Consumer Brands
- Large opportunity: Retail market expected to grow to $1.7 Tn by 2025.
- Category creation: Entrepreneurs are targeting the unorganized segment and offering more convenient alternatives. E.g.: Licious for fresh meat.
- Technology Enablers:
- E-Commerce – quick access to vast distribution.
- Social Media – cost-effective marketing for focused target group.
Specialized E-commerce
- Large Opportunity: ECommerce GMV touched $40 Bn USD in 2020 and growing at 20% CAGR.
- Benefits of Specialization:
- Specialized players tend to dominate niche categories and have lower customer acquisition costs and higher retention.
- Focus on procurement and logistics leads to higher Gross Margins and superior service quality.
B2B Disruptors
- Large Opportunity: Several B2B services, businesses are disrupting traditional inefficient solutions in logistics, supply chain and other functions
- Market share gain from unorganized: These companies are rapidly taking share from unorganized segment. E.g. Logistics $174 Bn industry, only 3% organized.
- Technology differentiation Using technology to drive superior service levels to end users.