Everything Ananth Narayanan said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Narayanan: The Indian pet care market is going to explode
“I think pets is the other big one in mind. It's immediate and people are spending. ... And they spend on the dog or the cat as much as they spend on their baby, right? I mean, or child, but I think this is an interesting space. There's a market and I think it'…”
Narayanan: Premium pricing works within a narrow band, not at 5x markups
“So there's a band for every one of these within that band. I think premium people think it is actually you're charging a little bit more. The packaging makes a difference. All of that makes a difference, but I don't know, maybe Kishore, you can comment on it, …”
Narayanan: Growth hacking is digital real estate, not long-term brand compounding
“I'm saying growth hacking is the new way of getting a great space in a mall, right? The analogy, right? I think here on brand building, I think this consistency point is important. You have to be known for something that compounds over time, right?”
Narayanan: More than 30% of online fashion orders are returned
“30 plus percent of products in fashion get returned.”
Narayanan: Consumers want provenance, creating opportunities for Indian luxury brands
“No, no, I think Indian luxury, I don't mean ethnic, right? I think there's an opportunity for handcrafting for luxury, ah, I think across a range of categories. I think, ah, you know, five years ago, seven years ago, I would have said no, but I think now there…”
Narayanan: Pet accessories present a 10-year growth runway with high gross margins
“I would do accessories for pets as opposed to food, I think. Leashes, pet cleaning, pet grooming. I think it's a market with high gross margins. You can create differentiated products. I think it's a 10 year sort of growth story.”
Narayanan: Indian athleisure brands can succeed by tailoring fit to Indian bodies
“I actually think Indian body types are different, by the way. So I think if you build an Indian athleisure brand, you can build it for India. You can build the fits right. I think the fabric technology, I mean, Kishore knows this better, but I think it's widel…”
Narayanan: Pan-India brand delivery costs 140 to 150 rupees per parcel
“Call it for one 41 50 rupees. Maybe the rate has changed slightly, but one 41 50 rupees, you can get to 23,000 pin codes or 26,000.”
Narayanan: Fashion Brands Average 55-60% Gross Margins, Beauty Averages 70-80%
“50, 60% gross margin, right? In, in beauty, of course, it's higher, but in fashion, at least 55, 60. In beauty, 70, 80.”
Narayanan: BNPL is among fastest growing options in e-commerce
“BNPL is among the fastest growing in all e-commerce firms.”
Ananth Narayanan: Amazon is search-led while Myntra and Ajio are visibility-led
“There are two types of platforms. One is you go search for something and you get to a product. The other is you go browse for something and you get inspired to a product. So that's visibility-led. The other is search-led. Amazon is search-led. Myntra and AGO a…”