Tesco Archives - Third Eyesight: leading management consultant - retail, consumer, fashion, food, textiles, home, strategy, India, business growth, marketing, ecommerce, omnichannel

Tesco in India: Will every little help?

Devangshu Dutta — Fri, 24 Jan 2014 16:37:39 +0000

Tesco and the Tata Group have announced their joint-venture in India. To figure out how it will grow needs us to pre-empt and second-guess the future plans of business executives who are trying to read the intent of politicians who are focussed on elections 4 months into the future.

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Wal-Mart brakes, Indian JV hits the wall

Devangshu Dutta — Wed, 09 Oct 2013 14:45:34 +0000

A year ago, Wal-Mart had called Bharti its natural retail partner in India. But the companies have jointly and publicly changed their relationship statuses to “single”, calling off the 6-year old marriage. What next?

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The Year That Could Be

Devangshu Dutta — Thu, 05 Jan 2012 18:50:39 +0000

The first response of most people to the question “What happened in the Indian retail sector in 2011” would be probably something like this: lots happened, and then – at the end – nothing did! So what does 2012 hold?

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FDI in Retail: More heat than light

Devangshu Dutta — Fri, 25 Nov 2011 11:56:06 +0000

The Indian Cabinet has said “yes” to 51% foreign investment in multi-brand retail, but the debate is not really over – how can it be when it remains still alive and kicking in some of the most consolidated markets in the West?

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A Thousand Miles

Devangshu Dutta — Sat, 04 Sep 2010 10:01:38 +0000

The last three years have been a roller coaster ride for food & grocery modern retail in India. Here's a view from inside one of the cars. [More...]

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Retreating Retailers, Crumbling BRICs?

Devangshu Dutta — Fri, 23 Oct 2009 03:37:21 +0000

On the sourcing-end, large retailers have been comfortably operating beyond international borders for several decades even while the stores-end of their business was entirely domestic. It took the opening up of East European economies in the 1990s to really prime the pump for growth of international retail expansion. Are we seeing the reversal of retail globalization?

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Retailers vs Brands

Devangshu Dutta — Mon, 14 Jul 2008 10:03:05 +0000

In early-June Big Bazaar (part of Future Group) was reported to have broken off its relationship with Cadbury’s. About 2-3 weeks later the two were reportedly back together. The relationship between brands and large retailers is truly one of the “love-hate” kind. And this case is no different from many other such relationships in various markets around the world.
There is no doubt that brands love the scale that large retailers provide them, with the quick access to a large footprint in the market, and the high visibility. On the other hand, as a vendor, they hate the negotiating edge that this scale gives the large retailer. On the other side, retailers love brands for the footfall they bring. However, what retailers don’t like is the fact that brands will generally charge a premium of 10-50% over a comparable generic product. In some cases the premium may be so high that the brand product’s price itself is multiples of a generic product’s price.

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The Non-Globalization of Retail

Devangshu Dutta — Mon, 10 Mar 2008 11:32:14 +0000

In a blog-post a few days ago, I’d expressed my long-held view that retail is not an easily globalized business. (Retail models are not global, and global certainly not inevitable) Local nuances have a big part to play in the success of a retail business – they could be related to the customer, products, packaging, pricing, […]

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The Politics of Organized Retail

Devangshu Dutta — Tue, 04 Mar 2008 11:08:03 +0000

Recently there was some discussion online about the so-called “politics of organized retailing” in India (on Retailwire). I believe these are no different from the politics of anything else. There are interest-groups and pressure-groups with different objectives, who pull-and-push economic and regulatory policy with varying degrees of success. In that, India is no different from […]

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Retail models are not global, and global certainly not inevitable

Devangshu Dutta — Mon, 18 Feb 2008 06:48:10 +0000

Many pundits have passed judgement on the inevitability of ‘organised retail’. Yet, around the world, independents continue to thrive. One may think that at least in difficult economic phases – such as the one facing economies around the world right now – large retailers are better equipped to survive. Yet, often it is the flexibility […]

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