Interstellar by Stellaris
Interstellar by Stellaris
Podcast Description
Interstellar takes you behind the scenes with the stellar founders, business builders, and next-gen leaders driving India’s startup ecosystem. Hosted by the Stellaris team, our conversations explore the bold strategies, resilience-building setbacks, and transformative scale that define some of India’s most remarkable businesses. Whether you’re a builder, dreamer, or simply curious, join us as we uncover the insights fueling these journeys.
Podcast Insights
Content Themes
The podcast focuses on the intricacies of startup strategies, operational challenges, and innovative growth models. Episodes feature specific topics like the evolution of Indian e-commerce through guests like Kirti Varun, discussing themes such as the profitability journey of Meesho, the dynamics between major players like Amazon and Flipkart, and explorations of unique business models like zero-commission revenue.
Interstellar takes you behind the scenes with the stellar founders, business builders, and next-gen leaders driving India’s startup ecosystem. Hosted by the Stellaris team, our conversations explore the bold strategies, resilience-building setbacks, and transformative scale that define some of India’s most remarkable businesses. Whether you’re a builder, dreamer, or simply curious, join us as we uncover the insights fueling these journeys.
Why is this a Quick Commerce category and not e-commerce or offline-first?
What’s the right to exist for a vertical player – why won’t horizontal platforms win here?
Does this category demand a unique buying experience?
And finally – how do the unit economics scale to a large outcome?
In this episode of Interstellar, Rahul Chowdhri and Mayank Jain unpack India’s Vertical Quick Commerce opportunity, breaking it down across Fashion, Baby & Kids, and Beauty using this framework.
Reach Mayank Jain:
X: https://x.com/jainmayank_943
LinkedIn: https://www.linkedin.com/in/mayankjain943/
Reach Rahul Chowdhri:
X: https://x.com/rchowdhri
LinkedIn: https://www.linkedin.com/in/rahulchowdhri/
In this episode, we cover:
(00:00): Coming Up
(01:21): Introduction
(02:03): Framework to evaluate Vertical Quick Commerce
(02:45): Is this a Quick Commerce category?
(03:56): Why will horizontal platforms not win?
(05:03): Will the economics work out?
(06:11): Does the category demand a unique buying experience?
(08:05): Fashion category deep dive (need for quick commerce)
(09:17): Value proposition for Fashion Quick Commerce over E-commerce
(11:02): Trade-offs between Quick Commerce & E-commerce
(14:33): At home try-and-buy experience
(16:07): How will economics work?
(19:24): Competing against Myntra
(21:27): Building a GenZ-focused fashion quick commerce
(23:40): Areas founders should focus on
(26:55): Baby & Kids category deep dive (need for quick commerce)
(30:01): Why not offline for Kids apparel?
(31:57): Competing against Firstcry
(33:23): Private label economics in apparel
(35:36): Customer spend & market expansion
(36:30): Why not horizontals for Kids consumables?
(37:53): Beauty category deep dive (need for quick commerce)
(40:59): Differentiated buying experience in beauty
(41:31): Economics in beauty category
(42:42): Frequency of buying in beauty category
(43:37): Conclusion & other promising categories
Find us on
YouTube – https://www.youtube.com/@StellarisVenturePartners
Visit our website at www.stellarisvp.com
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