The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

0:00 Coming Up

1:12 Intro

2:47 The North India Name Matrix

4:28 Fragrances in India: Trends

7:20 Perfume Wardrobing

9:49 The Rise of Dupe Fragrances

11:37 Why Mass Perfumes Are Booming

14:22 Fragrances Are Now Fashion

17:28 Global Deo Trends

19:39 Slices of Luxury for GenZ

23:21 Startup Founder Challenges

28:33 Thoughts on Org Planning & Target Setting

36:17 On Leadership Styles & Personalities

39:21 On Hiring Challenges

40:26 On Creating Clarity

43:35 On Process Dependence

47:18 On Org-Level Processes

51:27 On CEO Philosophy for People Management

53:48 On Evaluating Hiring Practices

Charts referred to in the episode:

https://drive.google.com/file/d/1KMa-I0N-BbCCnQaxKhynYlmoid-c7lXm/view?usp=drive_link

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

0:00 Coming Up

1:13 Intro

2:31 The Rise of Plagiarism

3:39 Honasa’s FY25 Annual Report

6:42 Re-Evaluating the Omni-Channel Strategy

9:41 Nykaa & Purplle: Challenging the Offline Thesis?

11:50 Where Are The Offline Success Stories?

15:52 Accounting for Customer Behaviour

21:07 Offline Offers Faster Feedback Cycles?

24:22 Ensuring Brand Presence in Offline Spaces

29:53 The Rise of Private Labels

33:56 Private Labels: The Cost Advantage

35:58 Category-Wise Penetration of Private Labels

41:40 Why Are Q-Comm Players Exploring Private Labels Now?

44:28 High Brand Differentiation & Private Labels

48:10 Private Labels in Modern Trade

55:04 Synthesising the Debate

58:23 The Pentagon Pizza Index

Charts referred to in the episode-

https://gamma.app/docs/Private-Label-Analysis-Pentagon-Pizza-Ban-tajolnl6qxa1afr?mode=doc

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Tushar Behl: Principal at Glade Brook Capital

0:00 Coming Up

1:16 Intro

3:55 On Real-Money Gaming

9:41 Why the RMG Ban?

15:44 On Trump and Tariffs

17:07 The Shift in Investor Perspective on EBOs

23:24 AOV Impact on Online/Offline Sales

30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone

34:55 Should Mokobara Open a Factory? Integrating Online & Offline

44:45 Retailer + Brand Voice - A Timeless Principle

50:04 Sales & Marketing vs Rent

51:40 Inventory Turns & Gross Margins Matter

57:27 Bluestone’s Growth Story

63:12 Moving Away From Franchises

67:03 The Opportunity Cost of Offline

74:17 What Could Happen? Lenskart, Bluestone, Wakefit

81:48 Lenskart Convenience Fees

Charts referred to in the episode-

https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/view?usp=drive_link

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/