Musings From Deepak @ DSG Consumer Partners #34

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

CNBC ran a full episode covering the historic growth and the potential of India's D2C, and broader consumer category. Our friends Arjun Vaidya of Verlinvest and Kanwal Singh of Fireside Ventures share their experience and views.

Interesting. I have not seen (m)any beauty-focused funds like this in the world of venture capital. “When we see a brand that’s proliferated across multiple retailers and they don’t have that productivity, it’s really unattractive for us. We’d rather see fewer but better and stronger retail partnerships.”

Very interesting podcast into how consumers’ spending patterns and purchasing behaviors are changing, and what companies should do given those changes.

New Zealand alcohol-free ready-to-drink (RTD) spirits firm AF Drinks has its eye on the Asian market after securing significant domestic retail success within a year of launch.

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