“Indian Consumer at 2030” Report by Fireside Ventures: Channel, Category & Consumer Fragmentation

The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Vinay Singh: Founding Partner, Fireside Ventures

Nandika Pradeep: Director - Strategy & People, Fireside Ventures

Chapters

00:00 Trailer

00:53 Intro & Welcome: Vinay and Nandika

02:46 Purpose Behind the Fireside Ventures Report

04:36 Overview of the “Indian Consumer in 2030” Report

07:48 Will Brand EBITDA Compress in India?

09:55 The 3 Cs of Consumption

13:30 Talent Shift Toward Entrepreneurship

18:01 Defining Consumers: The 3×3 Matrix

20:00 Quality of Revenue Framework

22:02 Category, Consumer & Channel Adjacency

30:30 Should BSC Enter Fragrances?

34:02 Gen Z Behaves the Same Across India

39:53 China’s Three Epochs & India’s Way Ahead

42:22 Pilgrim’s Power-7 Strategy

48:01 Need for a Sharper TG

52:37 The J-Curve Ahead for Consumer Companies

54:40 Building Leadership Pipelines in Brands

59:09 Apprenticeship → Shared Success → Redundancy

01:03:50 IC Track vs. Manager Track in India

01:08:39 Concluding Thoughts

Charts referred to in the episode:

https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharing

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