Food Tech D2C vs Channel: India's Infrastructure Math
D2C food brands in India face a hard math problem: logistics costs eat 40-50% of unit economics in metros. Channel distribution through retail and quick-commerce platforms offers speed but erodes margins faster. The winning play depends on unit volume thresholds, not ideology.
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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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