Shein’s Re-Entry in India, Nykaa and Delhivery FY25 Q3 Results, and WeWork India IPO

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder, Bombay Shaving Co

Chirag: CEO, GoKwik

0:00 Coming Up

1:15 Intro

3:39 Shein’s Global Success

9:34 Deep Dive Into Shein’s Re-entry in India

15:12 Who Will Take the Hit in Fashion in India?

19:57 Can Shein Crack Costs in India?

22:56 Nykaa’s FY25Q3 Results

28:16 Nykaa’s Biggest Challenge - Q-Com

34:15 Why Isn’t Q-Com Big in China?

36:48 Delhivery’s FY25Q3 Results

41:56 Should Delhivery Double Down on QComm?

46:25 WeWork India’s IPO - The Background

50:20 Why WeWork Made It in India

54:16 Different Co-Working Models & How They’ve Fared

01:02:44 Health Corner - Whoop’s Calorie Counter

01:06:05 Is Magnesium Addictive?

01:08:14 Whey & Protein in India

Links referred to in the episode:

https://drive.google.com/file/d/1M8-J9vUKPLPwXoZn8B7jjty057sPTEKw/view?usp=sharing

https://drive.google.com/file/d/1pRrSSgnjxJk1m-MnED7-b7Wjf4CJdwl3/view?usp=drive_link