New · Threads

Storylines we’re
tracking, not just reporting.

Most days, one edition is one day. Some stories don’t fit that box, they run for weeks across dozens of editions, and reading them one day at a time hides the pattern. These are the seven live threads D2C Brief is tracking end to end, each one updated with a dated entry every time it moves.

Exit & Acquisition Benchmarks

What D2C brands in India are actually selling for, tracked deal by deal.

14 updates·30 Jun – 6 Aug

Zepto’s IPO Saga

From a $7 Bn DRHP to a fully withdrawn IPO in five weeks, told day by day.

9 updates·26 Jun – 3 Aug

IPOQuick Commerce

FSSAI’s Enforcement Calendar

From informal notices to prohibition orders to the first legal pushback, in order.

10 updates·2 Jul – 6 Aug

The Quick-Commerce Profitability Race

Who's actually turning a profit in quick commerce, and what it's costing them to get there.

7 updates·18 Jul – 5 Aug

Quick CommerceMarkets

The Food-Delivery Commission War

Flipkart signaled an entry in July and undercut everyone on commission in August.

5 updates·25 Jul – 4 Aug

Quick CommerceMarketplace

The Pre-IPO Valuation Reality Check

Three unrelated companies, the same pattern: the headline number never survives scrutiny.

5 updates·26 Jun – 6 Aug

The UPI MDR Countdown

Bill introduced to Lok Sabha passage in 48 hours, tracked stage by stage.

3 updates·4 Aug – 6 Aug

India's D2C intelligence. New signals daily at 10am, read free on the site.