Suraj Yadav

Lenskart Solutions shares fell around 3% in early trade on September 21, touching ₹683 on the NSE, after a large block deal worth around ₹2,468 crore. Around 3.6 crore shares, representing 2.07% of the company’s equity, changed hands at around ₹688 per share. The transaction comes after Lenskart witnessed other sizeable block deals in August. The sharp move has brought the Lenskart share price back into focus, particularly as the stock had recently touched a record high of ₹725. I’ve covered the block deal, the share price movement, the stake involved, and the key details behind Monday’s fall in my latest article. 👉 Read the full article: https://lnkd.in/gRUg-Fp9 #LenskartSolutions #LenskartSharePrice #StockMarket #IndianStockMarket #BlockDeal #ShareMarket #MarketNews #Stocks #Investing

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Treating Tier-2 India like a metro is one of the biggest distribution mistakes in FMCG. In Bharat’s markets: 📶 Networks drop 🏪 Retail is fragmented 🚚 Distribution is complex If your SFA/DMS can’t handle this reality, execution suffers. #MAssist 2026 playbook breaks down how to fix it. 👉 https://lnkd.in/gDFj_rVW #FMCG #Distribution #RetailExecution #BharatGrowth #DMS

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Your customer is not who you think they are. 🎯 I see this pattern repeat across D2C brands constantly. Teams spend months perfecting packaging, writing sharp copy, and scaling ad spends - all anchored to a customer persona built from gut feel, not data. 📊 A premium D2C skincare brand was convinced their core buyer was a metro-dwelling, high-income woman, aged 25–35, shopping purely on aspiration and brand aesthetics. Their pricing, influencer mix, and entire digital spend spoke to one customer segment. 💄 Then something unexpected showed up in their order data. A disproportionate number of repeat buyers were coming from Tier 2 cities. And they weren't bargain hunters. They were leaving detailed reviews. They had high LTV. They were actively recommending the brand in WhatsApp communities. 🤍 When we ran their customer base through Karma enrichment, the picture became clear. LSI 02 (Affluent New Wealth) was their assumed core. ✅ But nearly 25% of their most loyal, high-repeat customers belonged to LSI 04 (Conservative Middle Class) - a segment with entirely different content habits, purchase triggers, and trust signals. The brand had been invisible to them by design. Not by choice. 👀 The opportunity wasn't just retention. Their TAM had quietly expanded and they hadn't even noticed. This is exactly the gap Kentrix was built to solve. 🚀 🔵 Karma : Define your real ICP using behavioral and economic signals, not assumptions 🟢 Geomarketeer : Map where those customers actually live, so expansion into new pin codes, dark stores, or quick-commerce nodes is grounded in reality 🔵 Persona 360 :Reach high-intent audiences across digital channels with messaging that actually resonates From knowing your true customer → to finding more of them → to engaging them where they already are. 🔄 The D2C brands that scale profitably aren't the ones with the loudest ads. They're the ones who stopped making assumptions first. 💡 Are you building your ICP from data or from a meeting room? Drop your thoughts below 👇 Kentrix.ai Rahoul Anders Divyansh Raghuvanshi #D2C #PremiumD2C #ConsumerIntelligence #CustomerSegmentation #DataDrivenMarketing #D2CGrowth #BrandStrategy #LocationIntelligence #Kentrix #IndiaD2C #MarTech #GrowthStrategy #CustomerInsights #D2CIndia

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Key Recent Developments in Retail • Surge in holiday-season sales & changing consumer behaviour According to Retailers Association of India (RAI), India’s retail sector grew ~11% during the 87-day festive period (Aug–Oct 2025), driven by value-priced categories (e.g. apparel/footwear under ₹2,500). Business Standard +1 In broader holiday shopping globally / online, Adobe Analytics forecasts that U.S. Cyber Monday 2025 spending will hit a record US$14.2 billion, boosted by use of AI-powered shopping tools. Reuters In India, budget-conscious consumers appear to be favouring essentials and value deals — a possible reflection of broader economic caution. • Big growth and investments in organised retail + real estate In Q3 2025, India’s retail real estate leasing jumped ~45% YoY; demand was particularly strong for fashion, food & beverage (F&B), and entertainment segments. Business Standard Organised retail’s long-term outlook remains robust. According to industry forecasts, India’s organised retail market is projected to nearly double by 2030. India Brand Equity Foundation +1 • Retail going high-tech: AI, omnichannel, and digital transformation Across India, retail & e-commerce players are increasingly adopting AI, automation, and data analytics — not just for marketing, but for inventory management, personalization, fraud detection, and supply-chain optimization. GlobeNewswire +1 Globally, the trend of “omnichannel retail” — blending online and offline shopping — remains strong: consumers expect seamless experiences across apps, websites, and physical stores. Trust Payments +1 Retailers are rethinking in-store experiences: physical stores are being redesigned to provide immersive, community-oriented, or value-added experiences (e.g. virtual try-ons, smart checkouts), making them more than just points of sale. Microsoft +1 • Shifts in consumer mindset: value, purpose and “intentional” buying A growing segment of consumers — especially younger shoppers like Gen Z — are shopping more intentionally: emphasising authenticity, value for money, and emotional/spiritual satisfaction over conspicuous consumption. The Guardian +1 This shift is prompting retailers to offer more value-oriented products (private labels, budget-friendly lines), while also finding ways to “connect” with customers beyond just transactions — e.g. loyalty programs, community events, and in-store experiences.

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1. Indian Fashion Market — Growth, Shifts & Consumer Trends 📈 Market Size & Expansion • India’s fashion and apparel market is a massive and rapidly growing consumer category. The total clothing and fashion industry is estimated at over ~USD 116 billion in 2025, with projections to reach around ~USD 178 billion by 2035 at a moderate CAGR of ~4–4.3% annually. • Segment-specific forecasts show robust expansion of fashion retail at ~12.9% CAGR in the near term, driven by digital channels and discretionary spend recovery. • Premium and accessible luxury fashion segments are especially entering a strong uptrend, with mid-premium apparel growing ~25% annually and premium segments even faster (≈45% CAGR in some cohorts). 👗 Consumer Behavior Shifts • Branded apparel is outpacing unbranded: Consumer preference is shifting to brands that deliver quality, style identity, and experiential value. • Festive and D2C surges: Fashion, along with beauty, dominated festive e-commerce activity in recent seasons, accounting for nearly half of online orders during peak periods — an important indicator of discretionary consumer confidence and lifestyle prioritization. • There’s a noticeable pivot toward private labels and digital-native brands, as 52% of consumers reportedly switch to private label quality offerings, indicating evolving value perceptions. 🧵 Retail & Distribution Transformation • Traditional retail is being rapidly complemented by omnichannel experiences and e-commerce platforms. • Value fashion chains have significantly increased their physical footprint, doubling store counts over five years, signalling strong consumer demand for affordable, trend-led fashion. • Online fashion retail alone is expanding at double-digit rates compared to brick-and-mortar, a factor transforming wardrobe buying patterns across urban and semi-urban India. 📊 Demographics & Lifestyle • India’s millennial and Gen Z consumers are driving demand for fashion that reflects personal style, cultural hybridity, and social media trends. • Lifestyle shifts, including remote work, fitness culture, and social sharing, are supporting activewear, contemporary ethnic wear, and hybrid fashion growth segments. ⸻ 🌸 2. Fragrance Market — Rapid Growth & Changing Consumer Preferences 🧴 Robust Market Expansion • India’s perfume and fragrance market has shown double-digit growth via both online and in-store channels, with e-commerce perfume sales rising ~25–30% year-over-year. • Market research projects growth continuing strongly, with forecasts suggesting the fragrance sector could triple in size over the next decade (e.g., from ~USD 1000 M in 2024 to over USD 3200 M by 2033 at ~13.9% CAGR).

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Lenskart Expands With 2,600+ Stores And New Telangana Manufacturing Hub BTTV’s Aastha Chopra spoke to Peyush Bansal, Co-founder and CEO of Lenskart, and Abhishek, CFO, on the company’s IPO announcement and future roadmap. Lenskart currently operates over 2,600 stores and is adding more across India and abroad. The company is also building its largest manufacturing hub in Telangana, complementing existing facilities in Gurgaon and Devadhi. Abhishek highlighted that 40% of revenues come from overseas, while in India, eye tests surged from 6 million two years ago to 16 million last year, growing at a 50% CAGR. With an NPS of 78–79%, peyush said that Lenskart plans deeper penetration in tier-1 to tier-3 cities and expansion in Southeast Asia, the Middle East, and Japan. Watch: https://lnkd.in/gVHPCrjS | #Lenskart #LenskartIPO #PiyushBansal #PeyushBansal #Eyewear #StartupIndia #MakeInIndia #VisionCorrection #BusinessNews #StockMarket #IPO

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Beauty e-commerce firm Purplle reported a significant reduction in its net loss for FY25, improving from ₹124.1 Cr to ₹69.4 Cr. This was driven by a remarkable revenue growth of 101.2%, fueled largely by an increase in product sales.

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D2C beauty and skincare brand Foxtale’s net loss widened 32.5% to INR 72.7 Cr in the financial year ended March 2025 (FY25) from INR 54.8 Cr in the previous fiscal year, as its cash burn increased with the rise in sales. The startup’s operating revenue surged 138.7% to INR 198.7 Cr during the year under review from INR 83.2 Cr in FY24. Including other income of INR 7.5 Cr, total revenue jumped 2.4X to INR 206.2 Cr. Founded in 2021 by Romita Mazumdar, Foxtale sells skincare products such as serums, masks, moisturisers, face washes, sunscreens, among others. The startup claims to have served more than 15 Lakh customers through its portfolio of 20 SKUs. Foxtale sells its products through its website, ecommerce marketplaces, quick commerce platforms, and offline retail stores. Read the full article here- https://4-2.co/4pmSWw6 #news #Inc42 #D2C #BPC #financials #financialnews #Indianstartups #startups #expenses #India

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