The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Narayanan: Myntra ad experiments showed higher click-through rates for fair-skinned models
“And we ran an experiment where you actually look at click through rates long time ago, and you find that the click through rates are actually different. So purely economically, the click through rates on performance marketing were higher.”
Narayanan: In-content click-to-buy video commerce will remain a tiny percentage of sales
“I mean, you know, never say never, but my sense is, I think that will still be a very small percent because I think human beings are still human beings, right? But now or later, and I think, by the way, if you're watching something on content, right, you're tr…”
Narayanan: Private brands grew to 30% of sales, driving Myntra's profitability
“And the private brand business of Myntra at the same time also went from seven, eight percent to call it almost 30%, which is what drove profitability. So we were among the most profitable pieces of the Flipkart ecosystem, not amongst, we were the most profita…”
Ananth Narayanan: Instagram Shopping has not taken off in any meaningful way globally
“Insta shopping hasn't really taken off globally, right? In any meaningful manner. I mean, at the Instagram level, I'm saying.”
Narayanan: E-commerce purchase volumes drop precipitously above 5,000 rupees
“It is true that beyond 5000,
The volumes drop precipitously.”
Narayanan: 60% of the Indian Fashion Market Remains Unorganized
“I would say by the way, 60% is still disorganized, right? I think ready to stitch is still a very large segment. Most of ethnic, which is a very large portion of fashion is still unorganized.”
Narayanan: Branded Retail in India Is Growing 2x to 3x Faster Than GDP
“The overall market is growing a little bit over GDP. Branded is growing two, three X faster because unbranded to branded is happening. And online, by the way, will grow faster.”
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: More than 30% of online fashion orders are returned
“30 plus percent of products in fashion get returned.”
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: 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.”