Beauty, Cooks, & More; Quick Services can be Next Big Category? The 2030 Consumer ft. Naman & Varun

India's quick services industry is massive, deeply fragmented and largely untouched. The consumer pain is real, the supply is ready and the infrastructure has never been better. The opportunity to organize this space and build something enduring is right now.

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In this episode of The 2030 Consumer Podcast, @Naman Lahoty and Varun Agarwal from Stellaris map out where the real opportunity lies in quick services. Which categories have the best unit economics? And what does a defensible, high-frequency quick services business actually look like?

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‍00:00 Coming up

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‍1:07 Introduction

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‍2:06 Why do I need organized quick services?

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‍3:16 Issue with conventional services

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‍4:50 How do you uplift quality with the same supply?

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‍9:56 Where’s the need for quick services in tier-two cities?

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‍11:41 Failed in 2014, what’s changed?

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‍15:09 Negative margins, do the economics work?

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‍17:21 Bad economics today, steady state bet?

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‍21:23 Does CAC even matter here?

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‍22:35 Horizontal platform or vertical plays?