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Amazon’s Rise leads to Consolidation of Online Retailers in India

June 28, 2017

Amazon India’s website traffic has doubled over the last two and a half years, and has now stabilised at approximately 200 million per month. Flipkart’s traffic has declined in the face of aggressive competition from Amazon, and is now running at roughly 120m per month, from 150m per month two and a half years ago. Snapdeal was the biggest loser, though, with traffic now running at ~25m per month, which is only a quarter of what it was at the start of the period. In fourth place, ShopClues seems to have held its own at the ~20m per month level, but its app base is much smaller than that of its peers.

The other side of the equation is the huge bias that the Indian consumer Read more

Aditya Birla Fashion Demand Muted

September 30, 2016

aditya-birla-fashion-demand-mutedThere is no evidence of a revival in consumer sentiment into the second quarter. The primary reason for contraction in revenues in the last 2 quarters has been the company’s reluctance to offer heavy discounts whereas others continue to do so. ABFRL believes that building a brand is more important than building a channel and, hence, has refrained from diluting the brand either by offering it across e-commerce channels at heavy discounts or by participating in the extended end-of-season sale.

Aditya Birla Fashion and Retail has adopted four fashion cycles in Madura as well as Pantaloons as against two earlier. The entire Read more

How Patanjali is redefining FMCG Retail in India?

August 5, 2016

Patanjali - Redefine FMCG retailPatanjali currently has a product portfolio spanning 800 SKUS in 37 categories, and now competes with every major FMCG in one or more categories. In addition, it is consistently adding new categories and setting up new plants across India – thereby broadening its manufacturing, customer, and revenue base. Currently, Patanjali has a reach of 200,000 outlets vs. 4mn for larger FMCGs; however, it is continuously expanding its reach by appointing new distributors. With the top management comprising majorly of visionaries, and middle and lower management recruited from top Indian/MNC FMCGs, the company is building the right human resource base for Read more

Developments in Internet Retailing in India in Last 12 Months

March 13, 2016

Internet Retailers in India The last 12-18 months have seen a sobering effect on the Indian internet companies, wherein the focus has shifted from GMVs (Gross Merchandise Revenues) and growth at all costs model to per unit economics and long term sustainable profitability. While it has not meant that the internet companies are under undue pressure to turn profitable within an immediate short term, increasingly investors are demanding a clear path to profitability. Another issue that PE / VC investors are often facing is the lack of exit opportunities from their investments.

The funding issues notwithstanding, the fundamentals of the Read more

Trent Ready to Accelerate with WestSide

December 4, 2015

Westside CustomersTrent’s Westside has retained its LTL growth leadership (6% as of 2QFY16 vs -0.1% for the rest of the listed retailers). This phenomenon, which has now been evident over the last eight quarters, deserves a more generous viewing, given that the company has sustained this growth against a backdrop of intensifying competition from ecommerce.

The company continues to invest in its product portfolio to improve LTL sales and we saw material changes in the product portfolio during our Read more

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