The world is looking towards Southeast Asia as a bright spot for growth and experimentation amidst global turbulence.
We see consumers become more value-seeking in the shorter term, while some of their ‘wants’ have emerged to become new ‘needs’. Gen Z is an influential segment due to their size and growing spending power. While they may have different values, they are not that different from the other generations when it comes to online shopping and experimenting with tech. We also see the rise of the solo economy that is starting to redefine engagement models.
Insurgent disruptors have been increasingly gaining market share in the region by addressing these evolving consumer trends. With unparalleled diversity in the region, we also look at how the role of personalization and AI is growing to help businesses meet consumers where they are.
Read the full report to discover how to lead the region’s next consumer growth wave.
Unlocking Our Next Phase of Growth: Final Close of Fund IV at $114 million
We are incredibly grateful and proud to announce the final close of DSGCP IV at $114M! In the past decade, we have been privileged to partner with mission driven founders across India and Southeast Asia as they build the next generation of category-defining brands.
Southeast Asia, it is time to hit the gym.
Who doesn't want washboard abs and to look great in a bikini? 'Fitness' is a broad term and includes everyone from the Arnold Schwarzenegger wannabe to the midlife crisis weekend warrior, to the spinach-eating spin class goer, to the ultra-marathon runner. For some, the goal is to get a six-pack. For others, it is a means to live longer and better. However, every fitness enthusiast is united by a common aspiration - the desire to become better than they currently are. No matter the method-- weights, HIIT, Pilates, or running, we all have the desire to be in shape. The number of gyms and fitness centers is growing rapidly, as more and more people aspire to reach their fitness goals. In this modern day and age, it is difficult to walk the streets without finding gyms and fitness studios everywhere. They've sprouted like mushrooms and have proliferated widely.
Game Changers: The Insurgent Consumer Brands Playbook
India’s emerging consumers—both Gen Z and millennials—demand more, better, and faster. To serve their needs, a new breed of consumer brands has emerged. We define them as “insurgent consumer brands.” These brands operate with a sense of insurgency and are on track to capture an outsized share of growth in consumption. These brands have a clear sense of purpose and are winning the hearts of underserved customers in India.
Why We Partnered with Rosé All Day: Indonesia’s Insurgent Cosmetics and Skincare Brand
We are elated to announce our partnership with Rosé All Day (RAD), Indonesia’s trailblazing beauty sensation that empowers women to shine. Founded in 2017 by Cindy Gunawan and Tiffany Danielle, RAD is an omnichannel, back-to-basics colour cosmetics and skincare brand that caters to young, ambitious women who want to look and feel good by embracing their “real-est” selves. Its vision is to be Indonesia’s leading beauty and personal care (BPC) brand for all progressive and aspiring women who believe in the elegance of “looking like the best version of you.”
Why We Partnered with Farmley: the opportunity to build India's most loved dry fruits and nuts brand!
We are excited to announce our investment in Farmley, where co-founders Akash Sharma and Abhishek Agarwal are on a mission to build India’s most loved dry fruit
Explore more Podcasts
Lessons Learned from Two Decades of Consumer Investing
In conversation with Jason Stoffer, Partner at Maveron, a leading early-stage consumer venture fund in the U.S. that has partnered with companies including eBay, Circle up, General Assembly, Allbirds, and Modern fertility. A wide-ranging discussion, Jason covers lessons learned from two decades of consumer investing in the U.S on topics such as founder traits and best business practices.
Creativity & Innovation – The Fuel to $100M+ Businesses
We had the privilege of hosting serial entrepreneur and consumer products whiz Eric Ryan on our talk series, #BRICKbyBRICK, for a session on Creativity & Innovation: The Fuel to $100 Million Businesses.'