Reckitt and Mondelez Eye India Growth
Reckitt and Mondelez International told investors at a recent Consumer Analyst Group of New York (CAGNY) conference that India is a key emerging market offering long-term growth potential. Reckitt reported high single-digit India growth and 14% emerging-market top-line increases in the first three quarters of 2025, while Mondelēz described India as a $1.7 billion market with plans to expand store reach, premium biscuits, innovation, and ML-driven analytics.
Key Points
- 1Report significant emerging-market growth: Reckitt reports high single‑digit India growth; 14% emerging markets top‑line gain.
- 2Highlight market potential: Mondelez calls India a $1.7B revenue market with favorable demographics and per‑capita headroom.
- 3Recommend operational scaling: both plan store expansion, premiumisation, product innovation, and ML-driven store analytics.
Scoring Rationale
Official CAGNY disclosures provide credible, actionable expansion signals; limited novelty beyond expected CPG India growth narrative.
Sources
Public references used for this report.
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