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Sector Thesis·4 min read·Week 25

D2C Supplements: Unit Economics That Actually Work

D2C supplement brands in India are spending 60-70% on customer acquisition. Profitability requires CAC payback under 12 months and repeat rate above 40%. The math only works at scale—and only if you stop burning cash early.

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#unit-economics#health-supplements#profitability

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D2C Supplements: Unit Economics That Actually Work · Aletheia Insights