Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikRahul Garg: Partner, General Catalyst 0:00 Coming Up1:13 Intro & Welcome to Rahul Garg1:59 The Q-Comm Disruption - or Evolution? 6:51 Grocery & QuickCommerce12:39 Thoughts on Big Box Retailers17:38 Does “Quick” Really Matter?22:13 Grocery & Food Margin Outlook28:30 DMart vs Q-Comm - ROE Analysis32:40 A Deepdive on “Fresh” 36:56 Horizontal vs Vertical Market Opportunities41:41 Q-Comm for Fashion - Does it Work?46:12 “Try and Buy" in Quick Fashion48:39 Nature of Demand in Fashion 52:02 Understanding User Behaviour in Fashion 57:00 Understanding Fashion Logistics & Operations1:01:33 QComm for Health & Wellness - Pharmacy1:06:21 Opportunities in Quick Health1:08:45 Opportunities for Logistics Players1:16:44 The Need for Non-Enterprise D2C Logistic Players1:25:47 Thoughts on Conflicting OKRsCharts from the episode:https://drive.google.com/file/d/1zUiVcIYLxjM7Iqe6QAFeMijPp_RHQs2o/view?usp=drive_link

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Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst

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