- Musings From Deepak @ DSG Consumer Partners
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- Musings From Deepak @ DSG Consumer Partners #85
Musings From Deepak @ DSG Consumer Partners #85
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.
Unilever Ventures & Wipro Consumer Ventures invest in Indonesian vitamin supplement brand Youvit — www.dealstreetasia.com
Excited to have Unilever Ventures, Wipro Consumer & ACA join us on the cap table at Youvit. DSGCP was the first institutional investor when it led the seed round in March 2017.
In creating its first instant espresso, Blue Bottle is trying to move carefully to create a soluble offering that reflected its premium position? Will this strategy work? In the hot beverage segment, DSGCP has invested in Chai Point (India), Sleepy Owl Coffee (India) and Pickup Coffee (Philippines). Both Chai Point and Sleepy Owl have already launched CPG products in their respective markets.
Hormel Foods could be on the verge of taking CVC Capital Partners minority stake in Indonesia’s GarudaFood Putra Putri Jaya. Consumer brands continue to attract strategic interest as we see per capita GDP grow in Indonesia and other SEA markets.
Is it? Is Beauty & Personal Care the category where D2C brands will scale without entering traditional channels? I do not have a crystal ball, but my experience tells me consumers want an offline opportunity to engage with the most loved brands. How will digital-first brands address this issue? I have been investing in consumer brands in India for almost 20 years and I believe that to really become a national brand you need to be in all channels. The mix may differ from brand to brand and category to category.
Interesting to see how global FMCG giant Nestlé will balance their new platform given the channels they are already in and how they use the direct customer relationship it will create to become more innovative.
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