Archive - D2C Surge

May 2025

🥶Brutal Business & Iced Cafe🥶

Mamaearth's PnL, Valmo's troubles, Shiprocket's DRHP, Cult.Fit's hustle

May 26 •

and

↩️Minutes Pivots↪️

Delhivery's Profit, Myntra's Visa, Zepto's Atom, Google's Walled Garden

May 19 •

and

Boring Wins & Backbone Plays

Gone Google, ROAS dip, Regional checkbox no more

May 12 •

and

👶🏽HUL Birthing D2C Founders

Malaki's soda power, Blinkit's going inventory first, Jiomart's 30 min play

May 5 •

and

April 2025

🛵Rural Sales Army

Realiance's digital muscle, Flipkart's cash burn, Meesho's run rate

Apr 28 •

and

⚔️Ecommerce vs Distributors⚔️

☀️Honasa vs Lakme, Qcomm vs Kiranas, Shein vs Reliance

Apr 21 •

and

☀️☀️Amazon's Ashray

Noise rates it in & boAt's about to.

Apr 14 •

and

👟⚡Sneakerhead Boom & Denim Love

Logistics Consolidation, Flipkart's Chess Move, Coffee Cash Crunch

Apr 7 •

and

March 2025

🍧🍧Chhaas, Curd and Ice Cream

Insta Help, Celeb Brand Woes, Amazon Fees

Mar 31 •

and

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