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1、KPMG.Make the Difference.Winning Indias consumer decade: 2026The precision-led GTM blueprintfor CXOsWinning Indias consumer decade:2Table of contentsExecutive view3The inflexion point:How Indias consumer market behaves5I.The new consumer logic:Whats shaping demand7II.The channel shift:Convergence,co

2、mpetition and new power centres11III.The multi-dimensional pressure trap:Why leaders must respond15IV.Precision-led GTM:The new leadership blueprint18V.The CEO agenda:What to do in the next 6-24 months25Why KPMG in India?31Winning Indias consumer decade:3Executive viewWinning Indias consumer decade:

3、4Indias consumer market has reached an inflexion point where growth requires greater precision.As demand fragments,channels converge and expectations surge,winning the next decade requires CXOs to redesign their go-to-market models for precision,speed and experience at a micro-market level.Why this

4、matters nowChannels are converging,power is shiftingIndias rapid adoption of quick commerce and hybrid retail formats is compressing delivery timelines and redefining competitive advantage across categories.Micro-markets drive growthWinning brands design GTM strategies around micro-markets,including

5、 tailoring assortment,pricing,fulfilment and experiences to local realities.The strategic urgency is real&rising020406080100120United BreweriesNifty FMCG Components P/E Multiples(as of 09 Jan 2026,source:Dhan)ITCRadico KhaitanTata Consumer ProductsNestleGodrej Consumer ProductsBritannia IndustriesUn

6、ited SpiritsMaricoVarun BeveragesDabur IndiaHindustan UnileverColgate PalmoliveEmamiPatanjali FoodsP/E RatioIndias largest,most liquid and institutionally tracked FMCG companies are trading at structurally elevated valuations,with a median P/E of 58xiii,i.e.,2 the global consumer staples benchmarks.