FirstClub

7 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Mar 12, 2026 by Ayyappan Rajagopal · said 22 times in 1 episodes since 2026 · across every show →

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Everything said about FirstClub, oldest first

Mar 12, 2026 positive
Disclosure
Rajagopal: FirstClub customers average 10 to 11 items per basket
“When it comes to First Club, people browse a lot. People order 10 to 11 items in a basket, and the reason why it's happening is people spend a lot of time on the app, and that reason is again like, you know what, there are like so many good products, there are…”
Ayyappan Rajagopal Mar 12, 2026 ▶ 32:03 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026
Disclosure
Rajagopal: 70% of FirstClub's consumers are women
“For us also, 70% of our consumers are women. We know that if we have entered into the household through women, then we are here to stay.”
Ayyappan Rajagopal Mar 12, 2026 ▶ 47:42 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026 neutral
Disclosure
FirstClub limits its catalog to 5,000 products with strict brand constraints
“We don't have, like, 10,012 thousand products. We have 4000 to 5000 products on the platform, right? Number one. Number two, in any product you take, there are maximum of two or three brands. You would not find, like, 20 options for the consumers to come and s…”
Ayyappan Rajagopal Mar 12, 2026 ▶ 5:31 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026 bearish
Assertion Not checkable as stated
Rajagopal claims 70% of Indian quick commerce revenue comes from unhealthy products
“For them, 60 to 70% of the business are coming from products which have these ingredients.”
Ayyappan Rajagopal Mar 12, 2026 ▶ 12:57 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026 neutral
Disclosure
Rajagopal: FirstClub will reject retail media revenue and ban product-level ads
“In our platform, for example, it is going to be a zero PLA platform. No product level ads at all.”
Ayyappan Rajagopal Mar 12, 2026 ▶ 33:56 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026
Insight
Rajagopal: All large outcomes are built from antithesis, not thesis
“All large outcomes in the world have been built from antithesis and not from thesis. So, when you question, like, this is the way things happen, people will brand you as, like, you are the niche and all of that, but when this becomes the norm, the other one wi…”
Ayyappan Rajagopal Mar 12, 2026 ▶ 58:48 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Mar 12, 2026 negative
Disclosure
Rajagopal: FirstClub refuses to sell Coke, Pepsi, Lay's, or major biscuits
“We are the only platform. We don't sell Pepsi and Coke. We don't sell Lay's and Bingo's of the world. We don't sell the big biscuit brands in the country, right?”
Ayyappan Rajagopal Mar 12, 2026 ▶ 11:42 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
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