Musings From Deepak @ DSG Consumer Partners #13

All things consumer & insurgent brands. What I am currently reading, thinking about and reflecting upon.

Sweetgreen salad chain files for IPO — nypost.com

Consumers are demanding tasty, better for you, healthy and functional meals with plant based options. At DSGCP we have partnered with the market leaders in SE Asia and India, working with SaladStop and Kitchen Garden.

KKR buys $625 million stake in Vini — www.livemint.com

Great case study of an #insurgentbrand founded in 2009 to market leader within a decade. Congratulations Sequoia & Bay Capital for seeing the opportunity #india #consumer #cpg

How Impossible Foods is getting Gen Z interested in plant-based meat | Food Dive — www.fooddive.com

How Impossible Foods is engaging with young people as a key pillar in their GTM strategy.

Sequoia Capital mulls investment in D2C beauty brand Belora Cosmetics — www.vccircle.com

It is not only Sequoia. Most of the VCs are looking at and/or have developed D2C playbooks.

Interbrand’s Breakthrough Brands 2021

This is a US centric report but does capture some of the key trends and themes that are driving the growth in these brands and categories. You can download the full report here: https://bit.ly/3d53opC