Archive · 2 Aug 2025
Unseasonal Weather Hits FMCG Sales, Urban Demand Shows Resilience
Imagine it's summer, but it keeps raining!
That's what happened to companies selling things like drinks and ice cream.
Because of the rain, fewer people bought these items, and sales went down.
Some companies said it was hard, but they're hopeful things will get better.
However, companies noted that city shoppers are still buying stuff.
Erratic weather impacted FMCG companies in Q1 FY26, particularly in summer-focused categories.
Unseasonal rainfall affected Ready-to-Drink, beverages, and ice cream sales.
Dabur India reported a 4.4% decline in Glucose sales due to the weather.
Tata Consumer Products noted the early monsoon negatively impacted its RTD business.
FMCG companies observed sustained and gradual recovery in urban demand.
- Who
- FMCG companies, including Dabur India, Tata Consumer Products, and Hindustan Unilever.
- What
- FMCG sales were affected by unseasonal weather during Q1 FY26.
- When
- Q1 FY26 (April-June), specifically due to the early monsoon season.
- Where
- Not explicitly mentioned, but the focus is on the performance of companies.
- Why
- Unseasonal rainfall and early monsoon impacted sales of summer-centric products.
Negative Impact
Gradual Recovery
Performance
Negative Impact
Erratic weather impacted the FMCG sector during Q1, especially on summer-focused categories.
Gradual Recovery
FMCG companies observed a gradual recovery in urban demand.
- Impacted Quarter
- Q1 FY26
- Dabur Glucose Sales Decline
- 4.4%
- Tata Consumer Growth
- 7%
- HUL Ice Cream Growth
- High Single Digits (Volume-led)
