HeyJaredPerformonks
The Great Indian FMCG industry needs a new playbook. Digital has unbundled supply and demand side and armed consumers with choice. Yet, the industry remains Strategy Blind™. Legacy FMCG sees a market of the past, while D2C sees the cap table.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 12, 2026
Latest issues
The pink CEO in a flock of white sheep (opens the original)
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11k+ operators across Substack and Linkedin, read The India Playbook™ → my thesis on why The Great Indian FMCG industry™ is not over-competed but under-strategised and how to grow strategically. Join them here.TL:DR: In The Strategy Goldilocks Sentence, I wrote that having a great strategy isn’t enough, you have to transmit it through a strategy sentenc
The Strategy Goldilocks Sentence (opens the original)
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11k+ operators across Substack and Linkedin, read The India Playbook™ → my thesis on why The Great Indian FMCG industry™ is not over-competed but under-strategised and how to grow strategically. Join them here.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!iWLm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F43ff9644-3b81
When new technology dissolves old moats - Diamonds Vs. Swiss Watches (opens the original)
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Between Substack and Linkedin, 11k+ operators read The India Playbook™ → a thesis on how to grow The Great Indian FMCG industry™. Join them here.TL;DR: When technology shatters old moats, new moats must be built. Lab grown diamonds have dulled the sparkle of De Beers’ moat. in the 1880s, Japan’s Quartz technology disrupted the Swiss Watchmaking industry. But instead of sending them to their grave, it became an opportunity to forge value in two opposite directions. The diamond industry can learn
Colgate is borrowing BSC’s D2C capability. What will be the real win? (opens the original)
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11k+ operators across Substack and Linkedin, read The India Playbook™ → my thesis on why The Great Indian FMCG industry™ is not over-competed but under-strategised and how to grow strategically. Join them here.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!z5Vv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpubli
The Strategy Eyesberg™ (opens the original)
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11k+ operators across Substack and Linkedin, read The India Playbook™ → my thesis on why The Great Indian FMCG industry™ is not over-competed but under-strategised and how to grow strategically. Join them here.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!OBR2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9fdf4f50-468e
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