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India
Free
Intermediate
A data-backed India newsletter deep-dive arguing that gross margin is the single strongest predictor of which D2C brands reach EBITDA positivity. Exactly the kind of India-specific pattern-matching that explains why revenue growth and profit diverge here.
I Studied 35 Indian D2C Brands. Here's What Actually Decides If They Win.
From thecpglab.substack.com by The CPG Lab
- Gross margin is the strongest predictor of reaching profitability in Indian D2C.
- Profitability is decided by cost structure, not growth rate.
- Real teardowns of Indian brands, not generic global theory.
