There’s a lot of media attention around early stage brands scaling rapidly.
However, sustainable growth underpinned by strong fundamentals is often overlooked.
To celebrate brands that master this balance, we launched the Insurgex Index in collaboration with @BainandCompany
The Insurgex Index focuses on fundamental metrics of revenue growth trajectory and capital efficiency.
In FY23, 24 standout brands across F&B, Beauty, Apparel, and more met this high standard, with 3-year CAGRs over 30% and capital efficiency of 1.5x or higher.
If you’re building a consumer brand out of India, I would highly recommend reading the 2nd edition of the Insurgex report by DSG Consumer Partners.
Per DSG, 3000+ consumer brands have been created in India in the past 15 years (that is almost one per day!) - with over 1,000 F&B focused brands
Sharing a few takeaways for founders ⤵️
Monday = musings. Issue 124 is now out.
TLDR: Consumers in Southeast Asia provide significant opportunities for insurgent brands.
@dsgcp#insurgentbrands#india#SoutheastAsia
Click on the image to download the report.
https://t.co/Ff9YabRh9y
@DSGCP was set up to back the most mission-driven founders building the next generation of insurgent consumer brands. That was our mission in 2012. 2023 this is still our mission. Thank you Team DSGCP & our 100+ founders. We are only getting started.
https://t.co/hYLEflvUgS
Just released: webinar with key findings from the new report co-authored by @DSGCP & @BainandCompany "Gamechangers: The Insurgent Consumer Brands Playbook". This 45 min webinar is hosted by Bain's Navneet Chahal and DSGCP's Hariharan Premkumar. https://t.co/e3uJpwKXtO
With pride, we announce 2 promotions at @DSGCP that demonstrate our apprenticeship model. Hari Premkumar to MD and Pooja Shirali to VP. We also announce the hire of brand specialist Anushka Bharvani from Unilever.
@hariharan_pk#insurgentbrands
https://t.co/5bCI2bhm7w
Whenever I get a chance to present the company, my happiest point is almost towards the end - the team slide - where I say “I am standing here taking credit for the most phenomenal team in the world”, and then go on to talk about my brilliant co-founders, the @leverageedu management team, & the next-level leadership (which we internally call Team A2) which executes razor-sharp all day all night long!
Amidst the market, the moats, the macros etc etc - nothing is as special as a unit that works hard, with incredible work ethic & wants to win doing the right thing 🙏🏼👊🏽
Consumer products that made ESG-related claims on their packaging grew faster over a five-year period than products that made no claims, according to a study jointly conducted by McKinsey and NielsenIQ. https://t.co/s9NOoE25bv
Business must be used as a force for good. Its purpose is not merely to make money but serve the community and satisfy societal needs sustainably. We are delighted to publish The Balancing Act, @DSGCP's first Sustainability Report. https://t.co/t15wzAvP6U
In The Balancing Act you will find our firm’s perspectives on ESG for early-stage insurgent consumer brands in India and Southeast Asia.
Download the report here: https://t.co/nE2DIfDnzg
We tell our portfolio companies to first focus on people and prosperity without which there can be no sustainable business development, something that is even more salient in the developing regions we invest in.
A privilege to partner with @Wipro as we partner with best in class entrepreneurs building next generation of consumer #insurgentbrands @DSGCP https://t.co/gGrq191ony
Join us in 30 minutes for @DSGCP's latest episode of Brick by Brick with @saladstop's co-founder Katherine Desbaillets who has ‘walked the talk’ on sustainability inc opening SEA's 1st Net Zero-certified F&B outlet. Sign up: https://t.co/CjOvcw5egB