DSGCP Deepak's Musings #113: The Next Decade Is India's

June 27, 2023

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.

šŸ’ŠšŸ’Š Portfolio Update: Youvit is innovating with new product formats after expanding significantly in the Malaysian market

DSG Consumer Partners first invested in Youvit pre-revenue in 2017 with the aim of building the regionā€™s leading halal-certified supplement brand. After successfully rolling out in Indonesia, Youvit is now making very strong progress in Malaysia.

Indonesiaā€™s Youvit on a roll in wake of US$6 mn Unilever-led funding boost

Youvit is focused on positioning itself as a major South East Asian brand targeting middle-income consumers

šŸ‘¶šŸ¼šŸ‘¶šŸ¼ Portfolio Update: Baby food brand Piccolo announces a brand refresh, a pipeline of new NPD and sustainable packaging initiatives

The brand refresh was aimed at empowering the next generation of parents to choose a brand they can feel good about. It set out to challenge misinformation surrounding the nutritional benefits of babiesā€™ and kidsā€™ food, offering support and guidance for parents.

Piccolo champions nutritional credentials in brand refresh

It has redeveloped its existing recipes, adding 'super ingredients' such as acerola cherry and flaxseed oil

POV: Where CPG startups find funding when investment dries up

Very interesting article in the latest issue of UKā€™s The Grocer on the funding environment in Europe for insurgent food and beverage CPG brands.

Rising inflation rates and a cost of living crisis are scaring investors off food and drink challengers

VC funds are retreating from the consumer space in previously buoyant categories like plant-based as the cost of living rises and disposable income shrinks

šŸ„šŸ„ An interesting experiment on brand building from one of Singapore's leading bakery chains

Singaporeā€™s Tiong Bahru Bakery has launched its latest hand wash inspired by its signature Kouign Amann pastry and brought back its first-ever handwash, the Brioche NĀ°1. What do we think? A witty way to build the brand? Will it work? Are there any of your favourite foods you want to smell like so that we can make a body wash or shampoo?

Smell like butter: Tiong Bahru Bakery launches Kouign Amann hand wash

If you like the signature bake, you can smell like them too!

šŸ·šŸ· Portfolio Update: Rajeev Samant CEO Sula Wines speaks to CNBC on the companyā€™s plans for its hospitality business šŸ·šŸ·

Samant highlighted that Sula Vineyards perceives the hospitality segment as a supplementary component of their primary focus on wine production ā€” with winemaking their area of prime expertise.

ā³ā³ Building brands takes time

Three great case studies on building brands sustainably, slowly and brick-by-brick.

The Opposite Of Overnight Success: How U Beauty, NĆ©cessaire And Shani Darden Skin Care Are Carefully Becoming Powerhouses

Previously, it seemed like every brand wanted to be a unicorn. Now, it appears they want to be more like hardy, slow-growing quahog clams.

HULā€™s Sanjiv Mehta talks to ET about why the next decade is Indiaā€™s

The consumption story in India is just unfolding and HUL, like all CPG companies, is extremely well poised to harness the opportunities that will come their way.

Consumption story unfolding, this decade & beyond is India's: Sanjiv Mehta

Under Mehta, India's biggest consumer-goods company crossed the '50,000-crore turnover mark, and its market capitalisation expanded more than four times - from $17 billion to $75 billion. "The first two decades of this century were China's, then this decade and beyond will be India's.

Unilever: Is a breakup on the cards?

Bloomberg ran a story yesterday on the challenges facing Unileverā€™s new CEO Hein Schumacher. A must-read for anyone tracking the CPG landscape.

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