Kinerja Sektor Konsumer Kuartal III-2025

Periode Jan–Sep 2025, sektor consumer & retail menunjukkan kinerja beragam: produk kebutuhan pokok seperti CMRY, ULTJ, dan UNVR masih tumbuh, sementara barang non-esensial dan speciality retail seperti ICBP, MYOR, ACES, dan ERAL cenderung melemah.

Hal ini mencerminkan konsumen yang masih selektif akibat daya beli terbatas, dengan permintaan fokus pada kebutuhan esensial, sedangkan barang non-esensial dan premium terdampak penurunan konsumsi.

PEROLEHAN LABA BERSIH
9M25 vs 9M24 | % growth
✅Menunjukan trend teknikal bullish

Consumer Goods

  • ✅CMRY Rp1.6Tn vs Rp1.15Tn | +39%
  • ULTJ Rp974Bn vs Rp878Bn | +11%
  • ✅UNVR Rp3.34Tn vs Rp3.01Tn | +11%
  • DLTA Rp101.2Bn vs Rp101.7Bn | -0.5%
  • MLBI Rp724Bn vs Rp762Bn | -5%
  • MYOR Rp1.85Tn vs Rp2.01Tn | -8%
  • INDF Rp7.9Tn vs Rp8.8Tn | -10%
  • ICBP Rp7.1Tn vs Rp8.1Tn | -12%
  • WINE Rp32.8Bn vs Rp37.6Bn | -13%
  • UCID Rp-96Bn vs Rp233Bn | -141%

Retail Consumer

  • MIDI Rp590.7Bn vs Rp466.8Bn | +27%
  • AMRT Rp2.31Tn vs Rp2.4Tn | -4%
  • ✅RANC Rp-40.2Bn vs Rp45.8Bn | -188%

Speciality Retail

  • MAPI Rp1.37Bn vs Rp1.3Bn | +5%
  • MAPA Rp1.16Bn vs Rp1.1Bn | +5%
  • ERAA Rp785Bn vs Rp791Bn | -1%
  • LPPF Rp601Bn vs Rp622Bn | -3%
  • ACES Rp481Bn vs Rp574Bn | -16%
  • ERAL Rp125Bn vs Rp157Bn | -20%

More Info: Siminvest Instagram // Siminvest WhatsApp Channel

Copyright by ©️Sinarmas
Disclaimer on: this document is intended for information purposes only