Food and Beverage
Food and Beverage
Food and Beverage
Fashion
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Beauty and Personal Care
Fashion
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Fashion
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Food and Beverage
Beauty and Personal Care
Fashion
Food and Beverage
Food and Beverage
Beauty and Personal Care
Food and Beverage
Beauty and Personal Care
Fashion
Food and Beverage
Food and Beverage
Food and Beverage
Beauty and Personal Care
Food and Beverage
Food and Beverage
Beauty and Personal Care
Fashion
Food and Beverage
Food and Beverage
Beauty and Personal Care
D2C_Brands
Vector
Vector

Macro tailwinds enabling Direct-to-consumer (D2C) brands

1

Serving an
unsatiated customer

Serving the underserved new-age customers which are not served by incumbents through niche products

2

Rise of women as a new consumer class

Women constitute 44% of online shoppers, growing from 10%, 4 years ago

3

Faster product innovation

D2C brands leverage agile product innovation processes for faster launch of products that tap into the white spaces in the market and address specific needs of the consumers

4

Robust supporting ecosystem

Horizontal ecommerce players make D2C viable by bringing shoppers online, aiding discovery and enabling distribution

1

Serving an
unsatiated customer

Serving the underserved new-age customers which are not served by incumbents through niche products

2

Rise of women as a new consumer class

Women constitute 44% of online shoppers, growing from 10%, 4 years ago

3

Faster product innovation

D2C brands leverage agile product innovation processes for faster launch of products that tap into the white spaces in the market and address specific needs of the consumers

4

Robust supporting ecosystem

Horizontal ecommerce players make D2C viable by bringing shoppers online, aiding discovery and enabling distribution

Vector

$100 billion addressable market in India by 2025

world Global Factsheet

$
0
Bn+
Funding
0
+
Transactions
0
+
Unicorns
0
+
M&As

indiaIndia Factsheet

0
+ Brands
launched
0
Brands with
$50 Mn+ Annualized revenue runrate
2.5x Projected growth of online shoppers in
0
years
0
Brands with
$15 Mn+ Annualized revenue runrate
Vector

D2C brands have scaled up at an unprecedented speed

Years taken to reach ₹ 100 crores ($13 Mn) revenue in India

Traditional players
D2C brands
Food and Beverage

Food & Beverage

Beauty and Personal Care

Beauty & Personal Care

Fashion

Fashion

Food and Beverage

Electronics & Appliances

Beauty Image

Beauty &
Personal Care

One of the largest growth and brand innovation categories

Global Beauty & Personal Care market is expected to become a $725 Bn+ market by 2025. D2C brands in this category have flourished on the back of product and price white space, business model innovation and growth capital. Multiple Billion Dollar valuation outcomes have been created across US and China.

$0Bn

Estimated market size in India by 2025 5yr CAGR of 9%

0+

D2C brands across beauty, care, cosmetics and men’s grooming

0%

Expected 5yr CAGR for online market 2025 online market size of $4.4 Bn

~0%

Product margin in the category

Beauty Image

Food &
Beverage

Largest retail category

Global Food & Beverage is a $12 Tn+ market. High growth in millennial population and a shift in dietary preferences towards organic and plant-based products have led to the growth of D2C brands globally. Incumbents such as Beyond Meat, Nestle, Pepsi, and Coca-Cola are also adding direct to consumer model to their distribution channel. Food & Beverage sector has witnessed multiple $500 Mn+ valuation outcomes globally

$0.1Tn

Expected market size in India by 2025 5yr CAGR of ~9%

0+

D2C brands across meat, dairy, health, snacks, & beverages

$0Bn

Expected online market size in India by 2025

~0%

Gross margin in the category

Fashion Image

Fashion

Largest discretionary spend category

The global fashion industry is a $1 Tn+ market. D2C brands are targeting key white spaces in large categories like women's wear, activewear and eyewear. Fashion has been difficult to crack due to an abundance of unorganized supply. India’s shift towards branded fashion, coupled with prudent execution and an ear to the ground, will help create best-in-class outcomes.

$0Bn

Expected market size in India by 2025 (5yr CAGR of 12.5%)

0%

Organized share of Fashion market in India by 2025

0Mn

Online Fashion shoppers in India by 2025 (6-year CAGR of 20%)

~0%

Gross margin in the category

Contact Vector

Key D2C players in India

Brands Vecotr
Letter A Vecotr

D2C brands

Leading the next wave of value creation

Incumbent consumer companies are keenly observing the space

Strong funding and M&A activity expected in D2C space in the next 3-4 years

IPO activity expected after 3-4 years

Brands Vecotr
Letter A Vecotr

D2C brands

D2C space has witnessed significant strategic investments and M&As globally and in India

0+

M&As / Strategic sale of D2C brands in USA over the last 10 years

0+

Global D2C unicorn startups, 1 in India, created over the last 4 years

0

IPOs of D2C brands in USA over the last 10 years

0

M&As / Strategic sale of D2C brands in India over the last 4 years