Consumer Pricing Pressure: India’s big consumer brands are lining up fresh price hikes for toothpaste, home care, tyres and paints ahead of the festive season, citing higher commodity costs and Middle East tensions; Hindustan Unilever says it’s taking “calibrated” increases as crude-linked derivatives stay under pressure. Tobacco Tax Hit: ITC’s cigarette business dragged results as taxes rose, with Q1 FY27 profit down 16.2% year-on-year, while non-cigarette FMCG held up. Smaller Packs, Same Brands: With budgets tight, major food and drink makers are leaning into smaller pack sizes and new value formats (including mini cans and new pack-price tiers) to keep shoppers buying. Right to Repair: The EU’s right-to-repair deadline passed, but rollout is uneven across member states, so repair access and enforcement may vary by country. Recalls & Safety: Multiple consumer product recalls are in the mix this week, including large refrigerator and heated blanket/throw recalls tied to fire and burn risks, plus other hazardous items flagged by regulators. Cross-Border Trade: India and China reopened Nathula Pass border trade in Sikkim after a six-year pause, aiming to boost local livelihoods and entrepreneurship. AI & Consumer Tech: OpenAI says it hit 1 billion active users across its AI interfaces, signaling continued mainstream demand for consumer-facing AI. Investor-Law Deadlines: A wave of securities class-action notices continues (Hertz, Planet Fitness, Nano-X, Badger Meter, Zillow, Intuit, and others), with lead-plaintiff deadlines coming up through August and September.