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Sector Thesis·3 min read·Week 24

D2C Supplements: India First, Then Where?

Indian D2C supplement brands are hitting ₹500-1000 CAC ceilings at home. Expansion timing depends on unit economics maturity, not revenue size. Southeast Asia and UK offer different playbooks—one requires supply chain excellence, the other, regulatory navigation.

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-startups#health-supplements#international-expansion#unit-economics

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D2C Supplements: India First, Then Where? · Aletheia Insights