Musings From Deepak @ DSG Consumer Partners #24

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

It’s raining cats and dogs: Crown Vet and its all-in-one pet care bet — the-ken.com

The Ken focuses on the veterinary market but also touches on the overall opportunity in the pet category as Indians become pet parents. DSGCP recently backed Supertails who are looking to build a portfolio of services as the market evolves.

Hardware is not the business at GOQii, healthcare is: Vishal Gondal — tech.hindustantimes.com

Vishal Gondal, Founder and CEO of DSGCP portfolio co GOQii, chats with HT Tech about the smartbands, healthcare, and more.

RAW Pressery: There’s plenty of juice after fire sale — economictimes.indiatimes.com

A perspective from the ET team on the post acquisition performance of DSGCP portfolio co Raw Pressery. Anju has done a terrific job integrating the business, streamlining operations and leveraging Wingreens distribution to add value to the RAW brand. This could be a case study of how to execute a M&A playbook for #insurgentbrands. Post the acquisition DSGCP is a shareholder in Wingreens.

Mamaearth funding: Mamaearth valued at $730 million as Sofina leads $50 million funding — economictimes.indiatimes.com

This transaction is interesting for 2 reasons:

1.Continued interest in fast growing insurgent brands, and

2.Early investors Fireside, Sharrp and Stellaris each selling part of their stake.

Expect to see more exits as early stage investors in #insurgentbrands exit to later stage financial and strategic investors.

Vegan lifestyle brand Zouk raises $1.5mn in pre-series A led by Stellaris — www.business-standard.com

Having gained 50,000-plus customers with a 4x growth in the past seven months, Zouk aims to double its consumer base every six months for the next 5 years

Zomato IPO Listing: What Zomato's Bumper Debut Teaches Us — www.moneycontrol.com

Stellar debut on the NSE.