Blog/Leadership Insights
Cracks in the Cola Kingdom: Why India’s Duopoly is Facing Its Toughest Test Yet

For nearly three decades, India’s cola story has been told as a rigid, two-player script: Coca-Cola versus PepsiCo, fighting it out on distribution scale, high-octane advertising, and tactical price points. Today, that script is finally being rewritten.
A structural shift is currently sweeping the market. Reliance’s revival of Campa, ITC’s launch of Coconut Cola, and a rapidly growing bench of regional Indian challengers are collectively reshaping how growth, value, and “cool” are defined in India’s soft drinks market.

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Beyond the Store Count: Why India’s Retailers Must Prioritize Trust Over Valuation

The narrative surrounding India’s consumer retail sector is currently dominated by a single metric: scale.
Driven by rising aspirations and digital connectivity in Tier II, III, and IV cities, domestic value retailers are executing aggressive expansion playbooks. The headlines are filled with stories of brands doubling their store counts, penetrating deep into regional micro-economies, and fiercely chasing high valuations.

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From Sneakers to Skins – How Gen Z & Gen Alpha are Rewiring Footwear & Accessories 

From Customization to Digital Wearables: What Gen Z and Gen Alpha Mean for Footwear & Accessories Strategy
In the rapidly evolving world of fashion and lifestyle, footwear and accessories have moved far beyond the realm of pure functionality. For Gen Z and Gen Alpha, these categories are now key building blocks of identity – tools to curate how they show up across social feeds, gaming avatars and real-world communities. When brands treat them as static products instead of dynamic, expressive touchpoints, relevance erosion begins quietly and then accelerates.

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Beyond the 10-Minute Promise: Arvind Singhal on the New Battleground in India’s Q-Commerce Market

India’s quick commerce (Q-commerce) sector is undergoing a profound structural evolution. While the narrative has historically been driven by headline-grabbing 10-minute delivery promises, the operational reality on the ground tells a very different story. The true battleground is shifting away from pure delivery speeds and moving squarely into the complexities of the fresh-produce supply chain.

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A Costly Ride Ahead? Why India’s New-Age Internet Firms Face a Profitability Stress Test

India’s listed new-age consumer internet firms have just come through a relatively steady March quarter, with most reporting revenue growth broadly in line with expectations and improving operating metrics. Yet, as highlighted in a recent ETtech report, the next leg of this journey looks far more challenging. Rising fuel, packaging, freight and raw material costs are converging with uneven consumer sentiment, particularly across food delivery, quick commerce, ecommerce, beauty, eyewear, furniture and logistics.

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