Redseer advises L’Oréal on its acquisition of a majority stake in Innovist
Executive Summary India’s beauty market is on track to reach ~US$40bn by 2030, and a generation of ingredient-first, digitally native brands (DNBs) is set to take a disproportionate share – roughly a quarter of the overall market and more than 60% of online sales. Redseer’s view is that one of the capabilities separating a durable […]
The Bharat Unlock: India’s Next Grocery Growth Engine Lies Beyond Quick Commerce
Executive Summary India’s next retail opportunity is unlikely to be unlocked by delivering faster; it will be unlocked by serving differently. While Quick Commerce continues to redefine convenience for urban consumers, a far larger opportunity is quietly emerging across Bharat. By FY30, over 150 million Bharat households are expected to account for more than $1 […]
Four Different Buyers. Only One Channel.
When Satyam Prasad drove his first car into his home village in Ajmer, his family gathered around it like it was a new family member. It had a few years of the previous owners on it and a price tag well within his INR 4 lakh budget. None of that mattered. What mattered was that […]
The 3 Step Blueprint to Winning India’s Hair Growth Market
India’s hair growth industry is growing faster than almost every comparable BPC category. The headline projection is that the market will double in just five years, reaching $546 million by 2028, at a 14-15% CAGR. While this paints an optimistic picture, the category’s internal dynamics are far from linear. The significant format-level divergence: the legacy […]
India’s Digital Investment Market Report
India’s digital investing market has moved beyond acquisition. The base is large, and it is accumulating fast. The average digital investor holds ~₹10 lakhs and adds ~₹3 lakhs a year. But habits are not yet locked in. The zero-brokerage war that pushed the acquisition phase of the market has run its course. The next phase […]
The customer is still human. The agent is not.
The buyer has changed. The playbook hasn’t. Somewhere between a product query on an AI assistant and an automated reorder triggered without any human input, the advertising industry’s most basic premise is shifting. The funnel was always designed around a person at the end of it – someone who could be reached, nudged, wowed, and […]
India’s used car market is a $4 Billion Opportunity.
Currently valued at $53 billion, India’s used-cars market is projected to reach $68-78 billion by FY 31. India will be the third-largest used-car market in the world, following the US and China. “The growth is at 14-18% CAGR.” It’s not just the market size. 65% of Indian’s used-car buyers are purchasing their first car. 28% […]
Redseer helped a leading home services platform decode the technology-led transformation of the sector
Executive Summary A leading home services platform had partnered with Redseer to examine how the home services market is evolving from offline unorganised providers to technology-enabled full-stack platforms across India and international markets. Our analysis examined the structural shift from unorganised to organised sectors, market potential across multiple geographies, including India and the Middle East. […]
How we helped a global gaming & interactive media investor read the India opportunity.
Executive Summary A global gaming and interactive media investor asked Redseer to assess where growth in India is truly emerging across both halves of the stack: gaming, which has been reshaped by regulation, and interactive media, where new content and connection formats are being built for the next hundred million users. We delivered a decision-grade […]
India’s Intra-City Parcel Market Growing at 40–50% CAGR: Two Archetypes Racing for the 2 Bn Order Opportunity
India’s intra-city parcel market processed approximately 280 million orders in CY25. By CY30, that number will reach 1.5 to 2 billion, growing at 40 to 50% a year. The opportunity is real. Capturing it requires understanding what is actually driving it. There are two growth engines that are functioning simultaneously. With SMEs, large volumes of […]
How we helped a leading investment firm evaluate a quick commerce deal
Executive Summary A prominent investment firm hired Redseer to conduct a commercial due diligence on an emerging premium quick commerce platform. This was during a time when the quick commerce market was focusing on speed and price. Meanwhile, a thin niche market was starting to develop around quality, curation, and sustainable packaging. The investor needed […]
Value Grocery Commerce: The Bharat Unlock
“Bharat’s Next Consumption Wave Won’t Be Won on Speed. It Will Be Won on Value.” While the industry remains captivated by the rapid rise of quick commerce, a larger opportunity is quietly emerging beyond India’s metros. The next phase of online retail growth will not come from delivering groceries in ten minutes. It will come […]
Why AI Is Accelerating the Flex Workplace Era
For the past two years, the corporate world has operated on a tidy assumption: AI will hollow out the knowledge economy, shrink corporate teams, and reduce the demand for office space. Redseer’s survey of 272 enterprises and 50+ leadership interviews across sectors tells a different story. “AI, GCCs and senior-weighted organisations are reshaping the future of work […]
We enabled a leading e-commerce player with decision-grade intelligence on India’s online grocery market
Executive Summary A leading Indian e-commerce player engaged Redseer for a competitive intelligence study of the quick commerce and e-grocery ecosystem, against a market mid-transition from scheduled grocery delivery to on-demand quick commerce. The client lacked an operator-grade, evidence-based read on where the contest is actually being decided, who genuinely competes for the same demand, […]
The QC Playbook: How India’s Fastest Growing Channel is Rewriting Packaged F&B Strategy
India is witnessing one of the biggest shifts in food and beverage consumption. For example, more than 20% of batter sales now come from quick commerce channels that barely existed at scale three years ago. The short shelf life of the batter category, a $400 million market, has always been dependent on frequent top-ups. But […]
Redseer conducted a competitive product-experience diagnostic for a leading Indian Broking Platform
Executive Summary A leading Indian broking platform asked us how its app compared with its closest competitors in the eyes of real users. We ran a primary research study with retail investors across the major asset classes, scoring each platform on overall recommendation, on the app features that shape day-to-day use, and on what users […]
Artificial Intelligence: The Next Growth Catalyst in Advertising
“Indian talent will power the Global AdTech innovation, leading to Open AdTech ecosystems from India, challenging the industry behemoths” Advertising has gone through multiple technology transitions over the past three decades: from broadcast to digital, mobile, and programmatic. But AI is fundamentally different. AI is not simply improving advertising; it is restructuring the economics, infrastructure, […]
AI and The Future of Workspaces in India
“AI is increasing demand for high-quality, agile workspaces – not reducing it.” For all the conversation around AI replacing the workforce, India’s AI job postings are up by ~6x since 2019, while 86% of GCCs expect net headcount growth, and AI-led office demand could add ~79 Mn sq ft of incremental workspace demand by 2030. […]
Habit or Desire – What’s driving India’s Beauty & Personal Care Market?
“Grooming is scaling through routine-led replenishment, while Makeup and Fragrance are finding growth through premiumisation, identity, and creator-led discovery.” In India, the growth of beauty and personal care is being shaped by habit and self-expression. The growth mix is changing India’s online beauty and personal care market reached ₹56k Cr, growing at about 35% YoY. The topline […]
Redseer enabled a leading Indian fashion marketplace to harden seller experience as a strategic moat
Executive Summary A leading Indian online fashion marketplace engaged Redseer to harden seller experience as a strategic moat across lifestyle categories with a deliberate focus on the torso seller segment spanning D2C brands, regional brands, and unbranded sellers. Legacy seller-experience frameworks, built around head brands, do not apply uniformly to the middle and end cohort; […]
The internet’s most expensive mismatch
People spend most of their time online across a vast, open internet. But when brands advertise, the overwhelming majority of their budgets flow to a small number of closed platforms, like Google, Meta, and Amazon, that sell advertising within their own ecosystems. The industry calls them walled gardens. This mismatch, more than any other single […]
The Next Battle Ground: Formula to Win in the $1Tn Specialty Chemicals Market
The specialty chemicals playbook is being rewritten. Value is shifting away from manufacturers to those who control applications, specifications, and supply orchestration. While the global market sits at USD 1 trillion, we’ve identified a focused USD 220 billion opportunity by 2030, where traditional players are losing ground to a new model: orchestration platforms. What is […]
Speed in Metro, Scale in Bharat: India’s $80 Bn Online Retail Story
India’s online retail market has reached ~$80 Bn in FY26, growing at 21% year-on-year. The three structural shifts defining this growth are: The online market from one platform, all consumer cohorts have been shifting to narrower cohort-specific channels catering to distinct consumer needs. Quick Commerce serves urban India’s demand for speed and immediacy. Value Commerce […]
Quick Commerce vs Kiranas vs Hypermarkets, who will win the Indian Grocery Market?
The market isn’t being disrupted. It’s being segmented. India’s grocery narrative has been dominated by the rise of Quick Commerce, with a widespread belief that it will displace Kiranas. The data suggests otherwise. Rather than replacement, the market is evolving into distinct demand layers driven by customer cohorts, basket sizes, and unit economics. Mass India […]
Buying with Confidence: Bridging the Trust Deficit in India’s USD 70 Bn Used-cars Market
India’s used-car market is growing faster than any other major used-car market, and is on track to become the third largest globally by FY31, with 9-10 million projected retail transactions. Despite this, India’s used-to-new car ratio is still below the global benchmarks, indicating significant untapped potential. Why is this market different? What’s Driving the Next Phase of Growth: Six structural tailwinds, from an expanding vehicle parc and shortening replacement cycles to improving financing infrastructure and […]
India Hair Growth Market Report 2026
Hair loss is quietly moving from a pharmacy transaction to a shelf-bought category in India, and the shift is happening faster than the industry has acknowledged. The alopecia-driven hair growth market, worth USD 267 Mn in 2023, is set to more than double by 2028. Underneath the headline number, the category mix is rearranging; supplements […]
Your Next High-Paying Consumer Isn’t Scrolling. They’re Living Here
At six in the evening, a resident in a Bengaluru gated society gets a parcel alert on her phone. She heads downstairs. While waiting for the lift, a protein bar banner appears on her notification. The lift arrives. Inside, a screen runs an ad of the same brand. A digital notice board in the lobby […]
Advertising Is the Oil Powering The Digital Economy
Global advertising spends have crossed the $1 trillion mark and are set to cross to $1.5 trillion by 2030, with digital now commanding nearly three-quarters of all spend and growing at 3-5x the pace of global real GDP. AI is…
Click-Book-Track: The Rise of New-Age Intracity Logistics Platforms in India
Scooters delivering medicines to pharmacies, mini-trucks restocking supermarkets, and small tempos moving furniture, appliances, fresh greens, and spare parts across town. Every day, thousands of vehicles loaded with goods move through India. Some speed down the wide roads of big cities, while others navigate the narrow lanes of small towns. These form the intracity logistics […]
India’s Most Reliable Financial Cohort Is Also Its Most Underserved
India’s FinTech boom has been one of the defining economic stories of the past decade. The RBI Financial Inclusion Index climbed from 46 to 67 between March 2018 and March 2025. UPI transaction volumes grew at an 81% CAGR between March 2020 and March 2024, reaching 13.5 billion monthly transactions. Mutual fund AUM nearly tripled […]
Beauty Blitz 2030: Mapping India’s Ascent to a $40 Billion Powerhouse
Pick any mall, high street, e-commerce website or quick commerce app – beauty is the clear breakout in today’s retail landscape. With growth rates zooming past most categories, it has become a primary magnet for consumer attention and institutional investment alike. An industry once navigating fragmented distribution, limited wallet share, and a culturally conservative consumer […]
From Gifting to Cravings: How Quick Commerce Is Changing Chocolate Consumption
Indians are consuming more chocolate, but the way people are buying it is changing faster than ever. The online chocolate segment is scaling rapidly, with its share rising from ~9% in CY24 to ~13% in CY25 and growing ~65–70% year-on-year, surpassing offline growth at ~5%. But the bigger shift is happening within online itself. India’s $100Bn+ packaged F&B market is projected to expand to […]
Reinventing Packaged F&B with Quick Commerce
Changing consumer values, urban lifestyles, and the rise of quick commerce are converging to fundamentally alter what Indians eat, and where they buy it. In India’s $100Bn+ packaged F&B market is projected to expand to ~$150 billion+ by 2030. Within this evolving landscape, the quick commerce channel alone is expected to scale from $4 billion […]
Gen Z: Defining Trends, Influencing Spends
Gen Z are reshaping India’s consumer landscape as the “Reverse Generation,” driving massive spending power and family purchasing influence. By 2030, this generation will comprise 27% of India’s population, and drive nearly USD 1.3 trillion in spending. What defines Gen Z? Gen Z have grown up with internet access and smartphones as the norm. The […]
India’s Gated Communities: Gateway to $900 Bn Consumption Unlock
India’s gated communities are emerging as a powerful $900Bn consumer cluster, driven by rising urban affluence, concentrated demand, and evolving lifestyle needs. For brands and service providers, these communities offer a high-potential channel to engage affluent, digitally connected consumers at scale.
Beauty & Personal Care in Quick Commerce: From Convenience to Everyday Relevance
Beauty & Personal Care in Quick Commerce is rapidly gaining traction as consumers increasingly rely on fast delivery for everyday essentials. With expanding assortments and rising demand for convenience, quick commerce platforms are becoming an important channel for BPC brands to drive growth and reach new consumers.
Meeting India’s Protein Goals: Lessons from the Branded Egg Market
India’s protein deficit remains a key nutrition challenge. The branded egg market offers valuable lessons on improving access, trust and everyday protein consumption.
The Sorted Generation: Gen X as India’s Hidden Consumer Powerhouse
Often overlooked, the Gen X India consumer is emerging as a hidden powerhouse, driving consistent spending, premium choices, and long-term impact across India’s consumption landscape.
India’s Ride-Hailing: Growth Shifts from Premium to Utility
India’s ride hailing market is evolving as growth shifts from premium offerings to utility-driven mobility, led by autos, two-wheelers, and everyday travel needs.
Quick Commerce Finds Its New Normal with Scale, Mix, and Momentum
The start of a new year is usually when demand cools, excess capacity shows up, and reality sets in. January 2026, however, is telling a different story for Quick Commerce. Rather than resetting to pre-festive levels, the category has held on to OND-scale demand more strongly than in previous years, signalling that what looked seasonal […]
India Fashion: Why Growth Is Concentrating at the Bottom of the ASP Curve
Uncover the dark store blind spot in quick commerce growth and understand the hidden operational challenges behind topline expansion.
India’s $40Bn Beauty & Personal Care Market: Growth, Shifts and Opportunities for 2030
India’s beauty & personal care market is on track to reach $40Bn by 2030. Explore key growth drivers, consumer shifts, emerging trends and strategic opportunities shaping the industry’s next phase of expansion.
Why India’s Mass Grocery still leans on Kirana Stores
This report explores why Kirana Stores continue to dominate India’s mass grocery market, driven by accessibility, trust and deep local reach.
The Dark Store Blind Spot: The part of quick commerce growth that the topline doesn’t show
Uncover the dark store blind spot in quick commerce growth and understand the hidden operational challenges behind topline expansion.
Designing for Her: Unlocking Women’s FinTech Adoption in India
This report explores women’s financial adoption in India, highlighting key behaviours, barriers and opportunities shaping participation across the financial ecosystem.
The Body Lotion Opportunity in Indian E-Commerce
Online channels are gearing up to command more than half of all body lotion purchases by 2030. Masstige brands (priced at INR 1.5-6/ml) that combine mass reach with premium appeal will gain a larger share of the market and drive more than 30% of the online opportunity. The channel at the centre of this growth? […]
Christmas Vs New Year’s Eve 2025: Redefined Value Creation Across India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
Christmas 2025: What a Festive Day Reveals About India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
India’s Defence DeepTech Flywheel: The $6Bn Market Nobody’s Watching
India’s defence DeepTech market is emerging as a $6Bn opportunity, driven by policy mandates, rising defence budgets, drones, AI systems and export potential.
Ready-to-Eat Brands Are Leaving 85% of Addressable Consumers on the Table
Despite a large potential consumer base, most Indians rarely consume ready-to-eat foods. Explore the adoption gaps and growth opportunities.
Who’s Winning in India’s Dating & Matrimony Market—and where are the opportunities for Platforms and Investors
Explore the evolving India dating and matrimony market, where digital adoption, Gen Z preferences and AI-driven matchmaking are creating new growth opportunities for platforms and investors.
IPO consulting services for Wakefit IPO: what and how
Executive Summary Wakefit engaged Redseer, India’s leading strategy consulting firm, to support its DRHP filing for IPO through a comprehensive market study – developing a detailed market model, uncovering growth opportunities across key segments, and identifying strategic levers to win in the home & furnishings category. About the Client Wakefit is a fast-growing direct-to-consumer (D2C) brand in India’s home and furnishings […]
Micro-Drama’s J-Curve Moment: What Marketers, Platforms, and Investors Need to Know
India’s digital entertainment landscape is entering a rare inflection point. Interactive media: spanning micro-dramas, social discovery, astro & devotional tech, emerging audio formats, and next-gen AI-enabled content, is expanding faster than any category in mainstream media. By FY30, interactive media is expected to become a $3.1–3.4B industry, growing nearly 7x from FY25 as users shift […]
Redseer advised Meesho on its IPO journey: know what we did and how we did it.
Meesho partnered with Redseer to evaluate India’s fast-evolving retail and e-commerce landscape ahead of its IPO journey. The study outlines the structural shifts driving India e-commerce growth, the rise of value-focused models, and Meesho’s role in expanding digital adoption, improving affordability, and reshaping consumer behavior across categories. The analysis highlights market potential, long-term growth drivers and Meesho’s industry positioning.
Tracking Growth Across Public-Market-Relevant Internet Sectors
As India’s Internet economy enters the final stretch of CY2025, several key sectors with publicly listed exposure, i.e. Quick Commerce, Food Tech, Beauty & Personal Care, Fashion, and Value Commerce ecosystem, are demonstrating clear and consistent growth signals. For public market investors, the first ten months of the year highlight a market where high-frequency, repeat-driven behaviours and��category-specific […]
The Next Battleground: Winning India’s Intracity Logistics Market Through Trust, Tech & Transparency
While digital platforms have made impressive inroads in the logistics space – growing rapidly across metros with promises of transparent pricing, real-time tracking, and reliable service – the vast majority of SMBs still rely on local fleet contractors and nakkas for their daily logistics needs. Why? Because 80% of SMBs cite low trust in platforms […]
Culture-powered Commerce: Impact of Festivals on the Indian Economy
India’s growth story cannot be understood through macroeconomics alone. Traditional and “created” festivals – of which India celebrates over 300 around the year – mobilize millions of households, MSMEs, artisans, gig workers, and brands in cyclical bursts of economic activity. Spanning consumption peaks, local commerce, credit flow, philanthropy, and cultural continuity, India’s festive rhythm has […]
The $3.2Bn Bharat Opportunity: How Tier 2+ Cities Are Driving India’s Interactive Media Boom
India’s ~700 million smartphone users are driving a digital revolution. Thanks to affordable smartphones and low data tariffs, these users are leading the expansion of a USD 440 mn interactive media market in FY2025 that’s growing at a whopping ~45% CAGR till FY2030. India’s GDP growth has surpassed the average growth for emerging and advanced economies on the back of increased private consumption and discretionary spending, which is up by 5 percentage points over the last decade. Combine that with a mostly young population (<30) that has one of the […]
Quick Commerce, Quicker Decisions: Is your Brand Strategy Future-ready?
Summary: Quick commerce has become India’s fastest-growing retail format, reaching 33 million monthly users across 150+ cities. By 2030, it will command 10% of branded retail sales. Brands can capture this opportunity through hyperlocal assortments, premium bundling, strategic promotions, and targeted visibility. Read on to learn how quick commerce platforms help brands triple their growth. Introduction – The Rise of Quick […]
IPO consulting services behind Groww’s public market readiness
Executive Summary Groww, India’s largest investment and wealth management platform by NSE active clients, engaged Redseer to conduct an in-depth study of the sector as part of its IPO process. Our mandate was to build the industry section by grounding the narrative in data, structural shifts, and the long-term evolution of India’s capital markets. In […]
The Indian Consumer at 2030: Redefining Aspirations, Choices, and Markets
India’s consumption story is entering its most transformative decade yet. As 400+ million new consumers join the formal economy, their aspirations, behaviours, and purchase journeys are being rewritten — faster than brands can adapt. The Indian Consumer at 2030 report decodes this evolution, offering data-driven foresight on how tomorrow’s India will shop, spend, and shape […]
The Global Vision Deficit: Why Half the World Still Can’t See Clearly
Global Context: The Scale of Challenge Refractive errors, including myopia, hyperopia, presbyopia, and astigmatism, have quietly become one of the world’s most widespread yet under-addressed public health challenges. As per the WHO, ~3.4 billion and ~2.1 billion people are estimated to be affected by issues such as myopia and presbyopia, respectively, by the end of the decade. This translates to close to ~4.7 billion people (~55% of the global population) […]
The Year-Round Wardrobe – Why Online Fashion is Defying the Season
With the Indian festival season behind us, the seasonality trend is incomplete without a deep dive in one of the biggest categories, Fashion. With this, we draw the curtain on insights and market trends on the phenomenon of seasonality in consumer spending across various online sectors, including food ordering, ride-hailing, and retail. These insights were […]
India’s DeepTech Renaissance: The Convergence of Defence, Robotics & Innovation Opening New Opportunities
From sovereign defence innovation to humanoid automation, India stands at the threshold of a once-in-a-generation DeepTech transformation, one that could unlock a $30Bn+ market opportunity by 2030. Redseer’s latest market report, “India’s DeepTech Renaissance: The Convergence of Defence, Robotics & Innovation Opening New Opportunities”, decodes how India’s defence-led DeepTech ecosystem and the global humanoid robotics market are converging to reshape the future of manufacturing, automation, and […]
The Gaming and Interactive Media Opportunity in India
India’s digital entertainment landscape is evolving at record speed. Driven by an 835M-strong, internet user base (with a median age of 29) exhibiting one of the highest daily smartphone engagement rates globally, Gaming and Interactive Media are leading the next growth wave in India’s $9.3Bn Digital Media & Entertainment industry. Together, the Gaming and Interactive […]
India’s Commercial EV Market Outlook 2030: Growth Drivers and Financing Models
Summary: India’s 2070 net-zero goal is accelerating EV adoption, with nearly 20 lakh vehicles sold in 2024. In the commercial space, financing innovations like flexible loans and tailored products are driving EV growth. These innovations open many avenues for EV utilisation across sectors, driving India’s green mobility ambitions. India’s target for net-zero emissions by 2070, and a reduction in fossil […]
The Tier 2+ Paradox for Mobiles: Solving for Brands and Platforms
In our previous edition, we highlighted how volatile the Mobiles category is in Online Retail, recording an extreme Seasonality Index Diff of 1.7. This risk is now heavily concentrated in the most crucial segment of the market. In this edition, we drill down into where this risk is concentrated, proving that the seasonality problem is […]
India’s Home Decor Industry: Retail’s Secret Weapon in $2 Billion Size
As we continue our analysis of alternative growth categories in India’s retail markets, we now turn to a category that speaks of aspiration and taste. The $2 billion home decor market. Just like the toys category and saree market, the home decor segment too remains structurally fragmented, with manual distribution, inconsistent merchandising, and SKU chaos. Yet, these […]
Mirror, Mirror on the Wall: Mobiles, Electronics, or Grocery—Who Rules the Seasonality Scorecard of them all?
India’s overall online purchasing behaviour is “de-seasonalizing”; the annual Sept-Oct peak remains a dominant factor for the Online Retail sector. Let’s deep dive into the six core sectors that account for over 90% of Online Retail’s Gross Merchandise Value (GMV) to identify which sectors are highly seasonal and which are naturally stable. The Monthly Seasonality […]
The Rise of Convenient Eating: How Urban India Balances Speed and Health
As India’s urban households evolve, a new consumer dichotomy is reshaping the food market, the need for convenience, balanced by the desire for health and trust. Redseer’s latest report, “The Rise of Convenient Eating: How Urban India Balances Speed and Health”, dives deep into how India’s fast-paced urban consumers are redefining what, when, and how […]
The Two-Horse Race: Is Bigger Better for Online Food Delivery?
India’s online food delivery market is at a turning point. While overall Gross Order Value (GOV) growth remains stable, a dramatic change in the underlying mix is occurring. The contribution of Average Order Value (AOV) to GOV growth has steadily increased from just ~10% in FY23 to nearly 50% in FY26 (YTD). Meanwhile, growth from […]
IPO consulting services shaping LG Electronics India’s public market entry
Executive Summary LG Electronics India Limited (LGEIL) engaged Redseer, India’s leading strategy consulting firm, to support its IPO through a comprehensive market study. Redseer delivered a detailed and comprehensive industry analysis that built market sizing models across 25+ major product categories in the home appliances and consumer electronics market in India. We captured both the […]
Going the Extra Mile – Challenges and Opportunities in India’s EV Charging Infrastructure
Summary: India has over 30,000 public EV charging stations, but only about a tenth of those are used feasibly. For a truly sustainable green transition, EV charging station operators must balance policy tailwinds with interoperability concerns and on-ground user behaviours. Picture this: you’ve charged your electric car overnight for a short getaway. You’ve mapped at […]
The Great Divide: A Tale of Two Online RTD Beverages Markets
The online non-alcoholic RTD beverages market (excluding water) is now defined by a sharp divide between an increasingly discerning Quick Comm shopper and the more traditional shopper shopping in other online channels. Proprietary data from Benchmark indicates that this shift in GMV mix signals that brands must tailor their products and strategies to meet the […]
India’s Construction Industry: Promising Long-Term Demand, but Short-Term Turbulence is Expected
India’s infrastructure – capital expenditure flywheel is a key structural driver of its long-term growth story. Still, there are some near-term headwinds primarily led by slow on-ground project execution. Both infrastructure and real estate development are expected to be strong in the coming years, so robust management of shorter-term challenges will allow companies to make […]
E-commerce Festive Sale Trends: 1st leg (11 day) closes at INR 60K to 62K Crore, up by 20% to 22%
India’s e-commerce festive season kicked off with a bang. The first 11 days of the 2025 sales event clocked a massive more than INR 60K Cr. GMV, which is nearly 3.5 times the business-as-usual (BAU) levels. This marked a 20%-22% year-on-year surge – almost double the pace of Festive 2024, which grew at just ~12%. With this momentum, the […]
A Billion parcels a month: The new Indian 3PL landscape
India’s logistics industry is entering a period of rapid scale and structural change. Rising e-commerce and hyperlocal deliveries, particularly in categories like fashion, beauty, and daily essentials, are fuelling a surge in shipment volumes. A notable trend within this growth is the rise of low-ticket purchases, translating into more parcels being shipped per unit of […]
Festive 2025: Day0+Day1 Ecommerce Sales Surge 25% with GST Boost, demand led by Smartphones and TVs
22nd September marked more than just the start of Navratri; it signalled a turning point for India’s festive e-commerce story. First 2 days sales surged by 23-25% year-on-year, marking a four-to-fivefold jump in growth over last year’s muted start. The twin forces of GST 2.0 reforms and festive sentiment powered a wave of premium smartphone […]
Tapping Into the Everyday: Instant Home Services and the Next Habit Loop
India has always been a market of many Indias, diverse in income levels, lifestyle, and digital readiness. This diversity makes it both one of the most challenging and rewarding markets for products and services. The emergence of the Instant Economy is a response to a new kind of demand: one that values immediacy, reliability, and […]
Urban Company’s growth journey shaped by Redseer strategy consulting
Executive Summary Urban Company engaged Redseer, India’s leading strategy consulting firm, to support its DRHP filing for IPO through a comprehensive market study – developing a detailed market model, uncovering growth opportunities across key segments, and identifying strategic levers to win in the home services category. About the Client Urban Company is the leading online […]
Winning the Quick-Commerce Decade: Playbook for Brand Success
Quick-Commerce (QC) is no longer a side channel; it’s becoming the frontline of consumer demand, and brands cannot afford to ignore this channel. By 2030, nearly 10% of branded spend will flow through QC. For consumer brands, this isn’t just another distribution avenue; it’s the fastest-growing channel to influence buying behavior, shape consumption habits, and […]
India’s IPO Rush: Redseer on the Strategic Imperatives for New-age Companies
India’s capital markets are witnessing a decisive shift. In just the last six months, Redseer has consulted on the IPO strategy for more than a dozen new-age leaders across sectors, from consumer brands to fintech to B2B platforms, who have filed their DRHPs for IPO listing. Just in the last 2 months, multiple sector-defining companies […]
Powering India’s EV Future: The Charging Infra Playbook
India’s EV adoption is accelerating, with sales reaching 2 million units in CY24, a nearly sixfold increase in just four years. But the infrastructure powering this transition is struggling to keep pace. Today, India has ~30,000 public charging stations; however, less than 10% are actively utilised due to reliability issues, theft, and grid challenges. To […]
India’s Gaming Story After RMG Prohibition: 3 Themes That Will Define the Short to Mid Term
At 500+ Mn digital gamers annually in CY2024, India is emerging as a gaming powerhouse globally. Rapid growth in smartphone adoption, affordable high-speed data, and increasingly changing gameplay behaviour (basic hyper-casual to casual, mid-core to core games) are driving growth in user engagement, number of paid users, and willingness to pay. This is clearly reflected […]
Festive Season 2025: What to Expect? What to Action?
India’s festive economy is gearing up for its most decisive growth run yet. With repo rate cuts, rising rural affluence, and urban optimism, consumer sentiment is at a multi-year high. Add to that the acceleration of e-commerce is setting the stage is set for a blockbuster festive season. But behind the headlines lies a more […]
Enabling Bluestone’s growth and market expansion
Executive Summary In its IPO journey, Bluestone engaged with Redseer, India’s leading strategy consulting firm, to build a comprehensive analysis of India’s Jewellery market. Redseer delivered a deep-dive industry analysis that covered macroeconomic and consumer demographic trends, market sizing models for the Indian jewellery market (including the current baseline and future trajectory of demand), benchmarking of competing […]
What’s next for Fantasy Sports ?
Executive Summary: After a subdued 2024, impacted by fewer marquee tournaments and the GST overhaul, India’s fantasy sports industry stands at an inflection point. Valued at approximately $1-1.2 Bn in 2024, this market is projected to grow at a CAGR of 12-14% to reach $2-2.6 Bn by 2030. Though Cricket remains the dominant driver, contributing […]
Driving Commercial EV Adoption with Breakthrough Financial Models
Commercial EV adoption is no longer a question of ‘If’—it’s about ‘How Fast’. From last-mile delivery to urban mobility, India’s electric fleets are scaling rapidly—but the next wave of growth hinges on one critical enabler: innovative financing. In collaboration with Revfin, CII, and Green Frontier Capital, our latest report delivers a first-of-its-kind deep dive into […]
How Redseer’s CDD De-Risked a Global Bank’s Investment in a Study Abroad EdTech Firm
Executive Summary The client partnered with Redseer Strategy Consultants for a commercial due diligence on a high-growth ‘study abroad consultancy and edtech’ firm. Through detailed market research for all the key destination geographies, assessment of the study abroad consultancy ecosystem in India, customer preferences assessment, and competitive benchmarking, Redseer presented a full picture of the […]
Ready-to-Drink (RTD) Beverages – India’s Next Lifestyle Megatrend
From sparkling to stills, from shelves to screens, this is the playbook for winning in India’s evolving drinks market. Executive Summary: India’s Ready-to-Drink (RTD) beverage market is experiencing a pivotal transformation. Now accounting for ~70% of the non-alcoholic beverages category and growing at a CAGR of 18%, RTD is no longer a seasonal trend; it’s […]
Insights from our consulting on India’s leading conversational engagement platform scale-up journey
Executive Summary Our client, an industry pioneer in conversational engagement, engaged Redseer, a leading strategic consulting firm, for sell-side diligence to quantify the addressable opportunity and define its right to win. Leveraging proprietary IP and rigorous competitive benchmarking, we codified three vectors of its advantage: AI‑driven omnichannel engagement, full‑funnel conversational CX, and seamless enterprise integration. […]
Due Diligence That Protected Millions: Redseer Guides Consumer Giant with Right M&A Investment
Executive Summary One of India’s largest consumer products companies partnered with Redseer Strategy Consultants for a commercial due diligence on two players in the emerging hair growth space in India. Redseer’s exercise discovered shortcomings in both assets, with one lagging behind the competition in terms of customer satisfaction, and the other lacking product scalability. Redseer […]
India’s $130+ Billion Appliances Market Opportunity
Executive Summary: India’s $130+ billion appliances market is on the cusp of a tectonic shift, fuelled by rising incomes, aspirational younger cohorts, wellness-driven consumption, and the rapid adoption of digital-first lifestyles. But this isn’t just another consumption play. It’s a high-stakes play on category creation, channel reinvention, and innovation velocity. Brands that decode what India […]
Lenskart’s key business decisions informed by Redseer strategy consulting
Executive Summary Lenskart engaged Redseer, India’s leading strategy consulting firm, to support its IPO through a comprehensive multi-market study. Redseer delivered a comprehensive industry analysis that built cross‑country market sizing models to capture both the current baseline and future trajectory of demand, benchmarked competing operating models, and surfaced the strategic levers that position large, vertically […]
Redseer enabling Credila Financial Services’ growth path
Executive Summary Credila Financial Services engaged Redseer, India’s leading strategy consulting firm, to support its IPO through a comprehensive market study. Redseer conducted a detailed industry and financial analysis, which included developing market models, detailing the current and future view of the industry, and identifying levers that will enable NBFCs to win the overseas education […]
Strategy consulting support for a Smart Wearables’ company
Executive Summary Our client, a smart wearables company engaged Redseer Strategy Consultants to conduct a comprehensive commercial due diligence on CueZen, a fast-emerging player in predictive and generative AI for health. With the ambition to go beyond fitness tracking and deliver truly intelligent, health-first wearables, our client sought to evaluate CueZen’s potential to deliver hyper-personalised […]
Guiding one of the largest digital-first food services companies in their multi-brand growth strategy
Executive Summary One of the largest digital-first food services companies engaged Redseer, India’s leading strategy consulting firm, to highlight the growing preference for outside food consumption among consumers and to analyse the advantages of the cloud-kitchen-based model for its DRHP filing for IPO. The Strategic Imperative Highlight the growing formalisation in India’s food services market through […]
Why Global Apparel Players Are Betting Big on India!
India’s $70B+ apparel market is scaling fast and would hit USD 130–150B by 2030 – Global brands are taking notice. With fashion demand exploding across classes and consumers hungry for newness, India is becoming the growth engine the global apparel industry needs. As growth stagnates in mature markets like the US, Europe, and China (hovering […]
Beyond Prestige: The Next Chapter of Indian Luxury
Luxury in India Is No Longer Niche—It’s the Next Big Growth Engine As global markets plateau, India is emerging as the luxury world’s next growth engine, driven by an expanding affluent class, rapid digital adoption, and a deeper appetite for premium, curated experiences across cities and segments. Today, contributing just 2% to global personal luxury […]
Enabling Pine Labs’ high-impact growth decisions
Executive Summary Our client, Pine Labs, partnered with Redseer, India’s leading strategy consulting firm, to analyse and develop a robust payments-sizing model in the digital payments market for its DRHP filing for IPO. About the Client Pine Labs is a prominent technology company focussed on digitizing commerce through digital payments and issuing solutions for merchants, […]