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Sector Thesis·4 min read·Week 22

D2C Supplements: Year 1 Mistakes That Become Year 3 Catastrophes

D2C supplement founders optimize for growth in year 1 and inherit unit economics disasters by year 3. Specific operational choices—inventory management, supply chain opacity, customer acquisition mix—don't show their cost until retention collapses. India's regulatory environment amplifies these mistakes.

ByAmit Tyagi·Fitoor Capital
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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#d2c-india#health-supplements#unit-economics#early-stage-operations

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D2C Supplements: Year 1 Mistakes That Become Year 3 Catastrophes · Aletheia Insights