM IST
    Which companies are best placed to ride out the slowdown in consumption?

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    PRO Only Highlights
    -      Quarterly performance largely backed by improved realisations
    -      Medium-term triggers China plus and protectionist measures for tyre industry
    -      Valuations not inexpensive; but improved medium-term outlook

    Highlights:

    - Rural FMCG demand has crumbled following weakness in durables

    - Rural demand narrowed from 1.3 to 1.1 times of urban demand

    - Competitive intensity high for insecticides and beverages

    - Companies with better urban skew and direct reach stand to benefit

    - Investment behind innovations and brands may reap dividends

    -------------------------------------------------

    In the December quarter, performance of the consumer staples business was very different from the sharp slowdown seen in the consumer discretionary space. Consumer discretionary demand was weighed down by a sudden drop in credit

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