Deep Gadkari
4.4K posts

Deep Gadkari
@DeepGadkari
Get smarter about D2C/Startups/Business
เข้าร่วม Ocak 2018
750 กำลังติดตาม3.2K ผู้ติดตาม

We ran our biz like this during covid and even though it was very small, we were flush with cash.
One of the best times of running the biz , was so so liberating.
Over the next 24 months we will achieve this again.
Team is working really hard to make it a reality.
Vinod Chendhil@vinodchendhil
If you can build a business on a negative working capital then you will have built a top 1% brand and sleep like a baby.
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@Ajain112 Basic question what is the relation of Bid cap campaign with the quality of audience, if pixel is trained on prepaid heavy audience? RTO ka connection hota hai kya isme ? Curious to know
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@vinodchendhil Advance me paisa from customer and 90 days credit from vendor....aish hi aish
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@mujifren @sougat18 @VinamreKasanaa @dostcast Muji bhai ka jalwa hai !!! Nominate Muji bhai as chief interlocutor between Iran n US
Indonesia

@DeepGadkari Well said — in India, durable consumer brands will likely be built on efficient distribution, disciplined CAC, and strong unit economics more than premium optics. This resonated with me as we’re building in D2C/incubation would love to connect @DeepGadkari
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@kawal279 It’s crazy that most people will think that u r talking about bank interest but it’s not.
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We sometimes forget how big the market is outside of Quick Commerce or even Modern Trade.
It’s a tough market— but huge.
And while D2C brands often target Key/Tier1 India and we think pricing of 40-50₹ is acceptable, one is then given a reality check in GT
Guess the price of the 3 products combined?




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Massive volume of customers in tier 2/3/4 india are transacting online for first time
Huge runway ahead
They are hungry for new brands across categories
But don't have capacity to pay D2C or tier 1 price
Brands can't cater profitably at this price point
Any business which can crack this gap wil build a big brand
U will need to sacrifice gross margins in process but volumes wil more than enough cover the gap
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@DeepGadkari Why is your bet on value Ecom? I am genuinely curious, if it is based on metrics - AOV, Repeat rate, conversion etc or some macro play?
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@vinodchendhil FMCG is not a winner takes all market, many small n big brands can coexist n thrive if the overall market is growing at a decent pace
Also blitzscaling in FMCG can be counterproductive
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@RohitAryannn Bhaisahab gajab ! Next year every second bichoge itne orders
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@ChanakyaShah Yeh naya Hindustan hai ...Ghar me ghus ke marenge !
हिन्दी

They called it propaganda. Good. Finally.
For years, Bollywood fed us nonsense. Movies that bent over backwards to appear "balanced" while quietly building a narrative that made you question your own faith. You clapped, you cried, you walked out slightly ashamed of being who you were. That was the real propaganda. The kind that doesn't announce itself.
I recently watched both parts of Dhurandhar.
Will surely watch it again.
Hours of unapologetic, brave, no-flinching storytelling.
Some say it was "too violent."
The same critics who gave standing ovations to films romanticizing sedition and dressing it up as art.
If you don't feel uncomfortable, then you really won't get the point of this movie. I've witnessed two huge attacks on Mumbai (forgetting countless "gang wars" and "casual blasts") which has changed the way I think.
If this is propaganda, then I'll take it.
Aditya Dhar didn't make a movie. He built a mirror. And a lot of people are angry because they don't like what they see in it.
1,350 crore worldwide. Banned in multiple Gulf countries. Critics in a full meltdown.
Sounds like it hit exactly where it was meant to.
India didn't need a perfect film. It needed an honest one.
Dhurandhar is that.

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A month after relaunching UP&RUN, a founder of a massive protein brand tasted our Mangosteen flavour and told me to kill it.
"Nobody knows this fruit. Stick to Watermelon. Orange. The safe stuff."
Moral of the story:
Opinions are free. While you realize that everyone is limited to their own experience which becomes their version of truth.
--
P.S. We've almost stocked out of Mangosteen on our website, new stock incoming this week.
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