Musings From Deepak @ DSG Consumer Partners #95

January 06, 2023

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.

Happy new year. I hope everyone had some time off from their busy schedules to spend quality time with family, friends, and loved ones. 2022 was a crazy year and I expect 2023 to be even more hectic.

This issue has more consumer, retail and CPG predictions for 2023, building on the ones shared in the last issue.

I will be in Jakarta next week for the Deal Street Asia conference and will be moderating a panel on the Indonesian Consumer Opportunity. Please reach out if you would like to meet me or someone from the DSGCP team.

Pallavi Utagi, CEO of DSGCP portfolio co Superbottoms, speaks to Indian Retailer's Aritra Ghosh about sustainability, the success in the reusable diaper category and its expansion into the female hygiene & wellness segment with a focus on pregnant mothers.

Forbes India picks 5 fintech companies that are "at a point of big change and growth over the next 12 months and beyond", including DSGCP portfolio co Mswipe.

DSGCP portfolio co Float Foods is launching a Singapore-wide restaurant push for its plant-based OnlyEg during Veganuary. The reception and feedback from leading hotels, restaurants and F&B chains, highlights the demand for egg substitutes and the quality of Float's initial SKUs.

From upcycled pulp to solo dining, these culinary movements are on the rise. Take a bite out of everything will make everyone salivate in the new year.

A perspective from the CMO of Voltas, an Indian consumer durable goods brand.

Hindustan Unilever’s acquisition of OZiva and Wellbeing Nutrition seems to be in line with the premiumisation trend with an increasing number of CPG players entering the high-growth wellness and nutrition category. An average Indian millennial now spends INR 4,000 (US$50) per month on fitness and wellness, and this number is expected to rise materially in the coming decade.

CPG brands continue to attract interest as strategics and financial investors buy into the India growth story driven in a large part by the domestic growth opportunity.

A great case study of why investors are excited by the opportunity in India's CPG brands.

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