The Consummate | 09 April 2023
Welcome to The Consummate! We bring our points of view, updates, news, and curated content to the consumer community in India and Southeast Asia.
In this week’s edition, we welcome the newest member of the DSGCP Family– Blood, look forward to our 10th Session of Brick by Brick with Eric Ryan, and much more. Let’s Dive in!
In the Spotlight ✨
Why We Invested in Blood
The Opportunity to Revolutionize the Period Experience for Modern Southeast Asian Women.
The period care market has long been dominated by established global players who are focused on traditional products like plastic pads. However, recent years have witnessed an increased demand for innovative, eco-friendly, and health-conscious alternatives such as comfort pads, menstrual cups, reusable pads, and period underwear. This shift in consumer preferences and the openness to explore new options create an opportunity for insurgent brands like Blood to disrupt the market.
As more women in Southeast Asia enter the workforce and gain financial independence, they are more likely to seek out premium and eco-friendly period care options. By focusing on modern Southeast Asian women, Blood has the potential to capture a large and growing market share in the region.
What sets Blood apart from its competitors is its commitment to offering innovative, natural, and drug-free solutions for period care. Read our thesis to learn more!
Creativity & Innovation: The Fuel to $100 Million Businesses
We’re delighted to have Eric Ryan on the 10th episode of Brick by Brick: Building Insurgent Brands! Co-Founder of Method, Olly, and Welly, Eric’s three ventures have reached a collective valuation of more than $1 billion!
We’re looking forward to a wide-ranging conversation on identifying categories ready for disruption, the power of design, building teams & culture, de-risking before scaling, fundraising & preparing for exits, and much more!
Currently Consuming ☕️
Gen Z and Millennials Lean Into Emotional Spending
While identification as an emotional spender, defined as “someone who spends money to cope with emotional highs and lows,” is most prominent among Gen Z (58 per cent) and Millennials (52 per cent), the behaviour is seen by 39 per cent of Americans across all generations.
Also read: Consumers Turn to Retail Therapy During Inflation Crisis
CPG Industry “Gut Health Revolution”
To educate and bring more awareness to this subject matter, brands need to think about an integrated approach that meets the consumer where they are at…in a way that breaks down scientific findings into easy-to-understand nuggets of information.
CPG brands should also be aware of what leading thought leaders are saying about gut health. You don’t have to be 100% aligned with what Andrew Huberman, Dave Asprey, Dr. Gundry, or the various experts that have gotten on a massive platform like the Joe Rogan podcast, have to say about gut health. But being unaware puts you that’s at a competitive disadvantage because that’s also likely where the highest concentration of relevant information is being consumed by your target customers.
Why do brands want to turn their websites into marketplaces?
Brands are having to think creatively about how they can get shoppers to keep coming back to their websites. Some are testing out what happens when you sell someone else’s products.
The proliferation of online brands has made it hard for customers to figure out which brands are selling legitimately decent products, and which aren’t worth spending money on. This opens up a new role for brands, who can position themselves as curators and recommenders of products that they feel stand shoulder-to-shoulder, although not in direct competition, with their own goods.
Keeping Up With the DSGCP Family 🤝
DSGCP’s Deepak Shahdadpuri on The Consumer VC!
DSGCP x Bain: Startup Boot Camp
SuperBottoms x Ugaoo: a DSGCP Portfolio Collab!
That's all for this week, see you next Sunday! If you enjoyed this newsletter, share this with a friend.