尼尔森IQ ：2026年 Q1印度快消品行业报告：应对高基数压力与全渠道变革（英文版）-三个皮匠报告

1、Confidential and proprietary 2026 Nielsen Consumer LLC.All Rights Reserved.Jan-Feb-Mar 2026Quarterly SnapshotINDIA FMCGIndia RMSNavigating High Base&Channel Shift 2026 Nielsen Consumer LLC.All Rights Reserved.2026 Nielsen Consumer LLC.All Rights Reserved.Meta groupChannelsAll India-Growth%JFM26 Vs Y

2、AValueVolumePrice3.0%0.9%2.1%Jan-Feb-Mar 26Urban India(61%)Rural India(39%)ValueVolumePrice3.2%2.2%1.0%Traditional Trade(89%)Modern Trade(11%)ValueVolumePrice2.7%-0.8%3.5%ValueVolumePrice1.3%-1.7%3.0%ValueVolumePrice17.4%22.7%-4.3%Food(61%)HPC(32%)ValueVolumePrice3.2%1.2%2.0%ValueVolumePrice2.7%0.2%

3、2.5%Pop StrataFMCG KEY HIGHLIGHTSSource:NielsenIQ,FMCG Quarterly Snapshot Q1 2026(JFM26)Growth%JFM26 Vs YAConsumption growth slower/faster than the previous quarter growth(OND25)Number in brackets shows saliencyValueVolumePrice2.2%-2.4%4.7%OTC(7%)Macro IndicatorsMacro IndicatorsFMCG OverviewChannel&

4、Market DynamicsE-comm OverviewCategory DynamicsGST 2.0Key TakeawaysHigh base impacts TT while MT leads Urban growthTraditional Trade lag,drag FMCG to single digit value growth in first quarter of 2026.Modern Trade strong grows,led by non-Metro expansion&low base.E-Commerce has reached 19%share in To

5、p 8 Metros.Q-comm drives most of E-comm growth.Price growth drop to lowest levels in last six quarters while average pack sizes improve.Rural volume declines on high base while urban grows due to Modern Trade&Metro recovery.E-commerce in Metro Cities now contribute 19%of FMCG sales 2026 Nielsen Cons

6、umer LLC.All Rights Reserved.2026 Nielsen Consumer LLC.All Rights Reserved.Macroeconomics3442/433 2026 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary4 Macro fundamentals remain stable,but consumer confidence softens,indicating near-term caution IIP moderation(4.1%)is largely t

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