The ASYMMETRIC Crew today:
Revant Bhate: CEO, Mosaic Wellness
Shantanu Deshpande: Founder & CEO, Bombay Shaving Company
Vinay Singh: Founding Partner, Fireside Ventures
Nandika Pradeep: Director - Strategy & People, Fireside Ventures
Chapters
00:00 Trailer
00:53 Intro & Welcome: Vinay and Nandika
02:46 Purpose Behind the Fireside Ventures Report
04:36 Overview of the “Indian Consumer in 2030” Report
07:48 Will Brand EBITDA Compress in India?
09:55 The 3 Cs of Consumption
13:30 Talent Shift Toward Entrepreneurship
18:01 Defining Consumers: The 3×3 Matrix
20:00 Quality of Revenue Framework
22:02 Category, Consumer & Channel Adjacency
30:30 Should BSC Enter Fragrances?
34:02 Gen Z Behaves the Same Across India
39:53 China’s Three Epochs & India’s Way Ahead
42:22 Pilgrim’s Power-7 Strategy
48:01 Need for a Sharper TG
52:37 The J-Curve Ahead for Consumer Companies
54:40 Building Leadership Pipelines in Brands
59:09 Apprenticeship → Shared Success → Redundancy
01:03:50 IC Track vs. Manager Track in India
01:08:39 Concluding Thoughts
Charts referred to in the episode:
https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharing
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