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Everything from

thecpglab.substack.com

1 resource from thecpglab.substack.com we point founders to, and the questions each answers.

📄 Article
✓ Link checked 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.
Open thecpglab.substack.com →
Answers Should I launch with one hero product or a full range, and how much does repeat-purchase matter? My revenue keeps growing but I'm still losing money. Why does that happen? I want to build a D2C brand but I haven't picked a product yet. How do I actually decide what to sell? Should I chase a high-margin niche product or a high-volume everyday product?
eChai Partner Brands