Consumer stocks brace for 2026 upswing



BIMB Research said it expects the food and beverage segment to remain a defensive earnings anchor this year.

PETALING JAYA: The consumer sector is expected to deliver steady, sustainable growth in 2026, underpinned by resilient domestic demand, a stable labour market, and sustained tourism activity, according to BIMB Research.

“While policy-driven income support measures introduced in 2025 are expected to normalise, we believe underlying consumption remains intact, supported by structurally higher wage bases, containing inflation, and steady employment conditions.

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