food
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 8, 2024 by Suhasini Sampath · across every show →
Everything said about food, oldest first
Mar 8, 2024 negative
Suhasini Sampath: Valuing food brands on ARR is nonsense due to seasonality
“Aur ye ARR sab kuch is just bakwaas, like, people don't value you on your annual run rate. There is a buying cycle for the consumer for food, like for juices, it's April, May, June, when it's summer. You have to take annual, I mean, the full years, last year's…”
Mar 8, 2024 negative
Suhasini Sampath: Food brands need 60%+ gross margins to sustain D2C
“A 30 to 40% gross margin product cannot sustain through a website. You need a 70% gross margin product. So just because everybody does D to C, Personal care can do D to C. Food cannot, because your gross margins has to be north of 60%, because you have the log…”