Musings From Deepak @ DSG Consumer Partners #74

September 02, 2022

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.

Great interview with F&B pioneer Riyaaz Amlani of Impresario Handmade Restaurants. Captures the consumer opportunity in India. I wrote the first institutional cheque in 2008 while managing the Beacon India fund when Riyaaz had 7 outlets. I learned much about the new Indian consumer by spending much time at Mocha, Salt Water, Smoke House, and Social. By the time I exited to L Capital (now L Catterton) he had grown the store footprint and revenues 4x. #insurgentbrands #india

I cannot remember how many times I have been asked why I like businesses that own their own (some or all) of their manufacturing capacity. This article provides an interesting insight on how large CPG companies look at potential acquisition targets. The supply chain and manufacturing capacity is very important.

Great to see our friends at Sauce VC & Saama Capital invest in the sexual wellness category. It is a category many VCs have stayed away from but there is a real problems to be solved. DSGCP has invested in Singapore based Smilemakers who are on a similar mission to normalise sexual wellness and destigmatize it.

These homegrown brands have found their way into the homes and hearts of millions of Indians. We at DSGCP are looking for the next cohort of brands that will share India over the next 50 years.

Is it going to be a tough year for retail in 2022?

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