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FMCG Stocks Vs Consumption Plays: Where Should Investors Put Their Money Now? Devang Explained

FMCG Stocks Vs Consumption Plays: Where Should Investors Put Their Money Now? Devang Explained

Sakshi Batra
Sakshi Batra
  • New Delhi,
  • Jul 5, 2026,
  • Updated Jul 5, 2026, 12:00 PM IST

FMCG stocks have underperformed for years, but is a turnaround finally on the cards? Devang Mehta, Deputy MD & CIO – Equity, Spark Capital Private Wealth, shares why investors should be selective instead of buying the entire sector. He explains that while a few companies offer promising growth opportunities, discretionary consumption, manufacturing, and capital goods may provide stronger return potential than traditional FMCG names. Watch this discussion to learn which consumption themes could outperform, why stock selection matters, and how to position your portfolio for better long-term returns.