Talwar: Legacy FMCG feminine care brands generate massive revenue without innovating
Sid Talwar · Episode 48 | Sid Talwar, Managing Partner, Lightbox Ventures · Jan 20, 2020 · at 35:38
Sid Talwar, Managing Partner at Lightbox Ventures, explains the market thesis behind investing in feminine hygiene startup Nua.
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“These brands exist today in the market and are sizable companies. All part of FMCG businesses. Larger FMCG business that have this arm. Each doing, you know, thousands of crores of business. But none of them really trying to think of how to innovate the product. None of them really trying to do anything to help benefit their consumer beyond providing that product.”
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