Deepak's Musings #118: Premiumisation, convergence of health and beauty, ESG and other trends shaping CPG

September 04, 2023

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All things consumer & insurgent brands. What I am currently reading, thinking about, and reflecting upon. You can follow me on Twitter at @dishahdadpuri or follow DSGCP at @dsgcp.

The Forbes Asia 100 To Watch List 2023

We are thrilled to share that two DSGCP portfolio companies, Saturdays and Coolmate, have been recognized on Forbes Asia 100 To Watch 2023 list! 🌟🚀

Forbes Asia 100 To Watch 2023

A drought in global venture capital activity has not deterred startups across Asia from breaking new ground. This year’s Forbes Asia 100 to Watch list spotlights small companies and startups across the region that are targeting underserved markets or applying new technologies.

Portfolio update: Growthwell to launch HAPPIEE! brand in the UK at Tesco & Ocado 🇬🇧🇬🇧

DSGCP portfolio company Growthwell is looking to meet the UK’s demand for plant-based seafood products with the launch of its HAPPIEE! brand at leading grocers Tesco and Ocado. I met founder and CEO Justin last week who just returned from his trip to Europe where he met leading grocers and distributors. The feedback on the product has been very encouraging and I am excited to see how a Singapore-based brand does with British consumers.

Singapore's HAPPIEE! Launches Vegan Shrimp & Squid With British Retailers Tesco and Ocado

Singaporean plant-based brand HAPPIEE! has secured listings Ocado and Tesco to introduce its vegan frozen seafood range to the UK.

Fewer vegans and vegetarians in the USA 🇺🇸 ??

I wasn’t expecting to see this!

The Number of US Vegans Hits 10-Year Low, Shows Gallup Poll

Only 1% of people in the US identify as vegans – down from 3% in 2018 and 2% in 2012 – according to a new Gallup poll.

Premiumisation, convergence of health and beauty, ESG and other trends shaping CPG

A wide-ranging conversation with CPG veteran Bart Becht, who was CEO at Reckitt till 2011.

Bansk Group’s Bart Becht Makes The Business Case For ESG In CPG

Talking about ESG in an expansive interview, Bansk Group's Bart Becht says, "It’s a business discussion rather than a political discussion."

What is the role of the D2C model in the channel strategy? A McKinsey POV

The direct-to-customer edge: Increasing shareholder value through business building

Building a direct-to-customer (D2C) channel can generate substantial value, but only when planned carefully, managed well, and focused on the customer.

Big CPG continue to expand their snack portfolio

This time is Campbell, who just reported that its snacks business posted a 9% rise in fourth-quarter organic sales, while meals and beverages rose only 1%.

Campbell Soup’s move into snacks boosts sales amid flat results in soups and meals

The manufacturer of Goldfish and its namesake soups is aiming to accelerate growth through its purchase of Sovos Brands, the maker of fast-growing Rao’s sauces, for $2.7 billion.

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