Musings From Deepak @ DSG Consumer Partners Issue #69

August 10, 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.

DSG Consumer Partners has been actively building its #insurgentbrands in the healthy snacking category, partnered with Epigamia, RAW Pressery, Pip & Nut and others over the last decade.

I have been tracking Farmley for a couple of years since Mark Kahn at Omnivore spoke to me about the business. Mark and I have been trying to co-invest together for a long time, as we looked at bringing the best of Omnivore's agritech experience with DSGCP's brand-building knowhow. We are so grateful now to have the opportunity to partner Akash Sharma & Abhishek Agarwal l on their mission to build India's most loved dry fruits and nut brand.

Our long time partner and LP Verlinvest continue increasing their exposure to pet businesses as consumers continue becoming pet parents. DSGCP is very excited by the longterm potential for the pet category in India and SE Asia and so far has backed Perromart in Singapore and Supertails in India.

As I have said all along, brands need to think of wholesale, D2C, marketplaces and other alternatives as potential distribution channels for their GTM. I have struggled to see D2C as a business model. Yes, some brands only distribute via D2C but that does not make D2C a playbook vs a brand that has opted to use D2C as its sole (for now) GTM channel.

As demand for energy drinks continues to rise, consumers are looking for healthy alternatives.

Will we see a meaningful increase in tequila consumption in India and will we see #insurgentbrands emerge.

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