Thanks for sharing this wonderful insights , happy to know your views about the high margin Laundry Space booming up in India off lately ..Regards Prashant Dua
Wish you the same Bhavisha. Thanks for engaging with the post. As an FYI, gross margins would differ from category to category and also within each category across different segments. Eg: specialised apparel like active wear has higher margin than regular apparel. Gross Margins = (sales - cost of goods sold) / sales
Hi Ankit, brilliant & extremely informative article. Just to understand, what all parameters have we included in COGS here? Is CAC included? Do you have any dope on LTV/CAC ratio for the categories?
Have also been trying to understand how big a challenge is discovery of these brands? I believe both find it very difficult to discover new age products. What's your take on this?
Thanks for sharing this wonderful insights , happy to know your views about the high margin Laundry Space booming up in India off lately ..Regards Prashant Dua
Quite an interesting take on D2C brands. Over the years niche startups have grown rapidly when compared with Marketplaces.
Ankit, this is absolutely brilliant. In a world full of information asymmetry, this is God-sent! Thank you for putting this together.
I have a question with regards margins - when you say 50% gross margin is that 50% off the MRP or landed cost?
Wish you a great 2021.
Wish you the same Bhavisha. Thanks for engaging with the post. As an FYI, gross margins would differ from category to category and also within each category across different segments. Eg: specialised apparel like active wear has higher margin than regular apparel. Gross Margins = (sales - cost of goods sold) / sales
Hi Ankit, brilliant & extremely informative article. Just to understand, what all parameters have we included in COGS here? Is CAC included? Do you have any dope on LTV/CAC ratio for the categories?
Have also been trying to understand how big a challenge is discovery of these brands? I believe both find it very difficult to discover new age products. What's your take on this?
Impressive stats & brilliant analysis !
These are incredible information. Thanks for sharing.