Its also a play where they want to focus on (and how sales mix eventually evolves). B2B/ B2C (B2B could also morph into B2G, if enough govt cos come in).
Specifically in B2C, if the space heats up and starts growing, there is possibility of larger players coming in and investing (either in these cos we dscsd or setup their own operations). Typically when this happens, lot of things around better price, favourable/aggressive return policies, customer acquistion and activation spends (burns) come into picture, which will need a warchest (if they’ve to compete). CAC (customer acquistion cost) to LTV (life time value) will have to be looked at.
Anyways, If this happens, could be a good sign for this segment, given its a new category being created (in a way).
It would make sense to think more from a customer angle, as to what needs are being fulfilled by Robu today and how those needs will evolve over a period of time.
Disc: Studying, not invested.
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