Gen Z forces FMCG giants Marico, Nestle, Orkla to rewire portfolios around health and digital-first buys
Indian FMCG majors are reshaping M&A, R&D and brand strategy around Gen Z and millennials, who now drive ~35% of consumption spending. Marico's ₹800 crore bets, Nestle's premium plays and Orkla's MTR refresh signal a decisive pivot to healthier, label-transparent, digital-native products.
What happened
Indian FMCG majors including Marico, Nestle India and Orkla are reshaping portfolios, M&A and R&D around Gen Z and millennial consumers, who drive ~35% of
Key facts
- ₹800 crore
- 35% of consumption spending
Why this matters
Hunt acquisition targets in healthier, label-transparent, D2C-native categories before incumbent multiples reprice on this Gen Z-driven consumption shift.