CLSA Gurgaon Ecommerce · 2020-02-27 · USTRóA GROOMING FOR MEN wow/ SKIN SCIENCE CONSUMER...

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*Source: BCG Google Study, Multiple external estimates

Source: PWC NASSCOM Propelling India towards global leadership in e commerce, India Census – - -

90% New shoppers from Small Towns

4X Projected Gr in shoppers from Tier 2 (2018~2025)

Low distribution in Bharat

Gridlocked cities

Middle India shopping online

*Source: BCG Google Study

FOODS & BEVERAGES

*Source: External reports

eCOM MT GT > > MARKET SHARES MARGINS

BIG OPPORTUNITIES

SERVICING NICHE DEMAND SPACES

Beard Grooming

Sheet Masks

PRECISION MARKETING

THE MATH EQUATION FOR GROWTH

CHANGING RETAIL ECOSYSTEM IN INDIA

MODERN TRADE

KIRANA HAS BECOME THE MOST VALUABLE REAL ESTATE IN URBAN INDIA