New Delhi, Sept. 2 -- As we gear up for the 2026 festive season, the expected pickup in consumer spending could open up potential opportunities for investors to explore across sectors.

The September 2026 Monthly Outlook report by Bajaj Broking Prive Research highlighted sectors based on their sensitivity to festive demand, ranging from very high to low.

Here's what the research report says about these sectors and what the festive season could mean for the markets.

Consumer durables and retail have very high festive sensitivity, followed by automobiles and private banks or NBFCs, which are rated high.

Hospitality has medium-high sensitivity, while FMCG is rated medium. However, IT services have low festive sensitivity.

"Sectors with h...