Macro tailwinds enabling Direct-to-consumer (D2C) brands
$100 billion addressable market in India by 2025
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Global Factsheet
Funding
Transactions
Unicorns
M&As
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India Factsheet
launched
$50 Mn+ Annualized revenue runrate
$15 Mn+ Annualized revenue runrate
D2C brands have scaled up at an unprecedented speed
Years taken to reach ₹ 100 crores ($13 Mn) revenue in India
Food & Beverage
Beauty & Personal Care
Fashion
Electronics & Appliances
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
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
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
Key D2C players in India
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
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