Video Transcript

In India, there are at least ten million points of sales where you can buy products at. This is much more than pretty much every other country that we cover. So, for a company, whether you’re a staples product or whether you’re selling something more discretionary like apparel, to get into millions of points of sales is a huge competitive advantage in a country where infrastructure can be challenged and it’s culturally very diverse. So, to be able to have your product available at all these places is a huge competitive advantage. It’s much more amplified than what it is in other countries.

Disclosure

January 2023

The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results.