

Daybreak
The Ken
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Episodes
Mentioned books

Oct 20, 2023 • 12min
Dabur is battling an identity crisis
Dabur, the world leader of Ayurveda brands, is battling an identity crisis as it seeks to acquire and expand. The podcast explores Dabur's transformation into a lifestyle brand, its struggle to create a new brand narrative, and the challenges of changing perception about a legacy brand.

Oct 18, 2023 • 13min
Why BNPL platforms have become a playground for cybercriminals
The podcast explores the rise of online financial frauds in India, specifically through BNPL platforms. It discusses the lack of security in these services, the vulnerability of customers to vishing scams, and the absence of consumer-protection guidelines. The chapter also delves into the sophisticated methods used by cybercriminals in BNPL platforms, such as impersonation and unauthorized purchases.

Oct 16, 2023 • 14min
How a coffee startup is giving global giant Starbucks a run for its money in India
Explore the competition between coffee startup Third Wave and Starbucks in India, and how Third Wave is giving the global giant a run for its money. Learn about Kabuki valuations in Indian startups and the secrets behind startup valuations. Discover the rivalry between Third Wave and Starbucks, including the impact on Starbucks' customer base.

Oct 13, 2023 • 15min
What is fuelling the growing band of de-influencers in India?
De-influencers in India are debunking myths and misinformation related to food and health. They face legal action and threats but continue their work. The rise of de-influencers raises questions about paid debunking and motivations. Content creators in India monetize social media through various means. De-influencers aim to spread awareness and battle misinformation.

Oct 10, 2023 • 12min
Four in 10 quit Niti Aayog in a year. Time to think or tank?
The NITI Aayog was created in 2015 to replace the decades-old Planning Commission. The idea was to adopt a more bottom-up approach to make India competitive in today's global economy. With CEO Amitabh Kant as the leader, the think tank progressed to become a thriving, open, and empowering space for public policy experts, including those from non-government backgrounds. But ever since Kant's stint ended at the think tank in 2022, the walls between the leadership and non-govt employees at the think tank are getting thicker. From what appears, NITI Aayog is going back to the top down approach, quite like the Planning Commission back in the day.This is making its non-govt employees quite unhappy. In fact 4 out of every 10 of them have quit this year.Tune in.Daybreak 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

Oct 9, 2023 • 13min
The ICC World Cup is Disney+ Hotstar’s last chance
Losing IPL rights last year to Jio and then dropping HBO content has cost Disney+ Hotstar at least 21 million subscribers in just a year.The streaming giant though, decided that IPL or no IPL cricket is going to be its biggest customer acquisition funnel in 2023. And it looks like they are holding on to that strategy. The Asia Cup was streamed for free on Disney Hotstar. Now, the ICC Cricket World Cup is on and it's available on Disney Hotstar too. The OTT giant is offering free live streaming of the event to its mobile users.But a lot of the new survival strategy, put together by the Disney Hotstar's head honchos, depends on how India does in the tournament.Tune in.CORRECTION: In the episode, the host mistakenly refers to the ICC Cricket World Cup as ICC T20 Cricket World Cup. The error is regretted. Free Read:What airports really want to do with DigiyatraAlso listen to:Disney leaves Jio the keys to the kingdomDaybreak 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

Oct 5, 2023 • 12min
Licious has enough money but not enough customers
India's online meat delivery platform, Licious, faces challenges in expanding its customer base and meeting revenue targets due to its premium pricing strategy. Despite partnering with X-10x to improve operations, Licious continues to struggle with flat revenue growth.

Oct 4, 2023 • 14min
How the $17 billion-worth Jio Financial is gearing up to disrupt India's NBFC space
JFSL, valued at $17 billion, is rapidly disrupting India's NBFC space, hiring former ICICI Bank employees. Reliance's past attempt in finance failed, but their new ventures are successful. Challenges and opportunities of building JFSL from scratch are discussed, along with JFSL's relocation and Reliance's ambitions to become the top NBFC.

Oct 2, 2023 • 13min
Dunzo fans made it a verb. Then it became just another delivery firm
Explore the rise and fall of Dunzo, a revolutionary delivery company. Discover how its quick delivery service and convenience made it popular, but also led to challenges. Dive into Dunzo's struggles with expansion, failed experiments, and the launch of its B2B arm, and how it aims to bounce back.

Sep 28, 2023 • 12min
The Kota factory is imploding and student suicides are not the only reason
After the pandemic years, Kota’s coaching industry saw an unprecedented boom. Money was pouring in from everywhere–from edtechs to investors. In the last five years, Kota saw about 2 lakh engineering and medical aspirants, on average, arrive from across the country. Kota runs on stiff competition not just among the students but also among the scores of institutes that host and prep them. But since the past four months, Kota’s reputation has been on the line. Student admissions have dropped, with coaching-centre owners pegging it to be at least 20%. While it is partially because of the rising number of student suicides, it is not the only reason why Kota may be one result away from losing its star position in the coaching business.Tune in.RecommendationKota’s Rs 6,000 cr coaching business may never be the same againDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, analytical business stories.


