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Q2 2025: Interesting Retail and Online Commerce Trends
My top picks on what is most interesting in the online commerce world in Q2 2025
2 min read


FirstCry - A Bet on Startup Potential and Modern Retail in India
An in depth analysis on Firstcry's business model and valuation
7 min read


Zudio and the FOCO model
I dive deep into how Indian fast fashion store, Zudio, is expanding like crazy across the country
2 min read


We Need to Talk (more) about Cashify
Learn more about how Cashify takes on an information asymmetry problem and protects customers from 'adverse selection' by buying devices, refurbishing them and now selling directly to consumer
2 min read


Will Zepto learn from Byju's?
There seem to be some uncanny resemblances between Zepto and Byju's
2 min read


The Economics of Gifting
The average Indian spends approximately ₹5,000 (~$62) on gifts during festive celebrations each year. Learn more about the economics of gifting
2 min read


Are billing counters obsolete?
Lenskart has no POS machines in offline stores. Azorte by Reliance Retail is targeted at self-checkout kiosks. Soon, POS-less counters are likely to be unbiquitous
1 min read


Starbucks Tall Latte Index - India is amongst the least affordable in the world
You've probably heard of the Big Mac index. Here's another interesting one - The Starbucks Tall Latte Index. And, the results on the most and least affordable countries are counter-intuitive
1 min read


How India Shops Online
Bain & Company released the 2025 How India Shops online report, which predicts that despite a short-term slowdown, the e-retail market is set to rebound with 18%+ growth
2 min read


Q1 2025: Interesting Retail and Online Commerce Trends
Starting a quarterly series on top trends in retail & ecommerce that I find intriguing
2 min read


Why Tracking Averaged Out Business Metrics is Just Not Good Enough
Most companies measure business performance in averages. Few report or measure tail latency and yet, that makes all the difference in the experience
1 min read


Birkenstock
The business of Birkenstock, a 250 year old company with a rebirth
2 min read


The Toy Revolution in India
It's an exciting time for play-n-learn industry in India, possibly at its inflection point, and disrupting the status quo
2 min read


Hermès - Mastering Scarcity
No one creates scarcity better than luxury brand Hermès. Thanks to the brand’s fanatical fan base and the absurd lengths they’ll go for a shot at a Birkin handbag, one of the world’s most exclusive and elusive products.
2 min read


D-Mart
A quick overview on what makes D-Mart not only India's but the world's best grocer
2 min read
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