Musings From Deepak @ DSG Consumer Partners #77

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.

Indian economy: View: India's consumer market, a $1 trillion investment opportunity — retail.economictimes.indiatimes.com

I set up DSGCP in 2012 because it was obvious then, as it is obvious now, that domestic demand will continue to drive a large part of India's growth story with discretionary spending categories seeing much of the gains.

Why We Invested in Moom: The opportunity to create natural remedies for the modern Asian woman with a personalised, convenient, and transparent supplement purchasing experience — dsgcp.com

At DSGCP, we are thrilled to be partnering with Moom for the next phase of their growth. Between the unique value and benefits of the brand’s products, to the end-consumer engagement that Moom offers, to the macro tailwinds in the Asia-Pacific supplements market, we can’t wait to see the great things that Mili and Maya will achieve with Moom in 2022 and beyond.

Anveshan Raises $2 Million In Pre-Series A Funding — www.entrepreneur.com

DSGCP is excited to have the opportunity to double down on our partnership with Kuldeep Parewa, Aayushi Khandelwal, Akhil Kansal and team Anveshan on their mission to build the leading 'Minimally processed food' brand in India. The brand has grown rapidly in a capital-efficient manner and is well poised to be a leading food brand trusted by customers for quality, traceability and transparency!

India’s Thrasio clones shift focus from buying to building — the-captable.com

Seriously??

"Indian roll-up e-commerce players are now realising that growing their portfolio brands and sellers is not as easy as they had thought"

It was obvious from the start that this playbook was going to be difficult to execute and why, given where India was in the cycle, DSGCP has kept away from Thrasio models. We may revisit the category in the future but for now we are watching.

Why is it so hard to sell drinks online? — thingtesting.com

Brands that sell beverages online — alcoholic or otherwise — are struggling to make the numbers work.

The payments pie is growing, but with fewer slices — the-captable.com

As the Indian payments sector grows, stiff competition and revenue generation challenges are forcing midsized startups to find a home with their larger, better-funded peers. How is the payments landscape changing and will it soon become a ‘winner takes all’ market?