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LG, Haier and Godrej split online and store assortments to curb discount conflict

Our read

India’s appliance market will replace visible online-offline price wars with opaque SKU, warranty and bundle differentiation, protecting dealer margins but making comparison shopping harder.

For operators

Retail operators should expect appliance brands to use exclusive sizes, features and warranty terms to reduce direct online price comparisons and preserve store-led selling economics.

Watch

Growth in channel-exclusive appliance SKU counts and model-number proliferation during festive-season launches.

The report,

Indian appliance brands LG, Haier, Godrej and Hisense are differentiating online and offline models, features and warranties to curb dealer conflict over e-commerce discounting as digital channels gain share in TVs, microwaves, ACs, washing machines and refrigerators.

Channel facts

From the report. Source details below

LG offers 1-2 additional years of TV warranty in stores versus 1 year online
Haier dealer network: over 35,000 stores
E-commerce share: 40-45% of television and microwave sales
E-commerce share: up to 22% of AC and washing-machine sales
Godrej online refrigerators: 500 litres; store models: 600 litres
Godrej online washing machines: 7 kg; store models: 8 kg
Online share of industry sales: ACs 18%, washing machines 22%, refrigerators 15-16%

What it means for online and offline

Strategic buyers should value appliance brands and retailers with proprietary channel assortments, dealer relationships and data capabilities that support controlled omnichannel pricing.

Signals to track

  • Warranty duration, installation inclusion and service turnaround becoming explicit channel-level differentiators.
  • Dealer complaints about online equivalents, gray-market diversion or unmet margin-protection commitments.
  • Marketplace share gains in refrigerators, washing machines and televisions above key premium price thresholds.
  • Rising use of bank cashback, exchange bonuses and bundled extended warranties versus outright price discounts.
  • Consumer-protection scrutiny or complaints over materially similar products carrying different warranties or specifications.

Likely next moves

Our read of what comes next — analysis, not reported by the source.

  • Brands will create online-only entry and mid-tier variants while reserving larger capacities, premium finishes, installation support and longer warranties for stores.
  • Retail chains and dealer groups will demand geographically protected SKUs, minimum advertised price enforcement and compensation for online-led price gaps.
  • Marketplaces will promote exclusive launches, bank-funded EMIs, exchange offers and bundled protection plans to preserve value perception without directly matching store models.
  • Comparison sites, influencers and consumer forums will increasingly identify equivalent cross-channel models, making spec-level differentiation more important than cosmetic SKU changes.
  • Brands will invest in serial-number, warranty and service-data controls to prevent unauthorized cross-channel resale and dealer arbitrage.

The counter-case

The case against this reading — not reported by the source.

Channel-exclusive assortments may reduce direct price matching, but they can also fragment demand, confuse consumers and create service complexity. Dealers may still compare near-identical models online, while shoppers may view offline-only warranties or larger capacities as artificial restrictions and shift purchases online anyway. The strategy could protect margins temporarily without addressing the underlying gap in online versus store cost structures and discount funding.

The source

Source Read the source at ET Small Business

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