Primary Sector: Consumer

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 […]

Influencing On The Way Up!

1. Merchants are increasingly shifting their ad spend wallet to digital channels; influencer marketing is a fast-growing segment Traditional media is losing share to digital media on a global scale. Over the past year, internet advertising has grown at a robust rate of 26% beating offline ad spending, which only grew by 9%. Predictably, digital […]

Unwrapping Ramadan 2022

Ramadan is a $6.2 Bn online sales event in MENA. Festive periods account for ~40% of annual e-tail in MENA.

Three Ways To Get More Done In Less Time

B2B Consulting Services | Redseer Strategy Consulting

Are you also among those who strive to finish your tasks timely? But there’s still a second thought that if you had more time, you could have done it better. To get rid of such thoughts, all you need is a little reboot of your daily work habits. So, let’s get started!    Plan Your Day […]

Top 5 skills every consultant must possess

Pursue career prospects as a consultant, having the appropriate skill set is a powerful tool. Career-related skills can be helpful in a position where your duties and clientele frequently change. Gaining proficiency in this skill set can make you more flexible and productive wherever you work.   Consultants must develop a few key skills during their […]

Black Friday – $6Bn Online Shopping Event

Black Friday is a critical event in the retail calendar in MENA. This event which was first launched by Souq (now Amazon) as a 3-day online only event has now expanded to over six weeks of Q4. The event has been so popular that ~20% of annual online retail sales happen during the Black Friday sale period.

Key Black Friday Trends:

a. The Market is Stabilizing:
Last year BF season achieved +90% YoY growth; this year YoY growth is expected to stabilize at ~30%; Sales to reach ~$6 bn during BF period.
b. Differentiated Strategies are going to be at play
In terms of strategy, higher focus on private labels, Inventory led fulfilment and fast delivery speed are expected.
c. Consumer is moving beyond discounts
Discounts will become a right-to-play during BF. For right-to-win, other factors such as offer variety and exclusivity and experience will be key.

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.

Commercial Due Diligence on a social commerce player

A deep dive into India’s retail and eCommerce space from demand and competition perspective was conducted at a category level to assess the TAM and 5 year realizable opporutnity for the Target in terms of topline and bottomline.

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.

Vietnam Healthcare: New Lifeline in eHealth

Vietnam has very favourable digital enablers and there is a marked shift by the government towards digitizing the entire healthcare ecosystem which seems conducive for the growth of eHealth services.

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.

How MENA is shopping post COVID-19?

Lockdown measures have led to growth for e-tail. The growth rate during the lockdown has been ~20% by order volume and ~40% by value resulting in annualized GMV of $11 Bn.

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, […]

Ramadan and Covid-19 Pandemic; an ordeal for retail

E-tailers generate ~25% of their annual GMV during Ramadan time, which when compared with White/Yellow Friday sale, stands at ~5%. Brands also realize the importance of Ramadan where many engage in activities such as launch of new products, new services, bundling of offers. A third of their annual marketing budget is spend in promotion of the same.

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 […]

MENA gearing up for Ramadan – Fashion insights

1. Fashion shopping in Ramadan peaks during Eid week Fashion is the most exciting retail category, when it comes to Ramadan shopping in MENA. Excitement levels for clothing are high throughout the festival season, however it peaks during the Eid week. When this trend was studied at country level, UAE and KSA followed the same […]

Middle East Online Retail comes of age (Part 2)

Channel Marketing Consulting India | Redseer Strategy Consulting

1: Niche models gain traction Noon and Amazon have emerged as the key players in the online marketplace in the region. However, niche players have also emerged who either have a specific focus on customer segment, category or business model. Some niche marketplace examples are around grocery, value focussed, pre-loved fashion and gifting: 2: Electronics continues to […]

Middle East Online Retail comes of age in 2019

Insight 1: Fast-paced etailing market growth in 2019 Online retail market grew at a fast pace this year compared to last few years – greater than 35% this year compared to ~25% annually over the last few years.