Musings From Deepak @ DSG Consumer Partners #102

March 01, 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.

5 DSG Consumer Partners portfolio companies in Inc42 Media’s list of 65 “D2C” Brands That Are Disrupting India's Consumer Market

Why “D2C” in “” “”? Well, many of the brands on list are not strictly D2C. They are available across traditional retail channels and that is a great thing. So treat it as a list of consumer #insurgentbrands. The DSGCP companies on the list are: 1.Chai Point 2.The Moms Co3.Power Gummies4.Wingreens (A portfolio co by its acquisition of RAW Pressery)5.82°EHuge congratulations to all 65 companies and their founders. Keep building. We are just getting started. #india #founders #consumer #cpg

65 D2C Brands That Are Disrupting India's Consumer Market

India’s direct-to-consumer (D2C) market, which is likely to reach a size of $100 Bn by 2025, has grown exponentially in the last few years

Top 20 Best Consumer Goods Companies in India 2023

Will we see an #insurgentbrand make this list in the next decade?

#india #consumer #cpg

Top 20 Best Consumer Goods Companies In India 2023 - Inventiva

India is one of the fastest-growing economies in the world, and the consumer goods industry is a significant contributor to its growth. The Indian consumer

The need to innovate: This is what General Mills has been doing

Innovation is very hard. We all know that. Large CPG companies have multiple strategies from in-house innovation labs to investing in VC funds to co-investing to acquiring brands and lots more. This is a great read on what General Mills has tried, what has worked, and what has not.

Bottom line: Large CPGs need to innovate but it is not easy! AND #insurgentbrands are coming after them.

Weeks After Announcing Pre-Sale, General Mills Discontinues Alt-Dairy Brand

General Mills has discontinued with immediate effect its animal-free cream cheese brand Bold Cultr, just weeks after expanding its distribution and opening for online pre-orders nationwide.

Will sleep be the next large wellness category?

I am seeing so many business plans focused on sleep as one of the core pillars of wellness from mattresses, supplements, invasive and non-invasive devices, coaching and lots more. I am watching closely given my Whoop tells me I never get enough sleep.

Health Optimization Fuels Sleep Tourism

Better beds, calmer vibes.

Challenging short-term outlook for Indian consumer companies

With consumer sentiment in India weakening, #insurgentbrands must focus on margins and costs in the short term. The long-term opportunity is still very much intact. At DSGCP, we have focused primarily on the premium category where we have less price inelasticity and can increase prices. Yes, we have seen declines in volume growth but have managed to keep margins intact and grow value.

Consumer demand to stay low, tough times ahead for Indian startups - ET Retail

Consumer Demand Indian Startups: Consumer perception of the general economic condition continues to be pessimistic as per the Reserve Bank of India's Consumer Confidence Survey of January 2023, where more than 50% of consumers reported it to have worsened.

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