Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Rahul Garg: Partner, General Catalyst 0:00 Coming Up 1:13 Intro & Welcome to Rahul Garg 1:59 The Q-Comm Disruption - or Evolution? 6:51 Grocery & Q-Comm 12:12 Thoughts on Big Box Retailers 17:11 Does “Quick” Really Matter? 21:46 Grocery & Food Margin Outlook 28:03 DMart vs Q-Comm – ROE Analysis 32:13 A Deepdive on “Fresh” 36:29 Horizontal vs Vertical Market Opportunities 41:14 Q-Comm for Fashion – Does it Work? 45:45 “Try and Buy” in Quick Fashion 48:12 Nature of Demand in Fashion 51:35 Understanding User Behaviour in Fashion 56:33 Understanding Fashion Logistics & Operations 1:01:06 Q-Comm for Health & Wellness – Pharmacy 1:05:54 Opportunities in Quick Health 1:08:18 Opportunities for Logistics Players 1:16:17 The Need for Non-Enterprise D2C Logistic Players 1:25:20 Thoughts on Conflicting OKRs Charts from the episode: https://drive.google.com/file/d/1zUiV...