The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:13 Intro
2:31 The Rise of Plagiarism
3:39 Honasa’s FY25 Annual Report
6:42 Re-Evaluating the Omni-Channel Strategy
9:41 Nykaa & Purplle: Challenging the Offline Thesis?
11:50 Where Are The Offline Success Stories?
15:52 Accounting for Customer Behaviour
21:07 Offline Offers Faster Feedback Cycles?
24:22 Ensuring Brand Presence in Offline Spaces
29:53 The Rise of Private Labels
33:56 Private Labels: The Cost Advantage
35:58 Category-Wise Penetration of Private Labels
41:40 Why Are Q-Comm Players Exploring Private Labels Now?
44:28 High Brand Differentiation & Private Labels
48:10 Private Labels in Modern Trade
55:04 Synthesising the Debate
58:23 The Pentagon Pizza Index
Charts referred to in the episode-
https://gamma.app/docs/Private-Label-Analysis-Pentagon-Pizza-Ban-tajolnl6qxa1afr?mode=doc
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