Shantanu Jain’s Post

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I analyse Indian stocks & make videos for Zerodha | CA (AIR 10) | Investor, Consultant

The biggest risk for #D2C brands in India is their massive dependence on OEMs / large manufacturers. Unless they start integrating backwards, will be difficult to make any real margins. There’s only so much you can do with pricing in a country like ours. Being a cost leader is one of the fail-safe moats. Brands need to start thinking about this. Fast. #startup #india

Anindya Chakraborty 🇮🇳

EIR @ Heyo | 3x Founding Member | Yogasana Student

8mo

I think that's what companies like Mensa International or GOAT Brand Labs are doing. Right, Shantanu?

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Anmol Jaju

Solving Problems in 10 Minutes | Zepto

8mo

Backward Integration can also give them an edge in having an unique design. I am not sure about the reason but specifically in the consumer electronics & durables, you can find 10 different branded products looking exactly the same with just the Logo different.

Rupak Bid

Content Strategist & Community Manager for Web3 // X Intern

8mo

My guilty pleasure is finding "Make in India" products and seeing the "imported from" tag on the back.

Nidhir Roongta

ENTREPRENEUR | BUSINESS FINANCE | STRATEGY | MUSICIAN | WHISKY ENTHUSIAST

8mo

Couldn't agree more.. mota paisa toh khud ke saman mein hi hai..!! 😅

Lalbabu Singh

CEO JOLEYS | Building Fastaid || Providing Trusted Medical Services at Your Home 🏥 Networking, BizDev, Customer Service 😌 Ex - Wipro, Indigo Kolk Airlines, SpiceJet |

8mo

Insightful

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