Musings From Deepak @ DSG Consumer Partners #104

India is one of the largest and fastest-growing consumer markets

“We are working on growing businesses all over the world, but India is one of our largest and fastest-growing markets with decades of growth”- Joshua Kobza, global chief executive of US-based Restaurant Brands International that owns Burger King.

DSGCP is an investor in Burger King India since funding via our first fund.

How Britannia is localising the croissant for the Indian consumer

Business Today does a deep dive into Britannia and how it is looking for new categories to diversify away from biscuits. What is very interesting is Britannia talking about the dairy category, a category where they have never succeeded. But with a brand new end-to-end plant, it will be interesting to see if they can extend the brand. Varun Berry says they will only focus on value-add categories like greek yogurt and mishti doi, the very category that DSGC portfolio company Epigamia created and grew.

Krispy Kreme case study: Why not all brands can extend into CPG category

Krispy Kreme launched into the CPG category in 2020. After 2 years, they will shut the CPG plant in May and exit the category.

A new fund exclusively focused on women’s health and sexual wellness startups

Women's health and sexual wellness is one of the themes we have been focused on since launch, and first invested in this category when we backed Ramblin Brands, the company behind Smile Makers. Our more recent investment in Singapore-based Moom is also focused on the women's health theme focused from a women's journey from puberty to post-menopause.

Kellogg's snack business to be called Kellanova

Not often do you see a company rebrand (and in this case spin-off) at the holding level? You can read the stated basis for the split, which when announced in July 2022 was meant to be a split into three businesses, the third being their plant-protein business, which is now being retained in the holding co.