Consumer Stocks Expected to Strengthen in Q1 2026: Recommendations

Festive events, such as the Lunar New Year, Ramadan, and Lebaran, in the first quarter of 2026 promise to serve as seasonal catalysts for consumer sector issuers in Indonesia. Analysts believe that companies like PT Indofood CBP Sukses Makmur Tbk, PT Sumber Alfaria Trijaya Tbk, PT Mayora Indah Tbk, and PT Cisarua Mountain Dairy Tbk will benefit from the anticipated rise in household consumption. The increase in the average minimum wage could also support consumers’ purchasing power. However, experts caution against several risks, including commodity price fluctuations, rupiah instability, and potential dips in purchasing power once the festive period concludes.