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KB

Kishore Biyani

10/07/23

@ Nikhil Kamath

The top 30 million households in India contribute to 60% of the country's consumption, indicating a concentrated market for brands.

Video

NK

Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth

@ Nikhil Kamath

10/07/23

Related Takeaways

KB

Kishore Biyani

05/07/23

@ Nikhil Kamath

India is a very heterogeneous country, and the consumption class is defined by those who can afford value-added products, while the serving class makes our lives better.

AP

Aadit Palicha

04/18/25

@ Y Combinator

In India, the overwhelming majority of consumption happens within 4 km from your house, and people buy small tickets multiple times a week, which is why most retail is hyper-proximity.

NK

Nikhil Kamath Cast

10/07/23

@ Nikhil Kamath

The Indian market is still largely unbranded, especially in fashion, beauty, and home decor, which presents a significant opportunity for new brands.

KB

Kishore Biyani

05/07/23

@ Nikhil Kamath

India's GDP has grown significantly over the years, and the consumption class is expected to expand, driving economic growth.

NK

Nikhil Kamath Cast

10/07/23

@ Nikhil Kamath

People in India who have achieved a certain status may not feel the need to showcase their wealth through expensive purchases, but they still spend significantly on luxury items.

NK

Nikhil Kamath Cast

04/20/23

@ Nikhil Kamath

In India, rural users are spending more time on the internet than urban users, indicating a shift in media consumption habits as smartphones become the primary channel for content.

KB

Kishore Biyani

10/07/23

@ Nikhil Kamath

The consumption patterns in India are shifting towards healthier options, with products like peanut butter gaining popularity.

NK

Nikhil Kamath Cast

05/07/23

@ Nikhil Kamath

The future of consumer brands in India will depend on creating value addition in the economy rather than just selling commodities.

NK

Nikhil Kamath Cast

10/07/23

@ Nikhil Kamath

Building a brand in India now can be done more efficiently; for around 140-150 rupees, you can reach a vast number of PIN codes, making distribution easier than before.