Cosmo Films - Diffentiated player in commodity business

Stock Opportunities Untested - but worth a good look
112

From the article:

  1. Sachet and small packs of biscuits, photo wafers, savouries, shampoos and several such items help drive sales.
  2. While the small packs enhance the affordability of various goods, contributes significantly to plastic pollution
  3. Govt embarks to cut the consumption of single-use plastics on the 150th birth anniversary of Mahatma Gandhi
  4. 60% for biscuits and 80% for potato chips - comes from packs priced below ₹10
  5. Companies need the change package sizes and switch to eco-friendly and recyclable packages

Seems like this can hit hard the packaging companies and FMCG companies. Any thoughts?

2 Likes