Daybreak

The Ken
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Aug 27, 2023 • 9min

Sleepwell isn’t sleeping on the mattress business anymore

Explore how Sleepwell, a top brand in the Indian mattress market, announced its acquisition of a stake in Kurl-On. Understand the missed opportunity for Sleepwell, Shila Form's growth prospects, and Corlons' innovative efforts in the mattress industry.
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Aug 24, 2023 • 11min

Byju’s had one escape route. Now, it is in limbo

Byju’s acquisition of Aakash for $950 million is crucial for its survival, but aggressive sales tactics are causing conflicts between the teams. Baidyous strategically uses price reductions, scholarships, and discounts to boost revenue. Mistrust exists between Byju's and Aakash in terms of revenue recognition and share trading.
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Aug 22, 2023 • 11min

How Tata’s using “innovation managers” to enter the FMCG race

Discover how Tata's consumer goods game in the FMCG industry has taken off with the introduction of over 30 new products and impressive stock performance. Explore Tata Consumer's innovative approach to launching products and the importance of consumer insights, research and development, and a well-defined innovation process.
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Aug 20, 2023 • 11min

Tutors have a troubled relationship with Unacademy. Here's why

Karan Sangwan, a law teacher, was fired by Unacademy for expressing his personal opinion about voting for educated candidates. Unacademy's troubled relationship with teachers is revealed as they face sales challenges and funding crunch. Educators are pressured to create viral content for the edtech but struggle to handle the demands.
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Aug 17, 2023 • 10min

Nothing's coming in the way of Star Health's recovery. Not even angry customers

The podcast discusses the rising concern over health insurance claim denials in India, focusing on Star Health, one of the leading health insurers. Despite numerous customer complaints and outstanding claims, Star Health continues to see growth and renewal rates. The podcast explores the challenges faced by the company and its signs of recovery amidst a troubled industry.
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Aug 15, 2023 • 11min

Reliance controls just 3 percent of India's retail market. It's still a big deal

Reliance controls just 3% of India's retail market, but it's a big deal due to the size and unorganized nature of the industry. The podcast explores Reliance's dominance in refining and petrochemicals, the reasons behind its focus on retail, and its growing influence in India's retail market. It also discusses the challenges faced by Lenskart in talent acquisition and CEO Bansal's leadership style.
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Aug 13, 2023 • 12min

Influencers promote products. What happens when they do the opposite?

Beets are a superfood today. Tomorrow it'll be lemons. The internet is rife with misinformation especially about food and health related stuff. There are hundreds of influencers on your feed telling you what’s good for you. But who’s telling you what’s bad and what doesn't work?  Maybe a keto diet worked for your friend but not for you. Take Dr Cyriac Abby Philips who goes by The Liver Doc on Twitter. Recently, he claimed there is no point in taking multivitamins.He is a de-influencer and there are many like him who work towards breaking down myths. Often they're faced with legal action and threats, yet most of them continue their work.But what is really fuelling de-influencers?Tune in.RecommendationThe wild finfluencer party is finally coming to an endDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
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Aug 10, 2023 • 10min

Ola chose selling over servicing EVs. Bajaj disagrees

After a delay of almost a year Ola Electric finally released its financials this week. The company was valued at $5 billion last year and so far it has raised nearly $800 million from investors, including Softbank. With a 40% market share, it is the leader of the two-wheeler EV market in India. It has already sold over 250,000 vehicles.Ola Electric has set up 600 experience centres around the country where people can go take test rides. But the company only has 200 service centres. Its lack of focus towards after-sales servicing is upsetting customers. Plus, the financials point towards a 4X loss in FY 2022.Meanwhile, its competitors like Ather and Bajaj are strategically going for a service-first policy.Tune in.RecommendationWhy $3 billion set aside for India’s EV makers is sitting idleDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
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Aug 8, 2023 • 11min

All set to enter India, Tesla seems to be learning a thing or two from Tata Motors

Tesla's turnaround in India, from almost shutting down its office to leasing a large space in Pune. Plans to establish a factory with a yearly capacity of 5 lakh EV units. Looking to learn from Tata Motors' success in the Indian passenger EV market. Exploring Tesla's strategy to enter the Indian EV market and its interest in India's charging infrastructure.
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Aug 6, 2023 • 11min

Why India's first law for gig workers doesn't live up to all the hype

The voice of the gig worker is getting louder, and it's coming to a point where neither delivery companies nor the government can afford to ignore it for much longer.Last month, the Rajasthan government came up with a new law that aims to establish a welfare board and a dedicated social security fund for platform-based gig workers in the state. One could say the new law sets a precedent for gig workers across the country.However, that is so only if you take it at face value.Once you look beyond the headlines and go through the technicalities of the law, it doesn't paint as rosy a picture for the aggrieved gig workers.Tune in to find out more.RecommendationGig-worker strikes are just the tip of the iceberg, unionisation lies beneathIndia's first law to protect gig workers is surprisingly good news for their employersDoes the delivery-partner fee you pay 'fully go to them for their time and effort'? NopeDaybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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