Stepping into the "no man's land" of consumption

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In the most popular new consumption track in recent years, in addition to new channels such as social e-commerce, we have seen exponential growth. Consumer goods entrepreneurship is an area that has attracted much attention from entrepreneurs. Structural changes in the needs of new people, a multi-tiered market, resistance to economic cycles, and the maturity of infrastructure make almost every consumer product worth redoing. However, looking at China's complex consumer market, it is extremely difficult to become a great consumer goods company due to issues such as funds, talents, and models.
  
The successful experience is always intriguing. For investors who want to find an ideal target, it is more like looking for a needle in a haystack. They are often caught in the dilemma of choice. If they can invest in several well-known consumer goods companies, they must Indian Phone Number have their own unique judgment. 1. Thinking about the four underlying logics of consumer goods Before that, I had spent nearly ten years in consumption and Internet investment in Orchid Asia and ByteDance.



In 2016, I founded Black Ant Capital with Chen Feng and Zhang Peiyuan, focusing on consumer investment. Compared with other industries, consumer investment pays more attention to the trend factors of different latitudes, and then finds the core point; at the same time, consumer investment is particularly grounded, we can't just sit in the office and think about problems, but really understand the relationship between consumers and China addition, consumption is a very large and ever-existing industry.