Musings From Deepak @ DSG Consumer Partners #32

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

No More Baby Steps for Digital-First Open Footwear Start-up Solethreads — www.indianretailer.com

Indian Retailer ran a profile on DSGCP portfolio co Solethreads and how it is using its technologically advanced and innovative strategies to win in the open footwear category aka slippers and sandals. Gen Zs in India do not want to wear Crocs or Havaianas. They want something local and speaks to them.

Direct-to-consumer brands on funding high since 2020 - The Economic Times — economictimes.indiatimes.com

From being a niche overlooked category when DSGCP launched in 2012, #insurgentbrands are now popping up non-stop with nearly 2 online-only brands raising funds every week on average.

‘Covid boosted the adoption of digital-first consumer brands’ — www.livemint.com

One of the pioneer VCs backing #insurgentbrands, Kanwal Singh of Fireside speaks to Mint on the broader opportunity as new Indian brands take on the giants.

The decade of D2C has just begun in India

TIA looks at how #insurgentbrands are capturing market share and what the next 10 years may look like for these brands.

Zooming In The D2c Market In India - BW Businessworld — www.businessworld.in

Its been 48 hours of n on-stop D2C coverage in the Indian media. Here is another perspective from Business World

Sleep-Focused Supermoon Capital Raises $36 Million To Fund The ‘Night Market’ — www.forbes.com

Wellness is a HUGE focus area for us at DSGCP with sleep being a core anchor, hence our investment in Sleepy Cat. With tech now allowing consumers to learn about their sleep and optimise, the sector will continue to grow. Thing Oura & Whoop. Very interesting to see the 1st fund focusing on everything sleep-related.