Musings From Deepak @ DSG Consumer Partners #20

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

The Indian D2C Brands Tracker: 100+ D2C Brands Database With Investors, Funding And More — inc42.com

Not comprehensive but still a very useful tracker featuring 100+ D2C brands across 10 key data points and covers each brand’s operational and financial performances. Can you find the DSGCP portfolio companies?

PODCAST: ‘Respect the results’- Marvelous Foods’ Co-Founder on premiumising plant-based dairy in China — www.foodnavigator-asia.com

What can China teach us about the potential evolution of the plant-based dairy category in SE Asia and India? DSGCP portfolio brand Epigamia is the leader in India.

Consumer preferences driving brands to go green - The Financial Express — www.financialexpress.com

Sustainable steps being taken as eco-friendly scores big with millennials

Fireside Ventures' Vinay Singh on the trend of Indian startups rolling up online brands | KrASIA — kr-asia.com

With so many Thrasio-of-India (10Club, Upscalio, Mensa, etc) platforms being funded, how will these new acquirers/funders adopt a playbook that can work in India?

Reinventing tempeh: Singapore’s Angie’s Tempeh outlines R&D and retail ambitions on back of funding boost — www.foodnavigator-asia.com

I tasted Angie's products last week. Both the classic tempeh made from Soya and the novel chickpea tempeh were great. Question - how big is the tempeh market in SE Asia and how large can it be? A startup to watch.

Why Ocado’s Tim Steiner isn’t rattled by new ultrafast delivery players | Comment & Opinion | The Grocer — www.thegrocer.co.uk

How online grocers are taking on the hyperlocals?