Good to know its not true. I have certainly not worked in such industry. There has been no need for me to work in such industry.
Exactly my point. In India distribution moats are very difficult to build (so far with rural issues and less digital) while in US, they maybe easier as making an investment is an easy thing to do than getting hands dirty. Buying warehouses, cold storage facilities, trucks etc. may take time but relatively easier to build as compared to India rural IMO (I may be wrong)
This is a good point that such investments by big business houses may not be worth it. If its worth it for them, its easy to build (of course with some time)
Agree! Till time the diaspora size is not worth addressing by bigger and better players, its really good for players like Vadilal. They may well develop real moats wround distribution as well as other areas as time progresses…
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