Consumer Sector Gains Momentum as Confidence Grows

Rising Consumer Confidence Boosts Sector Outlook

The Consumer Confidence Index (CCI) reached 121.2 in October 2025, marking a significant increase from 115.0 in the previous month ¹

. This surge is expected to positively impact consumer sector stocks, with analysts recommending key players in the industry.

Key Player Performance

PT Sumber Alfaria Trijaya Tbk (AMRT)

AMRT reported a net profit of Rp 2.31 trillion for January-September 2025, a 3.49% year-on-year decrease compared to Rp 2.39 trillion in the same period last year ²

. Despite operational costs rising due to expansion, revenue from rent and fee-based services increased in 3Q25. Analysts from Maybank Sekuritas Indonesia recommend holding AMRT with a target price of Rp 2,300 ²

Source 2

https://investasi.kontan.co.id/news/cermati-rekomendasi-saham-konsumer-amrt-myor-icbp-dan-eraa-untuk-senin-2311

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PT Indofood CBP Sukses Makmur Tbk (ICBP)

ICBP remains a prominent player in the consumer sector, benefiting from increased consumer confidence. While specific financial details were not available in the sources, the overall positive consumer sentiment is expected to support ICBP's performance.

Market Outlook

The positive trend in consumer confidence is likely to continue supporting the consumer sector through the end of 2025. Investors are advised to monitor further developments in consumer confidence and sector performance.