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Sector Thesis·3 min read·Week 24

D2C Supplements: Regulatory Gaps Are 18-Month Moats

D2C supplement brands in India exploit regulatory ambiguity between food and drug classifications. These moats collapse within 18-24 months as enforcement tightens and competition floods in. Understanding the timeline matters more than the product.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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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#regulatory-arbitrage#health-supplements#unit-economics

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D2C Supplements: Regulatory Gaps Are 18-Month Moats · Aletheia Insights