Per a Bain & Company report cited in The Hindu Business Line and Rediff Money, insurgent consumer brands in India generated over $7.5 billion in FY25 revenue and achieved nearly 4x growth across a five-year span, demonstrating that emerging, non-legacy brands can displace incumbents at scale.
ReadingThe steal: do not try to be the better version of an incumbent. Find the one thing the category does poorly — ingredient sourcing, packaging waste, pricing margin — and build the entire brand narrative around fixing it. In India, this meant brands like Mamaearth (clean beauty), Bewakoof (direct apparel), and Licious (direct meat) each captured a different consumer pain point. For a US physical-product brand, identify the one complaint you hear most in reviews of the category leader, then build a 90-day content sprint proving YOU fixed it. The 4x growth came because these brands were not fighting for shelf space — they were fighting for mindshare and wallet share in a channel (online, direct) where the incumbent had no advantage.
WatchWatch for the first US insurgent brand to disclose that 60%+ of revenue came from a single complaint-to-product feedback loop (e.g., 'our bags don't fit in carry-on' became the entire brand positioning).