Where are all these high TC IT scrubs pouring their money?

Backend engineer

Software Engineer

And I bought 3 litre shampoo and body wash refill packs from Amazon.. ain't that better instead of multiple sachets?

Software Developer

Shampoo sales see surge in smaller pack sizes  Noodle consumption declines amid economic pressures  Clothing purchases decrease as consumers tighten budgets  FMCG companies adapt to changing con...

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- Shampoo sales see surge in smaller pack sizes
- Noodle consumption declines amid economic pressures
- Clothing purchases decrease as consumers tighten budgets
- FMCG companies adapt to changing consumer preferences
- Experts cite inflation and economic uncertainty as key factors 

 Source: [The Print](https://theprint.in/economy/indians-are-spending-less-at-their-local-kirana-store-whats-halted-fmcg-sectors-post-covid-revival/2235715/)

Indian Consumers Opt for Smaller Sizes as Spending Habits Shift

Journalist

Indian Consumers Opt for Smaller Sizes as Spending Habits Shift- Grapevine

Liabilities and high interest loans rising, household savings falling. It's a very worrying statistic if people are borrowing money just to stay afloat.

Acche din

Generalist

When the whole world is coming to India for FTAs, this guy is writing a suicide story for already crippled Canadian economy. A “could be” statement from a Prime Minister 🥱

Disaster named “Trudeau”

Product Manager

- India is emerging as the next big growth market for consumer goods giants like PepsiCo and Unilever, filling the gap left by China's uneven recovery.
- Companies are targeting India's diverse population and untapped rural market with new flavors and size variants, driven by the country's fast-paced economic growth.
- Major consumer goods firms expect higher government spending, a better monsoon season, and a resurgence in private consumption to boost consumer spending in the coming quarters.
- The combined market share of top multinational companies in India is projected to rise, while their market share in China is expected to decline.
- Consumer goods companies are heavily investing in India with new product launches and packaging upgrades, contrasting with muted growth in China. 

 Source: [Reuters](https://www.reuters.com/markets/asia/pepsico-pg-india-becomes-next-big-growth-bet-china-lags-2024-08-09/)

India Becomes Key Growth Market for Consumer Goods Giants as China Slows

Welcome to Indian Startups's Private Community

Over the past few months the price difference betweem e-commerce websites and stores during sale period have decreased with Reliance Digital and Croma being at par or better than Fk or Amz in terms of pricing (except a few poster items)

Fashion based e-commerce in India is even worse with size issues, courier frauds and high returns. Companies are now charging a non refundable delivery/convinience fee to become profitable.

Reliance has drastically reduced investments in e-commerce and is focussing on expanding offline presence. 

Is the doom of e-commerce in India near

Is e-commerce losing relavance

Hyperlocal gets hyper competitive. What are the factors that make quick commerce companies  a hit in India but a big flop across the globe? Seriously curious !

Why do almost all apps offer 'buy now, pay later' facilities these days? What if the majority of people don't pay later?

Wtf is Buy now, pay later?

Consultant

Welcome to Office Gossip's Private Community

Had a chat with a legendary soonicorn founder yesterday evening and his take was that we are definitely not getting another bull run this decade.

I obviously think more optimistically and hopefully things will look up soon.

What do you all think about this tho?

Reply in comments. Do you all think we ever getting the bull run again? 😔

Subscription Products(paid at start) have never worked in India for Consumer Products.
COUNTRY DELIGHT/ OTT platforms are becoming an exception, Is India ready for subscription products? What subscriptions apart from above you have taken?

Subscription Products by Indian Startups

All the naysayers who said this is ridiculous will slowly be proved wrong

This is BIG. Such bullishness on quick commerce.

Growth Manager

While I'm proud of these two revolutionising the quick commerce space, I somehow have a bad feeling about this

Profits aren't coming, money is flowing
Don't know what the VCs are seeking?
Why bake a a pie that you can't eat later?

Too much money too soon, where have we seen that?

- 42% of this will be Grocery, followed by Fashion at 24%
- 65% of D2C brand sales expected to be driven by Marketplaces (as they are today) 
- Today, 92% of retail is offline. By 2027, 89% of retail will be still offline (fair)

India D2C market expected to go from $16.9Bn in '23 to $61Bn in '27

Just an open ended question on why are layoffs happening on such a scale. I personally feel the skill to salary ratio has fucked up so much lately that the companies are having to fire people who are essentially useless to them. More of liabilities than just assets! What do you think?

Layoffs - who do you blame?

Software lead

There are essentially four parties in the startup economy:

1. The Consumer
2. The Enabler(read, Startup)
3. The Service Provider
4. The Investor

Now let's look at Game Theory motivations:

1. The Indian Consumer wants to minimise money spent per unit value extracted, the Western Consumer wants to maximise value extracted per unit money spent. (There's a massive difference.)

2. The Startup depending on the stage wants to maximise User Growth and Free Cash Flows.

3. The Service provider wants to maximise financial incentives.

4. The Investor is wants to maximise the XIRR of their fund. For this they need to reach a multibagger liquidity event.

Now let's look at what happens when:

1. The Consumer gets f'ed over: 

The startup attains pricing power through deep competitive moats allowing for monopolisation. They can jack up the prices to ensure nice FCF, greater rewards for Service Providers and great returns to their investors. (Think, Uber can charge anything to you now)

2. The Startup gets f'ed over: 

The users get bang for their buck, the service providers get good incentives, the investors push for higher growth but unfortunately the startup does not have enough capital to service their Cost of Operations through their unit economics, so they will either run out of cash or investor patience. Either ways, they are doomed. (Think every legit startup that failed)

3. The Service Provider get f'ed over: 

This is the likeliest scenario as they have the least power in this dynamic. Rewards will be reduced over time or made harder to achieve. They have no option because they got no option for sustenance. (Think any on-demand service providing app)

4. The investor gets f'ed over: 

Now imagine there is a startup that can balance the act very well. They have a service that users are willing to pay a margin on. They pay their service providers fairly and have decent unit economics. Now, the investor will do halla about destruction of shareholder value from little growth. (Is this the case with BluSmart?)

Maybe that's why building in India is tough.

[Rant] Here's why someone usually ends up f'ed over, for a startup to get successful in India

Welcome to Personal Finance's Private Community

Both indexes began diverging sometime close to when Fed started to aggressively hike rates. It appears that the post-COVID rally was more favourable to the S&P but NIFTY is currently outperforming on absolute returns.

My idea is fundamentally simple. Financial prudence during the raging recovery paid off for us, the economy appears resilient and poised to do well in the near to mid-term. It also reflects that markets are pricing recessionary risk very differently to both markets.

Any ideas by others?

Indian Consumers Opt for Smaller Sizes as Spending Habits Shift

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