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- ๐ What โน74.5 Lakh Crore Tells Us
๐ What โน74.5 Lakh Crore Tells Us
Reading India's spending like a term sheet

Hey there!
Itโs Sparsh here!๐
A chart showing how 100 Indian cities spend their money reveals more about India's next decade of consumer businesses than most pitch decks do. ๐๏ธ
@vijayshekhar pointed out that this spending pattern is exactly what's fueling D2C brands and e-commerce in India right now. ๐
Here's what founders and investors on both sides of the India US corridor should take from it. ๐ฎ๐ณ
Letโs dive in to know more.๐
๐ฅ Food Still Runs the Show


Three categories alone account for nearly three quarters of all consumer spending across these cities. Any company solving a real problem in food, shelter, or mobility has a genuinely large addressable market to work with. ๐
๐ฏ The Fastest Way to Learn Something You Have Never Done
๐ธ Fruits and vegetables lead at 20 percent
๐ธ Dairy follows closely at 17 percent
๐ธ Packaged food sits at 16 percent
๐ธ Beverages take up 12 percent
๐ธ Cereals and meat, egg, and fish are tied at 10 percent each
๐ธ Edible oil and pulses sit at 4 percent each
Fresh categories like produce and dairy still dominate over packaged and processed food, and that tells founders exactly where the room to build actually is. ๐ฅ
๐ Why This Matters For Founders Building The India US Bridge

If you're sourcing from India for US demand, or bringing US retail thinking into India, this gap is the opportunity worth studying closely. ๐ฑ

None of this means chasing every category blindly. It means building conviction around the slices structurally set up to grow, before the rest of the market catches on. ๐
๐งฉ The Takeaway For Everyone Watching This Space
โคThis isn't just a spending chart, it's a fairly honest picture of where Indian consumers are today and where they're likely headed next. โฉ
โคFood, housing, and mobility will keep anchoring the base, but the real opportunity sits in the categories still waiting to be branded, organized, and built for scale. ๐ก
โคFor founders and investors working across the India US corridor, the message is simple. Follow where the money already flows, then look closely at which parts of that flow are still unclaimed. ๐
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