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- Deepak's Musings #155: 📊 H1 2024 results of world's largest listed CPG cos in 20 charts
Deepak's Musings #155: 📊 H1 2024 results of world's largest listed CPG cos in 20 charts
👵🏻 Portfolio spotlight: Aire, normalising the use of adult diapers
Deepak Shahdadpuri
September 03, 2024
I am interested in all things consumer and insurgent brands. In my newsletter, I share what I read, think about, and reflect upon. You can follow me on Twitter at @dishahdadpuri or DSG Consumer Partners at @dsgcp.
p.s. You can click any summary link to read the full article from its source.
👨🏽💼 Nestlé leadership change
Being the CEO of a global CPG company in the current environment is tough. There has been a lot of change in the recent past.
Hein Schumacher took over as Unilever CEO in July 2023. At Mondelez, Dirk Van de Put announced his transition from the CEO role in 2024, with Tim Cofer appointed the new CEO.
These leadership changes reflect the dynamic nature of the CPG industry as companies adapt to evolving consumer preferences and market conditions.
𝛂 Is it time to rewrite the CPG playbook for Generation Alpha?
As of 31 December 2025, the largest living generation in our midst is going to be the alpha generation. As brand strategist Harish Bijoor argues in this article, not many of us understand this generation's needs, wants, desires, aspirations, and, importantly, fantasies. Change is here. And this change will require brands to adapt.
🌏 Everybody Zomato wants to rule the world India
Zomato has entered the movie-ticketing and events market by acquiring Paytm's ticketing business for INR 2,048 crore, challenging BookMyShow's dominance. This move aligns with Zomato's successful diversification strategy, though it faces challenges due to low margins and the rise of OTT platforms. Does the deal strengthen Zomato's position? What it will do is bring intense competition to BookMyShow, especially in the fast-growing live events segment. It is unclear if this will work. We will have to watch and see.
IMHO, at US$245 million, the deal is fully priced.
👵🏻 Portfolio spotlight: Aire, normalising the use of adult diapers
As CPG companies look to merge, there is a growing debate on GLP-1 drugs and healthier diets. Will the focus of their M&A move to better-for-you brands?
🥣 Can Kellanova build a meaningful business in India?
Their past performance has been middling. They need a new playbook to exploit India's consumption growth over the next decade.
I think it can and it will. The wildcard is how Kellanova evolves under Mars post-merger.
💪🏼 Functional food mantra
Top FMCG brands increasingly invest in the functional food market, recognizing the growing consumer demand for health-boosting products. These companies are expanding their portfolios to include items like protein-enriched snacks and beverages, focusing on health-conscious consumers.
🛵 BigBasket is gearing up to dive fully into the quick commerce space
BigBasket’s move, aiming to deliver groceries and essentials within a rapid 15-30 minute window, positions them to compete directly with other players in the fast-paced segment, reflecting the growing consumer demand for instant delivery services.
🐱🐶🐾 Singapore - Unleashed Pet Tech MeetUp 27 Nov 2024
DSG Consumer Partners is excited to collaborate with Nestle & Purina to bring Unleashed, its pet innovation event for startups and investors, to Singapore.
Unleased is inviting applications from Asia, Oceania, Africa and the Middle East now. To apply, click here if you are a startup or click here if you are an investor.
More details? Click here.
🐕 Pet food ecosystem collaboration to meet future growth in demand
Big Idea Ventures is collaborating with key industry players to launch an innovation program focused on the next generation of pet food. The initiative aims to drive advancements in sustainable, plant-based, and alternative protein options for pets, aligning with the growing demand for eco-friendly and health-conscious products in the pet food market.
💰 Case Study: Singapore’s Coco & Eve from bootstrapped to profitability to exit
Coco & Eve, a beauty brand founded by Emily Hamilton and her husband in 2018, rapidly grew by leveraging social media and direct-to-consumer sales. After bootstrapping the company, including selling their family home to fund global expansion, the brand achieved significant success, reaching $120 million in revenue by 2024. Recently, they sold a majority stake to Gauge Capital for $100 million.
📊 Detailed take on Q2/H1 2024 results of the world's largest listed FMCG companies in 20 key charts
Courtesy of Frederic Fernandez. There is a lot of data here, which is fantastic for a data geek like me.
🛍️ Insurgent brands meeting unmet needs of Gen Z consumers
In a rapidly evolving market, India's new-age brands are capturing the attention of Gen Z with their bold digital-first strategies and strong values like sustainability and inclusivity. These innovative brands are winning young consumers' hearts and securing funding, signalling a significant shift in the business landscape.
🛩️ September madness in Singapore
Every September, Singapore sees an influx of business and leisure travellers flying into Changi airport for a variety of events from the F1 Grand Prix to Asia’s largest PE/VC conference in SuperReturns Asia 2024, Milken Institute’s 11th Asia Summit, Fund AGMs and much more.
If you are coming to Singapore and want to meet me or the DSGCP team, please DM me.
📰 Select funding & deal news
Funding and deal news that caught my attention
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