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.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
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.”
Ananth Narayanan Oct 7, 2023 ▶ 11:38 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Assertion Supported
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.”
Ananth Narayanan Oct 7, 2023 ▶ 12:57 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Assertion Supported
Narayanan: More than 30% of online fashion orders are returned
“30 plus percent of products in fashion get returned.”
Ananth Narayanan Oct 7, 2023 ▶ 2:26:42 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Assertion Supported
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.”
Ananth Narayanan Oct 7, 2023 ▶ 9:38 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Assertion Supported
Narayanan: Fashion Brands Average 55-60% Gross Margins, Beauty Averages 70-80%
“50, 60% gross margin, right? In, in beauty, of course, it's higher, but in fashion, at least 55, 60. In beauty, 70, 80.”
Ananth Narayanan Oct 7, 2023 ▶ 13:34 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Assertion Supported
Narayanan: BNPL is among fastest growing options in e-commerce
“BNPL is among the fastest growing in all e-commerce firms.”
Ananth Narayanan Oct 7, 2023 ▶ 1:08:49 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
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