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Neverlater Ventures

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Neverlater Ventures

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Operator-led analysis across consumer, retail, F&B, FMCG/CPG, logistics, and Southeast Asia.

12 reads loaded / 1 topics / Updated Jul 26

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Substack

5 Better-for-You Retail Chain Ideas Worth Exploring in Indonesia

A structured look at the retail formats we believe are worth exploring, combining market logic, consumer behavior, and our personal conviction.

Substack / May 29

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Substack

Behind the Conviction #01 - Conversation with Oliver, Investment at Trihill Capital

An inside look at how Trihill Capital thinks about building and backing consumer brands in Indonesia

Substack / Apr 9

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Substack

Indonesia’s Food Delivery Market Is Growing Again. But the Game Has Changed.

Shopee Food’s rise suggests the next phase of food delivery will be fought not only on logistics, but on affordability, discovery, and who controls restaurant demand.

Substack / Jul 26

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Substack

Our Personal Convictions: 5 Better For You Categories Worth Exploring in Indonesia

A structured look at the categories we believe are worth exploring, combining market data, distribution realities, and our personal conviction.

Substack / Jul 19

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Substack

TEAZZI Has Built a Strong Presence in Indonesia. Can It Stay Ahead?

As CHAGEE and other premium tea brands expand, TEAZZI’s next challenge is turning early presence into lasting customer habit.

Substack / Jul 19

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Substack

The New Funding Reality for Consumer Founders

Capital is moving again. But for retail, F&B, and consumer founders, the new market rewards proof, discipline, and businesses that can actually scale.

Substack / Jul 11

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Substack

Can ZUS Coffee Win Against Kopi Kenangan, Tuku, and Indonesia’s Local Giants?

ZUS enters Indonesia with scale, capital, and Kapal Api behind it. But competing with Kopi Kenangan, Janji Jiwa, Fore, Tomoro, and other local players will require more than affordable coffee.

Substack / Jul 4

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Substack

Letter for Founders #01 - Build Something That Feels Like You

Because building a company is too hard to be carried only by trends, market size, or ambition. You need to care deeply enough to keep going when the work gets real.

Substack / Jun 29

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Substack

Behind the Conviction #03 - Conversation with Raynald Rabindra Soeharto - CMO at JumpStart

On automated retail, vending machines, consumer convenience, and building a new distribution layer in Indonesia.

Substack / Jun 20

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Substack

Can FamilyMart Really Challenge Alfamart and Indomaret?

FamilyMart probably will not dethrone Alfamart or Indomaret anytime soon. But that may not be the right benchmark.

Substack / Jun 13

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Substack

What Grab’s Latest Numbers Tell Us About Where Southeast Asia’s Super App Is Really Going

A closer look at Grab’s latest results, through an operator’s lens on mobility, delivery, fintech, ads, and the next phase of Southeast Asia’s platform economy.

Substack / Jun 5

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Substack

Nothing Made Smartphones Feel Interesting Again. Now Comes the Hard Part

A look at how Nothing broke through in one of the hardest consumer categories in the world and why becoming enduring may be even harder than becoming relevant.

Substack / May 22

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