GOLDMAN SACHS VIEW ON CONSUMERS
Catalysts In Place For A Growth Revival
Consumption Has Lagged GDP Growth In The Past Few Years Due To Multiple Headwinds
Catalysts In Place For Revival In FY26: Tax Cut, Lower Food Inflation, Lower Interest Rates
Pay Commission, Key State Elections Could Add Further Tailwind In FY27
Lower Input Costs To Aid Margin Expansion In FY26 For Many Cos
Rising Tide Will Raise All Boats, But We Prefer Companies With Bottom Up Drivers
Preferred Stocks With Bottom Up Drivers Are Godrej Cons, Tata Cons, Marico, Titan, Trent & Pidilite
Catalysts In Place For A Growth Revival
Consumption Has Lagged GDP Growth In The Past Few Years Due To Multiple Headwinds
Catalysts In Place For Revival In FY26: Tax Cut, Lower Food Inflation, Lower Interest Rates
Pay Commission, Key State Elections Could Add Further Tailwind In FY27
Lower Input Costs To Aid Margin Expansion In FY26 For Many Cos
Rising Tide Will Raise All Boats, But We Prefer Companies With Bottom Up Drivers
Preferred Stocks With Bottom Up Drivers Are Godrej Cons, Tata Cons, Marico, Titan, Trent & Pidilite
You
should Trade Less But Trade Accurately & this is Achieved with our Tip.
