Geography: India

What’s The Next Domino’s for Indians?

In our previous food services newsletter, we had focused on the organised food services market and different brands that were likely to emerge. This takes us to the next set of relevant questions around the evolution of the market landscape. For instance, how big can the existing brands get? Is it a winner-takes-all market? Which […]

Shared Mobility in the Post-Pandemic World

Innovative Technologies Consulting Mumbai | Redseer

Owing to the inadequacy of the public transport infrastructure, and the demand-supply gap, the shared mobility seems to be on a great ride of its own, poised to experience 5X growth in a few years.

SEA Fintech Report

Robust economic growth and digitally engaged consumer creates massive opportunity to drive innovation in Fintech adoption

Travel Market in India, SEA & GCC

The travel market in India, SEA, and GCC is expected to continue growing in the coming years, presenting opportunities for both domestic and international travel companies. However, the ongoing COVID-19 pandemic has had a significant impact on the industry, with travel restrictions and border closures causing a sharp decline in tourism across the globe.  India […]

Entertainment & Advertising | Riding the Digital Wave

India has a diverse and vibrant entertainment industry, with a wide range of options for consumers to choose from. Entertainment consumption patterns in India vary greatly across different regions, cultures, and socio-economic groups. However, there are a few general trends that can be observed.  Television is still the most popular form of entertainment in India, […]

#3 Delivery Delight Index

This third edition of Delivery Delight Index has unveiled how digitally native brands are providing a superlative delivery experience on the back of third-party logistics players.

40% of TikTok’s India market captured by homegrown apps

Best Business Consultsnt In Bangaluru | Redseer Strategy Consulting

The number of Internet users in India set to grow to 970 million from current 600 million in next 5 years, Shortform market is also estimated to grow by 4x on total time spent and reach to 400-450 billion minutes a month from the current ~110 billion minutes.

Recovery Stories in Consumer, Retail and Internet

Ads Consultant In Mumbai| Redseer Strategy Consultancy

However, as the partial and full unlock has proceeded, few of the internet sectors have seen either seen a release of the pent-up demand or a new sector baseline has been set, as some of the newer COVID Induced behaviors remain broadly sticky.

Retail-Tech – The next start-up opportunity

Innovative Technologies Consultancy | Redseer Strategy Consulting

This is reflected in the ~15-25% increase in online shoppers in the first few weeks of lockdown. ~30-50% of the customers increased their online purchase for the essential categories.

eGrocery | First COVID & Now JioMart | Part 2

Product Development Consultanting | Redseer Strategy Consulting

COVID-19 provided a significant push to the eGrocery market as consumers realized the value of at-home access to groceries. In addition to providing convenience, variety & value, eGrocery platforms are now considered to provide safety as well.

Indian EdTech industry analysis: Online education sector to create $ 1.7 BN market by 2022

The 2019 National Education Policy (NEP) which seeks to address these challenges and extend the scope of RTE to students aged 3–18 years, recommended harnessing EdTech through app-based learning, online student communities, and lesson delivery beyond ‘chalk and talk’. Serving as a crucial link between enrolment and enhanced learning outcomes, online education offerings across grades […]

India eHealth – COVID-19 Impact and Way forward

Drive by 3x growth in user base and likely increase in average spends per user especially in prescription drugs and consultations, we are very bullish that the eHealth market is on track to achieve ~300+% growth y-o-y in 2020.

EdTech – COVID Tailwinds – The Time is Now

EdTech companies too have been agile in responding to the crisis by making their offerings free – resulting in almost 2x rise in EdTech users within a couple of months to make the user base to 90Mn in April’ 20

Tiki Sendo Merger – Implications for VN eCommerce

Logistic Management Consultancy In India | Redseer Consulting Firms

Tiki has a high share of captive logistics concentrated in HCM and Hanoi while Sendo fulfils supply though 3PL and has a wider geographic reach – Integrating these logistics capabilities to cross leverage efficiencies could prove challenging.

The Rise of US $50 Billion e-Baazar

Ads Consulting Mumbai | Redseer Strategy Consulting

The e-tail market in India has also experienced significant growth in recent years, with the rise of e-commerce platforms and the increasing adoption of online shopping. The growth of the e-tail market in India has been driven by several factors, including the increasing use of smartphones and the internet, the availability of affordable data plans, […]

All roads Lead to Kirana

1. India has 15+Mn Kirana stores that face four big challenges in daily operations- each of which is a massive opportunity for tech start-ups Indian retail market is marked by the presence of 15Mn Kirana stores which has penetrated into the nook and corner of the country. However, this traditional distribution structure is highly fragmented leading […]

Short-form: Rising amidst cluttered content space

Best Business Consultsnt In Bangaluru | Redseer Strategy Consulting

Short-form video has emerged as a popular format for content consumption in India in recent years. With the rise of affordable smartphones and high-speed internet connectivity, a large number of people in India now have access to online video content. Platforms like TikTok, Instagram Reels, and YouTube Shorts have gained significant traction in India, offering […]

India internet x profitability: What to watch in 2020

Channel Marketing Consulting | Redseer Strategy Consulting

1. Changing macroeconomic and funding scenario in 2020 will see two big themes playing out for India’s internet start-ups Given the macroeconomic trends and the funding environment globally, we were keen to explore how do India’s internet start-ups look like on unit economics at the start of the new decade in 2020. Scanning through our […]

User perspective on eB2B platforms

Management Execellence Consultancy | Redseer Strategy Consulting

eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven significantly strong awareness for their offerings, via both organic and inorganic approaches. And this has led to a high share of ‘willing to use’ users as well, which […]

Organized Grocery Retail In India

Of India’s retail basket, Food & Grocery (F&G) category comprising fresh fruits & vegetables, packaged food, personal care & home care and utilities is a significant 65% ($525 Bn) of the wallet spend whilst the organized share is marginal, at lowest penetration factor of 3.6% contribution.

November Online Festive Sales Expected to Soar

There are four key insights that we want to highlight from our study: Published on: Nov 2019 Customer excitement for the November sales season in both UAE and KSA is at its highest with 90% of digitally active customers showing interest in this year’s sales season. November Festive days online GMV is expected to clock […]

Omnichannel adoption across major retail categories in India

B2B Consulting Services | Redseer Strategy Consulting

1. The omnichannel adoption journey includes both experiential technologies along with basic features and restructured business models Published on: Nov 2019 Omnichannel adoption is facilitated by the implementation of certain features, technology and restructuring in one’s business model that enables the integrated approach across channels. Across businesses, inventory integration becomes a major need for omnichannel […]

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

Strategy Consulting companies | Redseer Strategy Consulting India

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

Corporate Strategy Firm | Redseer Strategy Consulting

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 […]