Intro

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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