Supply Chain Archives - Third Eyesight

A Supply Crunch Is Keeping Whey Protein Prices Elevated

admin — Thu, 06 Aug 2026 13:49:00 +0000

Pritha Pahari, The Core 5 Aug 2026 Saurav, a 27-year-old resident of Navi Mumbai, has bought the same tub of whey protein for three years, same brand, same 1kg pack, same monthly ritual after his gym membership renews. Last month, at checkout, the price had jumped by nearly a thousand rupees. He assumed it was […]

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Specialty quick-commerce bets on curation, not just rapid delivery

admin — Mon, 13 Jul 2026 13:54:10 +0000

Sowmya Ramasubramanian, Vaeshnavi Kasthuril (MINT) Bengaluru, 13 July 2026 India’s vertical quick-commerce startups across categories like baby care, medicines and fashion, backed by venture capital heavyweights, are beginning to redefine what “quick” means. For some, the race is no longer about cutting delivery times by a few more minutes. Instead, founders are increasingly talking about […]

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Coffee startups chase growth despite losses

admin — Mon, 13 Jul 2026 11:36:00 +0000

Viveat Susan Pinto, S Shanthi (Financial Express) 13 July 2026 India’s new-age coffee chains are accelerating expansion despite continuing losses, as investors bet that the country’s under-penetrated branded cafe market can deliver long-term growth. Third Wave Coffee plans to open 100 cafes this financial year while targeting company-wide break-even. Blue Tokai aims to expand from […]

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Why foreign-owned ecom firms’ operating models are under the lens

admin — Sun, 12 Jul 2026 14:36:00 +0000

Nivedita Mookerji, Business Standard 12 Jul 2026 Recently, fast moving consumer goods distributors posed some existential questions to the government: Have the rules changed for foreign-owned ecommerce firms? With that, the All India Consumer Products Distribution Federation made a plea to the government to examine if foreign-funded ecommerce and quick commerce players can run inventory-led […]

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Consumer firms jittery as fears of higher crude oil prices return

admin — Thu, 09 Jul 2026 07:50:35 +0000

Neethi Lisa Rojan & Vaeshnavi Kasthuril, MINT Mumbai/Bengaluru, 8 July 2026 The collapse of the US-Iran peace deal in less than a month has rattled India’s consumer sector, reviving fears that higher oil prices and fresh supply-chain disruptions could squeeze demand just as companies were betting on a broader recovery. The renewed uncertainty followed US […]

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Quick commerce becomes FMCG’s biggest online sales channel in India

admin — Wed, 27 May 2026 05:49:00 +0000

Writankar Mukherjee and Aanya Thakur, Economic Times Kolkata/Mumbai, 27 May 2026 Quick commerce has become the dominant online sales channel for India’s top fast-moving consumer goods (FMCG) companies, with Dabur India and Britannia Industries among others now deriving up to 75% of their digital sales from 10-minute delivery platforms. Industry executives said quick commerce is […]

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Value apparel chains face margin pressure as fabric costs climb

admin — Mon, 25 May 2026 14:22:00 +0000

Vaeshnavi Kasthuril, MINT Bengaluru, 25 May 2026 Value fashion retailers across the country are likely to face margin pressure in the upcoming quarters as rising crude oil prices are driving up the cost of polyester and other fabrics. Executives at V-Mart Retail Ltd, Vishal Mega Mart Ltd, and Kewal Kiran Clothing Ltd (KKCL) said crude […]

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Weakening rupee and rising crude oil prices – dual challenge for the economy [Video]

admin — Fri, 15 May 2026 12:30:00 +0000

The ET Now Swadesh panel discussion focussed on the dual challenge facing the Indian economy: a weakening rupee and rising crude oil prices, which together are driving “imported inflation” and straining household budgets. Devangshu Dutta (Founder, Third Eyesight) put forth the following key points during the discussion (the video link is under the text summary […]

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Quick fashion: Legacy brands race to match instant delivery demands

admin — Wed, 06 May 2026 03:27:00 +0000

Vaeshnavi Kasthuril, MINT Mumbai, 6 May 2026 Fashion retailers are speeding up deliveries to keep pace with instant-gratification shopping driven by quick-fashion startups, with established players and newer brands taking sharply different approaches. For example, brands such as Biba and The House of Rare have adopted a more calibrated, infrastructure-led strategy rather than a rapid […]

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Shrinkflation, price hikes buzz in consumer firms as war spikes costs

admin — Sat, 02 May 2026 09:32:00 +0000

Neethi Lisa Rojan, Mint 2 May 2026, Mumbai Fast-moving consumer goods makers are leaning on a mix of price increases, smaller pack sizes and tighter cost controls to navigate raw-material volatility triggered by the ongoing US-Iran war, while still reporting robust volume growth for the March quarter. The ongoing war blew up end February this […]

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