Musings From Deepak @ DSG Consumer Partners #15

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

There are many trends driving this change in consumer behaviour but one thing is clear: we are going to see more demand for plant based proteins as consumers moderate and reduce their consumption of animal based products. DSGCP's portfolio cos Growthwell, Kind Kones, Float Foods, SaladStop and Kitchen Garden are all playing their part in building the ecosystem to meet this demand.

Continued interest in the Indian craft beer category with Bira looking to raise $100m after raising $30m in Jan.

As an entrepreneur, you're juggling many things. Creating access to a network of advisors creates the ability to simply point the entrepreneur in the right direction that can have a meaningful impact.

I wouldn't be surprised to see similar caps in some parts of Asia given the rates being charged and the conditions being imposed by the delivery players. In India we are seeing a new generation of 3PL companies servicing the needs of different merchants.

As VCs focus on sustainability, there is growing interesting in alternatives to single use plastics.

Krispy Kreme is looking to raise $640 million in an initial public offering.

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