Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst
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Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst
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About this listen
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Rahul Garg: Partner, General Catalyst
0:00 Coming Up
1:13 Intro & Welcome to Rahul Garg
1:59 The Q-Comm Disruption - or Evolution?
6:51 Grocery & QuickCommerce
12:39 Thoughts on Big Box Retailers
17:38 Does “Quick” Really Matter?
22:13 Grocery & Food Margin Outlook
28:30 DMart vs Q-Comm - ROE Analysis
32:40 A Deepdive on “Fresh”
36:56 Horizontal vs Vertical Market Opportunities
41:41 Q-Comm for Fashion - Does it Work?
46:12 “Try and Buy" in Quick Fashion
48:39 Nature of Demand in Fashion
52:02 Understanding User Behaviour in Fashion
57:00 Understanding Fashion Logistics & Operations
1:01:33 QComm for Health & Wellness - Pharmacy
1:06:21 Opportunities in Quick Health
1:08:45 Opportunities for Logistics Players
1:16:44 The Need for Non-Enterprise D2C Logistic Players
1:25:47 Thoughts on Conflicting OKRs
Charts from the episode:
https://drive.google.com/file/d/1zUiVcIYLxjM7Iqe6QAFeMijPp_RHQs2o/view?usp=drive_link