From Reckitt to Coca-cola, India is finding a place in earnings call of global consumer giants. Everybody is unilaterally positive about the burgeoning Indian market. This is despite them facing pressures from activist shareholders to sell off slow growing brands globally. The positive outlook is also reflected in the increased funding of consumer brands recently. Even the VCs who are known to be tech focused are opening up their purses to new-age D2C brands. Even as the legacy Indian FMCG companies gobble up new age brands (Emami - The Man Company, Tata - Capital foods, Marico - Plix), one segment yet to prove their mettle is the ecommerce rollups. After astounding start post covid acquiring tons of brands to copy Thrasio model, the brand aggregators are striving hard to balance profitability with initial growth expectations. However few success stories would be enough to redirect attention back to them. #d2c #consumerbrands #ecommerce #startups #funding
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It has been a week to remember for $20 billion Indian Beauty and Personal Care (BPC) industry with Back to back 100 crore+ fund raise by Foxtale and Renee. Traditionally dominated by FMCG giants and premium overseas brands, indian startups are making a mark now by growing 2x than FMCG led brands driven by increased ecommerce penetration and burgeoning Indian middle class. While the industry is growing at 11%, sale through online channels is expected to grow at much higher 30% for next few years which would clearly aid mushrooming startups as the distribution moat of bigger brands won't make a difference here. Also this is one segment where mass commoditisation may not work as new age customer wants personalised solutions suiting their skin and body types. Modern customers are more aware than ever before and want nothing short of the best, hence continuous innovation and R&D is the key to retain loyal customer base. Sustainability and international influences such as Korean and Japanese beauty products are other themes likely to play out in the market. The sudden remarkable rise of quick commerce, awareness about natural ingredients and fast evolving technology trends such as virtual try-ons, AI powered product recommendations are also likely to play a key role in shaping the industry. With most of the brands claiming to be on path to profitability in a year or two, successful IPOs of Mamaearth and Nykaa in Indian bourses, BPC segment stands out as one of the most attractive spaces to be for founders and investors alike. #beauty #skincare #startups
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Startup case study: Nykaa Founders: Falguni Nayar Total Funding: $124 Million Key Investors: TPG Growth, Lighthouse India, Steadview Capital Nykaa is India's Leading omnichannel beauty & personal care retailer founded by former investment banker falguni Nayar in 2012. Financials: • Revenue FY22: 3,774 crore (up 55% YOY) • Net profit FY22: 63 crore • Market cap at IPO (2021): 1Lakh crore Growth Drivers: • Omnichannel presence with 112 offline stores • Vertically integrated operations & own brands • Focus on content, curation & consumer experience• Focus on content, curation & consumer experience • Expansion into new categories like fashion home. Nykaa highlights the immense opportunity in digital - first D2C brands that can win on customer experience & brand loyalty.
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India is beeping on the radar of global players with strong drivers like young, aspiring population, rising income levels, and resilient infrastructure and digital networks, Nykaa founder and CEO Falguni Nayar said. Nykaa | Falguni Nayar Click on the link below to know more... #retailnews #retailtrends #retailsector #retailindustry #retailing #retailresults #retailupdates #retailgrowth #retailsectornews #retailindia #retailtrends #retailbusiness #ir #IndiaRetailing
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Breaking down the consumer retail segment In the last quarter, Consumer retail has seen over 50 deals, constituting approximately 20% of the total deal volume. Food and Beverages made up ~40% of total consumer retail deals, clothes 12%, and accessories like bags and jewellery 10%. Trends within sub-categories: - The Pet Care industry emerged as a promising venture capital target, witnessing 2 deals in the last quarter - Quick Service Restaurant (QSR) chains continued to flourish in the Indian ecosystem, across sectors such as coffee and fast food, with 4 deals closed - A growing trend towards health-conscious consumerism led to the rise of 5 health-conscious F&B startups securing funding in the last quarter - New-age startups ventured into the beverages sector, with 3 startups securing funding for their experimental products To stay ahead of the curve and delve deeper into market trends, subscribe to our quarterly report - https://lnkd.in/diJq6M5z Fibonacci X Kulmani Rana Akshay Garg Preksha Razdan Sahil Wadhwa #buildingforBharat #accelerator #earlystage #ConsumerRetail
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Companies in India are trying to grow its stake and shares to survive in this competitive market, since there has been a rise of companies and brands in India from post Covid-19. Thus "Licious" has also participated in this race and acquired Bengaluru-based My Chicken and More, to expand presence in South India. Delightful Gourmet, the parent company of Bengaluru-based Unicorn Licious, has acquired offline meat and seafood retailer My Chicken and More in a cash-and-equity-deal. This acquisition marks a significant step in Licious’ strategy to build a robust omnichannel presence, complementing its digital commerce operations, which currently reach over four million households. With the addition of My Chicken and More’s 23 stores, Licious will expand its physical retail footprint to 26 outlets in Bengaluru. #licious #mychicken #bengaluru #business #companies #competition #market #11dollarssecret
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Competitive market is a hard nut to crack but guess what new #startups are doing smoothly.. How they are doing this??? -- Getting too much knowledge through the experience they had already taken from job experience -- Social media is giving them limitless access . -- They are changing their marketing strategy with applying directly on customers.. Dabur India Limited Procter & Gamble Emami Ltd ITC Limited Unilever All the above companies are top Indian #fmcg brand but their revenue numbers are stagnant from two and half years... This is not a joke.. They are just increase revenue due to price increase... Start noticing these things before investing in top companies... Competition needs changes.. Ankur Jain Barbeque Nation Hospitality Ltd. Arun Prakash Asokan Dabur India Limited Emami Ltd All giants have a look on your strategy to increase the customer base..
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"𝐑𝐞𝐥𝐢𝐚𝐧𝐜𝐞 𝐑𝐞𝐭𝐚𝐢𝐥 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫𝐬 𝐅𝐌𝐂𝐆 𝐁𝐫𝐚𝐧𝐝𝐬 𝐭𝐨 𝐑𝐂𝐏𝐋, 𝐏𝐥𝐚𝐧𝐬 ₹𝟑𝟗 𝐁𝐧 𝐈𝐧𝐟𝐮𝐬𝐢𝐨𝐧 𝐭𝐨 𝐁𝐨𝐨𝐬𝐭 𝐅𝐌𝐂𝐆 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬" Reliance Retail is transferring its FMCG brands, including Campa, Snactac, Puric, Glimmer, and Enzo, to Reliance Consumer Products Ltd (RCPL) to focus on scaling its FMCG business. Reliance Retail Ventures plans to infuse ₹39 Billion into RCPL through a mix of equity and debt. RCPL is also setting up four exclusive bottling plants for Campa to overcome bottling capacity constraints. 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐍𝐞𝐰𝐬: 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐒𝐡𝐢𝐟𝐭: The internal transfer of brands and the ₹39 Bn capital infusion will enhance RCPL's focus on becoming a full-fledged FMCG firm, competing with established players like Hindustan Unilever, ITC, and Coca-Cola. 𝐂𝐚𝐩𝐚𝐜𝐢𝐭𝐲 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧: The setup of exclusive bottling plants for Campa will help address supply limitations, allowing for greater market penetration. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤: 𝐅𝐌𝐂𝐆 𝐆𝐢𝐚𝐧𝐭 𝐀𝐦𝐛𝐢𝐭𝐢𝐨𝐧: With the consolidation of brands under RCPL and investments in capacity expansion, RCPL is poised to become a strong contender in India's FMCG market, competing with industry leaders. 𝐆𝐫𝐨𝐰𝐭𝐡 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬: RCPL’s acquisitions and partnerships, including deals with Elephant House, Maliban Biscuit, and Lotus Chocolate, indicate a strategic approach to capture market share. 𝐂𝐨𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧: Reliance Retail’s focus on consolidating its FMCG brands under RCPL and scaling operations through strategic investments sets the stage for its aggressive growth in the Indian FMCG sector. The dedicated focus on product quality and affordability aims to increase consumption across India. 𝐑𝐞𝐥𝐢𝐚𝐧𝐜𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬: 𝐒𝐭𝐨𝐜𝐤 𝐩𝐫𝐢𝐜𝐞: ₹2,942 𝐌𝐚𝐫𝐤𝐞𝐭 𝐂𝐚𝐩: ₹19.9 trillion Rishabh Kale
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#InnovationOpportunity While taste still remains important, with the rise of health-conscious consumers, sugar-free and low-calorie beverages are growing in demand. We incubate ventures and scale brands in India. Email: team@northside.co.in Website: www.northside.co.in Vidur Vyas Akash Singh Thakur Mallika Nayar Pranav Mehra Gaurav Mehta Krishanu Chakravarty Dhruv Sabharwal Soumya Chadha #consulting #marketresearch #marketfit #brandmarketing #brandconsulting #incubation #marketgrowth
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Finance Educator- IG 150k+ | Business & Finance | CFA L2 Candidate | Finance Enthusiast, Not an expert
Started at 50. Built a billion-dollar brand.... Falguni Nayar was nearing 50 when she made the bold decision to quit her high-profile job as the Managing Director of Kotak Mahindra’s investment banking division and start from scratch. In 2012, she founded Nykaa, a beauty and wellness e-commerce platform, at a time when India's online market was still evolving, and international beauty brands were not easily accessible. Her bet? Omnichannel retailing—combining online and offline experiences—well before it became mainstream. She focused not only on selling products but also on curating experiences and educating consumers, earning Nykaa immense brand trust. The result? In less than a decade, Nykaa grew from a small venture to one of India’s biggest IPO successes, listed at a valuation of over $13 billion. But here’s the real takeaway: It’s never too late to start: Nayar began her entrepreneurial journey at 50, challenging the idea that startups are only for the young. Focus on value, not just money: By prioritizing customer experience, she built long-term wealth. Take calculated risks: Her pivot from corporate banking to e-commerce may have seemed unconventional, but it set her on the path to creating a household brand. Today, Nykaa isn’t just a company; it’s a symbol of possibility for many aspiring entrepreneurs, especially women. Falguni’s story shows that wealth isn’t only about money—it’s about creating something meaningful that endures. 🌱 Follow Abhimanyu Singh Dabi for more #nykaa #falguninayar #beautybrand #enterpreneurindia
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Excited to share that my insights on the premium consumer brand space in India were featured in the LiveMint, which highlights this view and overall investment strategy on the consumer space. At Sauce.vc, we've consistently recognized premiumization as a strong investment theme through the years. The landscape is evolving with established digital playbooks and the rise of quick commerce, allowing brands to scale quickly and effectively. Yet, the push towards more specialized, sharply-defined premium brands reflects a growing consumer demand for uniqueness and quality. Brands like The Whole Truth Foods, Mokobara, and Innovist exemplify this shift towards products that are not only premium but also distinct and innovation-driven. Dive into the full article to explore how this trend is reshaping the industry and driving strategic investments. #Investment #ConsumerGoods #Premiumization #VentureCapital
Mokobara to Tego Fit, VC funds gun for India's creamy layer
livemint.com
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