HeyJaredD2C Surge
A weekly post on all happenings in the Indian D2C and ecommerce space. 🚀 Rumour has it that skipping this newsletter is a bigger red flag than cart abandonment 🚩
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
🌾 Fibre First. Capital Follows. 💰 (opens the original)
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Lazy work has changed shape. As Shane Parrish puts it plainly- lazy work used to mean too little output. Now it means too much, and more work for everyone else. Tobi Lütke has a name for the newest kind of lazy work. You let AI produce something, pass it on without checking it, and look productive. Someone downstream wades through it, finds the mistakes and cleans up. He calls it a slop grenade.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!kBH2!,f_au
👀Eye Beauty Gets A Brand Builder (opens the original)
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In nineteen days the finance ministry priced UPI, the consumer affairs department redefined a discount, and the consumer protection authority fined a ride-hailing app over the colour of a slider.Three buildings, three pipelines, origins years apart, with no coordination between any of them. It reads as a squeeze only because it all surfaced in the same three weeks.The UPI charge starts 15 October. The discount rule waits until January. Every brand in this issue gets one festive season on the old
🥇 Being First Is Overrated? 🥈 (opens the original)
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Apple launched its first folding phone on Wednesday, seven years after Samsung launched theirs. ₹2,99,900 in India, rising to ₹4,49,900. The next day, Samsung bought billboards in Seoul, Tokyo and London reading “imitation is the sincerest form of flattery,” “reheating our leftovers,” and “the future unfolded here first.”Counterpoint still expects Apple to take 25% of the foldable market this year, in year one, against Samsung̵
🏰Nykaa’s Fashion War Game (opens the original)
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Novak Djokovic lost in the first round of the US Open this week. First round. The man who has won 24 Grand Slams - more than any human ever - walked out at Flushing Meadows and lost to a player ranked outside the top 50. Nobody saw it coming. Not even Djokovic.<img al
🤒Fee-ver Season🤒 (opens the original)
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This Raksha Bandhan, the fastest rakhi delivery took under five minutes. Blinkit sold 2,000 rakhis per minute at peak. Flipkart Minutes tripled year on year. Gen Z bought rakhis, smartwatches, and kurtas - all on quick commerce. Kaju Katli, delivered before the dal boiled. Meanwhile, Amazon raised seller fees, Flipkart introduced order-level penalties, and Delhivery added a per-shipment surcharge - all before festive season begins. Three tolls went up on the same road in five days. Buckle up D2C
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