HeyJaredD2C Insider Digest
The only newsletter you need to catch up on the tectonic shifts taking place in India's direct-to-consumer landscape.
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
D2C Insider Digest: One Category, Three Playbooks (opens the original)
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D2C Insider Digest · Edition 159 <img alt="" class="sizing-normal" height="1048" src="https://substackcdn.com/image/fetch/$s_!rh_r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd3
Nua, SUGAR Cosmetics, BlissClub, Swish, DaMENSCH, Theater, ZeroHarm Sciences, Lickicious, Sorry Sugar & More 🚀 (opens the original)
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National Disruptors:1. Nua has raised $50 Mn in Series C funding led by Peak XV Partners and Filter Capital, taking total capital raised to ~$71.5 Mn. The women’s wellness brand reaches 3M+ women and girls monthly and claims its annualised revenue run rate grew from ₹100 Cr to ₹500 Cr in 24 months. Fresh capital will support brand building, distribution, R&D and new products.Read more →<div class="captioned-image-conta
Third Wave Coffee, boAt, SNITCH, Asaya, Cüraa & More 🚀 (opens the original)
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National Disruptors:1.Third Wave Coffee has raised ₹408 Cr led by WestBridge Capital to accelerate cafe expansion and scale Third Rush Desserts. With 240+ cafes, the company is targeting 320 outlets by FY-end and eight new geographies. As India’s specialty coffee market expands, Third Wave is strengthening its presence across existing markets while building a broader coffee and food experience for consumers nationwide.Read more →<
Lenskart, Titan, Honasa, Milky Mist, Bakingo, Scrubsy, Wippi & More 🚀 (opens the original)
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National Disruptors:1.Honasa Consumer reported a strong Q1 FY27, with revenue rising 27% to ₹756 crore and net profit more than doubling to a record ₹90.45 crore. Backed by improving profitability, strong brand momentum, growth in Reginald Men, and strategic expansion into wellness through Fluence Pharma, the company continues strengthening its leadership in India’s beauty and personal care market.Read more →
Nykaa, Ather Energy, River Mobility, BlissClub, Vaaree, GetVantage, Sarkar & More 🚀 (opens the original)
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National Disruptors:1.Nykaa reported a strong Q1 FY27, with revenue rising 29% to ₹2,782 crore and net profit surging 3.3X to 80 crore. The company also acquired a 51% stake in AMINU Wellness for up to 32 crore, strengthening its premium skincare portfolio through enhanced R&D capabilities and omnichannel distribution.Read more →<a class="image-link image2 is-vi
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