Sector Intelligence · D2C & Consumer
India D2C & Consumer Brand Sector Intelligence Hub
Monthly sector intelligence and market themes for India's D2C and consumer brand sector — from ingredient-led skincare to ONDC-native brand plays.
Key sector themes · 2026
Monthly Sector Reports
May 2026
D2C fundability hits 2026 high of FCI 57 as monsoon-prep brands and ONDC-native plays lead May dealflow.
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April 2026
D2C scores recover to FCI 56 in April as summer-category brands show strong pre-season inventory turns.
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March 2026
D2C scores dip to FCI 53 in March as Holi inventory stress and IPL ad-spend inflation squeeze margins.
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February 2026
Valentine's and gifting cohort data boosts beauty-tech and gourmet food D2C scores in February 2026.
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January 2026
Quick-commerce-native D2C brands and beauty-tech dominate January 2026 dealflow as post-Diwali inventory clears.
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