印度D2C市場前景及投資研究報告-培訓課件外文版2024.5直銷

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TRENDSD2CmarketinIndiaCHAPTER

01MarketoverviewTotaladdressabledirect-to-consumer(D2C)marketinIndiafrom2015to2025(inbillionU.S.dollars)D2CmarketsizeinIndia2015-20251201008010080.766.46054.844.64033.126.820.820015.711.66.62015201620172018201920202021*20222023202420253Description:InIndia,thetotaladdressabledirect-to-consumer(D2C)marketisexpectedtogrowbyover15timesfrom2015to2025.In2020,thetotaladdressableD2Cmarketwasvaluedat33.1billionU.S.dollars.By2025,thetotaladdressableD2Cmarketisforecasttogrowalmostthreefoldandreach100billionU.S.dollars,withfashionandaccessoriesleadingasoneofthelargestD2CsegmentsinIndia.ReadmoreNote(s):India;2015to2020;*Fromthisyearonwards,figuresareforecasts.ReadmoreSource(s):Inc42EcommerceretailsalesacrossIndiain2022,withestimatesfor2030,bychannel(inbillionU.Sdollars)EcommerceretailsalesinIndia2022-2030,bychannel20222030*350325300250200150100507055402010Livecommerce52220OverallonlineSocialcommerceD2CQuickcommerce4Description:In2022,theoverallonlineretailsalesamountedto70billionU.S.dollarsinIndia.Socialcommercehadthehighestsalesatfivebilliondollarsamongotheronlinesaleschannels.Additionally,socialcommercesalesarelikelytoincreaseto55billiondollarsby2030.ReadmoreNote(s):India;2022;*Estimate.ReadmoreSource(s):DeloitteIndiaShareofdirect-to-consumermarketsizeinIndiaduringfinancialyear2022,bychannelShareofD2CmarketsizeIndiaFY2022,bychannelOffline15%Directonlinechannel(DOC)21%Marketplace64%5Description:Thedirect-to-consumermarket,knownastheD2Cmarkethadasizeofabout12billionU.S.dollarsinIndiainthefinancialyear2022.Themajorityofthismarketofabout64percentconsistedofthemarketplacesectorinthecountrythatyear.

ReadmoreNote(s):India;FY2022Source(s):Shiprocket;VarioussourcesDistributionofdirecttoconsumer(D2C)ecommercesectorinIndiaduringfinancialyear2022,bycategoryShareofD2CecommercesectorIndiaFY2022,bycategoryShareofD2Cecommerce10%0%5%15%20%25%FashionandapparelBeautyandpersonalcareFoodandbeveragesHomedecor23%21%20%11%FitnessandwellnessOther9%15%6Description:Thefashionandapparelcategoryledthedirecttoconsumere-commercesectorwithashareof23percentinthefinancialyear2022inIndia.Bycontrast,fitnessandwellnessaccountedforninepercentoftheD2Ce-commercesector.

ReadmoreNote(s):India;FY2022Source(s):DeloitteIndiaLeadingdirect-to-consumer(D2C)brandsincross-bordere-commerceinIndiainfinancialyear2022,byrevenue(inmillionU.S.dollars)MajorD2Ccross-bordere-commercebrandsIndiaFY2022,byrevenueRevenueinmillionU.S.dollars050100150200250300350400450500NykaaboAt472360Lenskart195Mamaearth117Wakefit80WowskinscienceSugar4328BombayShavingCompanyChumbak1387Description:Nykaawastheleadingdirect-to-consumer(D2C)brandincross-bordere-commerceinIndiawitharevenueof472millionU.S.dollarsinfinancialyear2022.NykaaisanIndiane-commercebrandwhichwasfoundedin2012.ItsellsitsproductsinIndiaaswellasininternationalmarketsthroughdifferentchannelssuchaswebsitesandmobileapps.ReadmoreNote(s):India;FY2022Source(s):Inc42CHAPTER

02FundingandinvestmentMostfundeddirect-to-consumerstartupsinIndiain2022(inmillionU.S.dollars)FundingraisedbyD2CstartupsinIndia2022FundingraisedinmillionU.S.dollars100050150200250Lenskart205LiciousCountryDelightFirstcry150108100FreshFood68boAt6157CaptainFreshSugarCosmetics509Description:During2022,Lenskartwasthemost-fundeddirect-to-consumer(D2C)startupinIndia,with205millionU.S.dollarsraised.Incomparison,Liciousamassedinvestmentsfor150millionU.S.dollarsduringthesameperiod.

ReadmoreNote(s):India;2022Source(s):Inc42Valueoffundingfore-commerceacrossIndiain2022,bysubsector(inmillionU.S.dollars)Valueoffundingfore-commerceinIndia2022,bysubsector1,8001,7001,6001,4001,2001,0008001,4825946004001762000D2Ce-commerceB2Be-commerceMarketplaceRoll-up10Description:TheD2C(direct-to-consumer)e-commercehadthehighestfundingvalueof1.7billionU.S.dollarsinIndia.Incomparison,marketplacehadafundingvalueof594millionU.S.dollarsduringthesameyear.ReadmoreNote(s):India;2022Source(s):Inc42Investmentvalueofapparelandfootwearindirect-to-consumersectorinIndiafromJanuary2021toApril2022,bybrand(inmillionU.S.dollars)KeyinvestmentsinapparelandfootwearinD2CsectorIndia2021-2022,bybrandInvestmentvalueinmillionU.S.dollars050100150200250300350400450440500LenskartBewakoof19161310DamenschFTheSouledStoreXYXX7Freecultr5FabAlley43Neeman'sSolethreadsFlatheads2111Description:Lenskart,anopticalprescriptioneyewearretailchainhadthehighestinvestmentvalueof440millionU.S.dollarsfromJanuary2021toApril2022.TheapparelandfootwearmarketintheD2CsectorwasestimatedtobeaboutthreebillionU.S.dollarsinfinancialyear2022acrossIndia.ReadmoreNote(s):India;January2021toApril2022Source(s):ConfederationofIndianIndustry;PraxisGlobalAlliance;ShiprocketInvestmentvalueofgroceryandgourmetindirect-to-consumersectorinIndiafromJanuary2021toApril2022,bybrand(inmillionU.S.dollars)KeyinvestmentsingroceryandgourmetinD2CsectorIndia2021-2022,bybrandInvestmentvalueinmillionU.S.dollars050100150200250300350400395450LiciousCountrydelightVAHDAMIndiaTenderCuts114241912FipolaSleepyOwl7TheWholeTruthFoodsAkshayakalpaOrganicLo!Foods652Snackible1TrueElements112Description:Licious,Bengaluru-basedmeatandseafoodbrandshadthehighestinvestmentvalueof395millionU.S.dollarsfromJanuary2021toApril2022.ThegroceryandgourmetmarketintheD2CsectorwasestimatedtobeaboutfourbillionU.S.dollarsinfinancialyear2022acrossIndia.ReadmoreNote(s):India;January2021toApril2022Source(s):ConfederationofIndianIndustry;PraxisGlobalAlliance;ShiprocketInvestmentvalueofpersonalcareindirect-to-consumersectorinIndiafromJanuary2021toApril2022,bybrand(inmillionU.S.dollars)KeyinvestmentsinpersonalcareinD2CsectorIndia2021-2022,bybrandInvestmentvalueinmillionU.S.dollars010203040506070809088100MamaearthWOWSkinScienceBombayShavingCompanymCaffeine50373635PlumGoodnessSugarCosmeticsFiama211110JuicyChemistryNua77TheManCompanyNatHabit4JustHerbs113Description:ThepersonalcaremarketinD2CsectorwasestimatedtobeabouttwobillionU.S.dollarsinfinancialyear2022acrossIndia.Mamaearth,theIndianunicornpersonalcarebrandhadthehighestinvestmentvalueof88millionU.S.dollarsfromJanuary2021toApril2022.ReadmoreNote(s):India;January2021toApril2022Source(s):ConfederationofIndianIndustry;PraxisGlobalAlliance;ShiprocketInvestmentvalueofjewelryindirect-to-consumersectorinIndiafromJanuary2021toApril2022,bybrand(inmillionU.S.dollars)KeyinvestmentsinjewelryinD2CsectorIndia2021-2022,bybrandInvestmentvalueinmillionU.S.dollars0510152025303540BluestoneMelorra3626GIVAJewellery14Pipabella

0.114Description:Bluestone,TataCompany-backedjewelryretailerhadthehighestinvestmentvalueof36millionU.S.dollarsfromJanuary2021toApril2022.ThejewelrymarketintheD2Csectorwasestimatedtobeabout198millionU.S.dollarsinfinancialyear2022acrossIndia.ReadmoreNote(s):India;January2021toApril2022Source(s):ConfederationofIndianIndustry;PraxisGlobalAlliance;ShiprocketCHAPTER

03GroceryandgourmetFundsraisedbyfoodandbeverageD2CstartupsinIndiaasofJuly2022(inmillionU.S.dollars)FundsraisedbyfoodandbeverageD2CstartupsIndia2022FundsraisedinmillionU.S.dollars150

200050100250300350400LiciousiDFreshFoodChaayos36010498VahdamIndiaPaperBoatHappilo62.355.3438TenderCutsKapivaAyurvedaLahori1915.7715DogseeChewSlurrpfarmTrooGoodStoria13.997.4616/statistics/1325192/india-d2c-startups-funds-raisedAsofFebruary2023,Liciousraisedthemostfundsinthefoodandbeveragedirect-to-consumer(D2C)startupinIndia,with360millionU.S.dollars.Incomparison,EatBetterraisedatotalfundingof730thousandU.S.dollarsduringthesameyear.

ReadmoreNote(s):India;February,2023Source(s):Inc42RevenuefromoperationsofLiciousforfinancialyear2020to2022(inbillionIndianrupees)RevenuefromoperationsofLiciousFY2020-20228765436.834.1521.3210FY2020FY2021FY202217Description:Infinancialyear2022,theoperatingrevenueofLiciousamountedtoaboutsevenbillionIndianrupees.Therewasasignificantincreaseinrevenueascomparedtothepreviousyear.LiciousisIndia'sD2CcompanythatdeliversmeatandfishandisheadquarteredinBengaluru,Karnataka.ReadmoreNote(s):India;FY2020toFY2022Source(s):ENTRACKRRevenuefromoperationsofCountryDelightforfinancialyear2020to2022(inbillionIndianrupees)RevenuefromoperationsofCountryDelightFY2020-202265435.433.212101.75FY2020FY2021FY202218Description:Infinancialyear2022,CountryDelight'srevenuefromoperationswasoverfivebillionIndianrupees.CountryDelightisaGurugram-basedD2Cdairycompanythatdeliversfreshmilkanddairyproductstoconsumers.

ReadmoreNote(s):India;FY2020toFY2022Source(s):ENTRACKRRevenuefromoperationsofFreshToHomefromfinancialyear2020to2022(inmillionU.S.dollars)RevenuefromoperationsofFreshToHomeFY2020-202216141210813.538.96643.0420FY2020FY2021FY202219Description:Infinancialyear2022,FreshToHomereportedanoperatingrevenueofabove13.5millionU.S.dollars.Therewasasignificantincreaseinrevenueascomparedtothepreviousyear.FreshToHomeisanonlineD2Cbrandthatdeliversfreshmeat,poultry,fish,andseafood.ReadmoreNote(s):India;FY2020toFY2022Source(s):ENTRACKRCHAPTER

04BeautyandpersonalcareRevenueofbeautyandpersonalcarestartupsinIndiainfinancialyear2020,bycompany(inmillionU.S.dollars)RevenueofbeautyandpersonalcarestartupsIndiaFY2020,bycompanyRevenueinmillionU.S.dollars050100150200250NykaaMamaEarth228.715.314.4SugarCosmeticsBeardo10.87.3PureplayMyGlamm6.45.55.4mCaffeineTheManCompanyTheMomsCo3.1Arata

0.521Description:Infiscalyear2020,Nykaahadthehighestrevenueofabout229millionU.S.dollarsinthebeautyandpersonalcarestartupsinIndia.ThiswasfollowedbyMamaEarthwitharevenueof15.3millionU.S.dollarsduringthesameyear.

ReadmoreNote(s):India;FY2020Source(s):Inc42RevenueofNykaaE-RetailPrivateLimitedfromfinancialyear2018to2023(inbillionIndianrupees)Nykaa'srevenueFY2018-2023605040302051.4431.9422.0516.0311.61105.550FY2018FY2019FY2020FY2021FY2022FY202322Description:TheIndianonlinemarketplaceNykaaexperiencedanexponentialgrowthsince2018.StartingwitharevenueofonlyalittlemorethanfivebillionIndianrupees,theyearlyrevenueamountedto51billionrupeesinthefiscalyear2023.ReadmoreNote(s):India;FY2018toFY2023Source(s):NykaaRevenuefromoperationsofMamaearthfromfinancialyear2019to2022(inbillionIndianrupees)RevenuefromoperationsofMamaearthFY2019-20221099.4387654.614321.110.170FY2019FY2020FY2021FY202223Description:Infinancialyear2022,theoperatingrevenueofMamaearthamountedto9.4billionIndianrupees.Thiswasanincreaseascomparedtothepreviousfinancialyear.MamaearthisanIndianD2Cbrandthatmanufacturestoxic-freebeautyandpersonalcareproducts.ReadmoreNote(s):India;FY2019toFY2022Source(s):ENTRACKRRevenuefromoperationsofSugarCosmeticsfromfinancialyear2019to2022(inmillionIndianrupees)RevenuefromoperationsofSugarCosmeticsFY2019-20222,5002,0001,5002,2201,2641,037.11,0005000571.4FY2019FY2020FY2021FY202224Description:Infiscalyear2022,therevenuefromoperationsofSugarCosmeticsamountedto2.22billionIndianrupeesinIndia.Thiswasasignificantincreaseascomparedtothepreviousyear.SugarCosmeticsisafast-growingluxurycosmeticscompanywithheadquartersinMumbai,India.ReadmoreNote(s):India;FY2019toFY2022Source(s):ENTRACKRRevenuefromoperationsofBombayShavingCompanyforfinancialyear2021and2022(inmillionIndianrupees)RevenuefromoperationsofBombayShavingCompanyFY2021-20221,2001,000800999.36003774002000FY2021FY202225Description:TherevenuefromoperationofBombayShavingCompanywasover999millionIndianrupeesinfiscalyear2022.Thiswasthricetheincreaseinrevenueascomparedtothepreviousyear.BombayShavingCompanyisanonlinepersonalcareandgroomingbrandformenwithheadquartersinDelhi,India.ReadmoreNote(s):India;FY2021andFY2022Source(s):Inc42CHAPTER

05OtheradvancingbrandsRevenuefromoperationsofFirstCryfromfinancialyear2019to2022(inbillionIndianrupees)RevenuefromoperationsofFirstCryFY2019-2022302520151024.0116.038.155.0850FY2019FY2020FY2021FY202227Description:TherevenuefromoperationsofFirstCrywasover24billionIndianrupeesinthefiscalyear2022.Thiswasanincreaseinrevenueascomparedtothepreviousfinancialyear.FirstcryisanIndianD2Ccompanythatsellsbabyandkidsproducts.

ReadmoreNote(s):India;FY2019toFY2022Source(s):ENTRACKRRevenuefromoperationsofBoAtfromfinancialyear2019to2022(inbillionIndianrupees)RevenuefromoperationsofBoAtFY2019-2022353025201510528.7315.1272.390FY2019FY2020FY2021FY202228Description:Infinancialyear2022,theoperatingrevenueofBoAtwasworthabout29billionIndianrupees.BoAtisanIndianconsumerelectronicscompanythatmanufacturesearbuds,stereoheadphones,portablechargers,andcables.

ReadmoreNote(s):India;FY2019toFY2022Source(s):ENTRACKRRevenuefromoperationsofWakefitforfinancialyear2020to2022(inbillionIndianrupees)RevenuefromoperationsofWakefitFY2020-202276546.334.0931.97210FY2020FY2021FY202229Description:Infinancialyear2022,theoperatingrevenueofWakefitwas6.33billionIndianrupees.Therewasanincreaseinrevenueascomparedtothepreviousyear.Wakefitisanonlinefurniturecompany,headquarteredinBangalore,India.

ReadmoreNote(s):India;FY2020toFY2022Source(s):ENTRACKRRevenuefromoperationsofNoiseforfinancialyear2020and2022(inbillionIndianrupees)RevenuefromoperationsofNoiseFY2020-202298765437.933.732101.56FY2020FY2021FY202230Description:Infiscalyear2022,theoperatingrevenueofNoisewas7.9billionIndianrupees.NoiseisanIndiantechcompanythatsellsaffordableaudiowearablessuchasearbuds,headphones,earphones,smartwatchesandaccessories.

ReadmoreNote(s):India;FY2020toFY2022Source(s):ENTRACKRRevenuefromoperationsofHealthkartforfinancialyear2020and2021(inbillionIndianrup