beauty
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 19, 2022 by Manish Taneja · across every show →
Everything said about beauty, oldest first
Sep 19, 2022 bullish
Taneja: Beauty unit economics work due to high gross margins and repeats
“It has got exceptionally high gross margins and therefore unit economics is easy to make work in this category. And then, you know, third, it has good repeat business. So, you know, once you acquire a customer, you keep getting the customer for over and over a…”
Dec 6, 2023 neutral
Suresh: India's home category is 2–3 years away from a major uptick
“I think beauty is At the start of that kind of inflection point, and we'll get there in a couple of years or sooner because the repeat rate is so high. I think home is like, A good two to three years from even starting to see a serious uptick.”