Musings From Deepak @ DSG Consumer Partners #43

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

You can follow me on Twitter at @dishahdadpuri or follow DSGCP at @dsgcp.

SoftBank In Talks To Back GlobalBees At $500m Valuation — www.moneycontrol.com

More capital for India's Thrasio platforms. All of them will now be acquiring interesting small brands, which means exits for investors in the brands being acquired. What I will be tracking closely is:

1.what GlobalBees and others pay to acquire in terms of $ and multiple;

2.how they help the acquired brands scale; and

3.therefore what value they will create for themselves and their shareholders.

Many case studies will be written about this model in the coming years.

MyGlamm tops up Series C fundraise, consolidates businesses under Good Glamm Group — www.vccircle.com

In addition to startup Thrasio platforms, we are also seeing successful vertical platforms raising capital to build a portfolio of brands. I know Darpan at MyGlamm and have been intrigued by his content-to-commerce playbook. With a real community, can MyGlamm and other platforms turbo-charge the growth of brands they have and will be acquiring?

HumanCo gets $35M and buys gluten-free pizza maker Against the Grain — www.fooddive.com

Better-for-you brands continue to be acquired as CPG companies build out their portfolio in the category.