Musings From Deepak @ DSG Consumer Partners #65

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.

D2C milk delivery startup Country Delight raises $108M in Series D round — yourstory.com

Despite inflation and weak sentiment, there continues to be very strong interest in consumer brands, particularly where you are betting on quality and customer service. This deal was led by our close friends at Venturi. DSGCP has exposure in this category via Epigamia.

Consumer companies take to nutraceuticals as health consciousness rises — www.moneycontrol.com

Totally agree!! DSGCP has been actively pursuing opportunities in the nutraceuticals segment for a number of years and have already invested in Power Gummies in India, YouVit in Indonesia and actively looking at a pipeline of new deals.

Gondal, Founder & CEO, GOQii: ‘Digital health is getting a boost with blockchain, Web3’ — www.financialexpress.com

Vishal Gondal, Founder of DSGCP portfolio co GOQii, spoke to Financial Express' Sudhir Chowdhary on how GOQii aims to bring metaverse in the preventive healthcare space.

D2C brands: House of brands...or house of cards?, Marketing & Advertising News, ET BrandEquity — brandequity.economictimes.indiatimes.com

Great read as investors continue to debate the House of Brands business model.

Marico acquires 53.98% stake in D2C brand True Elements — www.fortuneindia.com

Expect to see more such transactions as incumbent CPG companies look to acquire insurgent brands that are developing products and business models for India's booming consumer segment.

Tata in acquisition talks with as many as five consumer brands — retail.economictimes.indiatimes.com

This is still just the beginning of the golden era for insurgent consumer brands in India.