Geography: India

Unlocking the Indian eB2B retail opportunity

Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2019 Despite the current economic slowdown and our expected normalized real GDP forecast of 6 to 7%, we expect the private consumption expenditure to […]

Online Fashion Market in India

Buy Full Report 1. The Fashion market is growing at a CAGR of 11% with online fashion growing the fastest, at a CAGR of ~32% Published on: Nov 2019 Consumers across India have been gradually veering towards organized and online retail. Organized retail has been driven by the wide network of stores of brands across […]

A look at the Budget Hotel space and the Digital Book Keeping apps.

Budget and Mid Market hotels will continue to dominate India’s lodging space Published on: Nov 2019 Travellers are gradually shifting towards experiential and adventurous stays which are offered by homestays and hostels Expected to witness the highest growth Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs New age book […]

Organized Grocery Retail in India

Modern Retail in India is on the growth trajectory driven by consumer’s shopping behaviour and re-aligned focus of retailers Published on: Nov 2019 Private consumption, currently at 59% of GDP will continue to be the main driver of growth, growing at a robust CAGR of ~11% between 2018 and 2023. Merchandise retail accounts for 49% […]

The future is bright for online fashion and car classifieds

1. Once-small online fashion/beauty category on track to exceed USD 7 Bn in GMV in 2019 and USD 25 bn by CY22 Published on: Oct 2019 Women fashion growing faster and ethnic clothing compared to footwear and other accessories – case of democratization of user base Super-verticals growing at 100%+ due to differentiated offerings, fast […]

Of digital book-keeping apps, foodtech subscriptions and festive sales

1. Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs Published on: Oct 2019 New age book keeping apps are seeing daily usage amongst large chunk of their user base- indicating increasing comfort A significant chunk of app users are having more than 50% of all their transactions recorded on […]

Indian Niche Food Brands

1. Niche food brands are gaining traction among the educated urban and semi-urban youth in India Published on: Oct 2019 The niche packaged food industry is pegged to grow at ~16.5% to reach USD 59 Bn by 2022 from USD 37 Bn at present. Unlike the previous decade, this time these niche brands, or ‘challengers’ […]

Festive sales 2019 off to a strong start and other key internet trends

E-tailers have achieved $ 1.8 Bn sales in first 3 days of the sale, on track to have a highly successful sale event Published on: Oct 2019 First three days of festive sales see a strong start, with mobiles and other electronics driving growth A significant share of transactions from smaller city consumers lead to […]

Decoding eLogistics landscape in Indonesia

eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the growth of formal e-tail (55% y-o-y in 2019), logistics likely to expand rapidly as well In-house logistics will grow but a massive opportunity for 3PLs still present Scaling up in-house logistics including affiliate players (e.g. […]

What does the 2019 e-tailing festive season have in store?

E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y Published on: Sep 2019 Key drivers of growth to be an expansion in online shoppers who will likely shop across categories (even beyond mobiles) Compared to business as usual days, we expect that e-tailers will likely see a […]

How small and large internet sectors are driving adoption and profitability

1. E-Tailers on track to significantly reduce cash burn over next few years Published on: Sep 2019 Cash burn expected to drop significantly for e-tailers over next few years Biggest levers supporting the trend are the rapid growth of higher-margin categories (vs mobiles) and improved supply chains to rationalize costs 2. Challenges and opportunity to […]

E-tailing horizontals vs verticals and Flipkart’s furniture success

Flipkart has grown to capture 41% of online furniture market share Published on: Sep 2019 Hyperlocal e-grocery- Market growing at triple digits, with sector specialists continuing leadership Despite aggressive moves by horizontals, their hyperlocal grocery businesses have made a limited dent in the market As verticals continue to thrive basis their core value proposition of […]

Demystifying the restaurants vs online aggregators debate

Restaurants have witnessed 30% growth in business along with other benefits after partnering with online aggregators Published on: Aug 2019 Online partnerships have enabled restaurants to increase overall top line by 30% via a large consumer base and strong brand impact With improved kitchen utilization, online partnerships have also enabled restaurants to improve their bottom-line […]

What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?

Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s USD 150+ bn grocery retail space via BlibliMart Bukalapak’s Mitra program- First mover advantage in a USD 14 Bn 2025 opportunity

Newsletter | Vernacular is NOW, not the future – A $300 Bn opportunity today

India is in the midst of a massive digital transformation of its population Published on: Aug 2019 Heavy social media and content consumption underway in urban and especially rural areas 210 Mn = Current number of vernacular preferring digital consumers in India who are also monetizable Massively growing vernacular user base to create USD 3 […]

The Upcoming Fintech Boom In India (And Indonesia)

1. InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 Key growth driver of sector incumbents is wide coverage viz strong presence in most insurance categories, across insurance providers An additional growth lever is a strong focus on customer service enabled by a large […]

Of MAUs And Subscribers In India And The Story Of Indonesia

Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out focuses on the pecking order in the Indian content space, as shown below. An additional observation is that MAUs for the largest players are an order of magnitude larger than the smaller ones. Subscribers of […]

Enterprise Tech Updates

USD 9+ Bn 2023 digital wholesale pie likely to be captured by full-stack players  Published on: Jun 2019 India’s vast retailer/MSME ecosystem faces multiple challenges in day to day operations- from procuring merchandise in a timely and cost-effective fashion to securing working capital. Digital wholesalers like Udaan and Jumbotail have squarely targeted these retailer needs […]

Childcare Market Updates

Online Childcare: Convenience and Product Quality drive purchase decisions; Lead time and Return experience needs to improve The online Childcare market has attained enviable size in a relatively short timeframe (~$ 500mn in FY19). Given those purchase decisions in the category are partly impulsive/emotional, Online platforms have been able to address/expand the market significantly. An […]

Social Commerce Market Updates

Strong initial adoption of deal-sharing based social e-com platforms points to bright future ahead Published on: Apr 2019 The next 100 Mn online shoppers poised to come from the smaller cities of India and likely to have very different behaviour and needs vs the current group of shoppers. E-commerce platforms that tap into the social […]

State of e-tailing in India

Though the demand for preventive healthcare has soared since the pandemic and startups in the space are striving to ride this tailwind, it is still largely an untapped market. The opportunities are huge for businesses. The report delves into the entire landscape and shares pointers on how to cash in on the opportunities by tapping into emerging technologies.

Online Milk Delivery Updates

1. Milk has the highest frequency and the lowest margins in the daily essentials category  The online milk delivery business is growing fast in India. The players have focussed on milk category to make consumers habituated with their services as the frequency of milk purchase is high. But since the margins are low in milk, […]

Business plan support for an internet kitchen launch in India

business management consultant

Our client wanted to launch an Internet Kitchen Service in a metropolitan city in India. The broad objective of the project was to understand the market scenario for online food delivery in the target city to support the business plan. This included landscaping the different geographical clusters in the target city followed by competitor benchmarking, […]

An end-to-end M&A strategy for Europe-based gaming giant

Mergers and acquisitions are crucial corporate development efforts taken by an organization. Achieving rapid growth is mostly the primary reason behind buying, selling or combining different companies, that is, going in for an M&A. However, such decisions are taken after considering many important facts. This is where drafting an effective M&A strategy comes in handy. […]

Product Line Expansion for Home Appliances Player

  Making an entry into the market space with a new product category requires a strategic planning and deep understanding of the present dynamics. A study on similar lines was conducted for an Indian MNC with annual revenue of more than USD 1 billion to understand the consumer preferences before extending their product line. Also, […]

Helped India-based manufacturing company accomplish employee excellence goals

Management excellence should be centred around employee happiness. However, with new-age businesses constantly evolving, employees often find it difficult to keep pace and thereby lose interest. This is where the role of organisational design comes in. It establishes set principles that convey the business’ clear vision and priorities time and again. This boosts confidence of […]

Helped leading French alcoholic brand decode distribution channels

India is one of the largest consumers of alcohol and remains one of the fastest-growing markets in the world. The increasing adoption of pub and cocktail culture among the urban population has enhanced the demand for alcoholic beverages in the country, propelling the market. However, figuring out the right products and the right channels that […]