Debojyoti Ray, CFA, MBA(ISB)’s Post

WHAT IS THE FUTURE OF 10-MINUTE DELIVERY? Here’s something I’ve been thinking about: Did the sudden need for last-minute groceries spark the rise of ‘10-minute delivery’ services, or is the sheer convenience of ‘10-minute delivery’ encouraging more spontaneous, last-minute purchases? Personally, I believe it’s the latter. Companies like Zepto, Blinkit, and Swiggy Instamart are leading this charge, creating a market where convenience is king. These ‘convenience-based startups’ are reshaping consumer behavior, driving us toward more impulsive, on-demand shopping decisions. What do you think? Is this shift driven by necessity or simply the allure of convenience? #ConsumerBehavior #Ecommerce #QuickCommerce #LastMileDelivery #TechInnovation #OnDemandEconomy #InstantDelivery #ConvenienceShopping #StartupLife #FutureOfRetail #BusinessTrends #CustomerExperience #FastDelivery #DisruptiveTechnology #SupplyChainInnovation #RetailRevolution #GrowthHacking #DigitalTransformation #ConsumerTrends #StartupEcosystem #LogisticsTech #ConvenienceEconomy #RetailTech #Startups

Zepto, a quick-commerce startup, is a Question Mark in the BCG Matrix. This means it operates in a high-growth market but has a low market share. Zepto's key strength lies in its rapid delivery time, which sets it apart from traditional grocery stores and other e-commerce players. However, Zepto faces significant threats from established players like BigBasket, Flipkart Quick, Swiggy Instamart, and Amazon's entry into quick commerce. These companies have deeper pockets, wider reach, and established customer bases. To overcome these challenges and succeed, Zepto needs to: Optimize operations to reduce costs and improve efficiency. Diversify product range to attract a wider customer base. Build a strong brand to foster customer loyalty. Form strategic partnerships to expand reach and reduce costs. By effectively implementing these strategies, Zepto can evolve from a Question Mark into a Star or Cash Cow, securing a sustainable future in the dynamic quick-commerce landscape. What do you think? #zepto #quickcommerce #brand #sales #linkedin #business #startup

Let's talk about Dark Stores (Quick E-commerce Model) Dark stores are specialized fulfillment centers optimized for online orders. Free from the traditional retail setup, focus solely on speed and efficiency, enabling the rapid deliveries that today’s consumers demand. Ola's potential move into dark stores as a service (DSaaS) is more than just a strategic play—it's a game-changer. By offering infrastructure to quick commerce giants like Blinkit and Zepto, Ola positions itself as a critical enabler. As the appetite for instant gratification continues to surge, dark stores will become indispensable for businesses aiming to stay ahead. The big question now is, will startups recognize this opportunity and leverage it to disrupt the logistics and supply chain landscape? #darkstores #quickcommerce #startup #success

Blinkit's swift rise has shaken up the e-commerce industry, attacking e-commerce titans like Amazon and Flipkart with novel techniques. From mastering hyperlocal deliveries to prioritising customer experience, Blinkit's strategy demonstrates how inventiveness and agility can upset even the biggest players. In this essay, we look at five crucial methods that helped them succeed. What can businesses and startups glean from Blinkit's daring initiatives in a fiercely competitive market? Let's talk about how innovation is impacting the future of e-commerce! #e-commerce #innovation #startups #Blinkit #Amazon #Flipkart #disruption #logistics #growth

It is clearly the age of instant gratification. Until a few years ago, who would have imagined that people would need #beauty products or #apparels delivered at their doorsteps within 10 minutes? But here we are.... In recent months, quick-delivery startups Blinkit, Zepto, and Swiggy IndiaMART InterMESH Limited have expanded their categories to include products that one would usually buy from #Ecommerce platforms such as Amazon and Flipkart https://lnkd.in/gWfVanDR

What do you call a long-read about quick commerce? A Quick Read, right? 😜 Check out Aditi Shrivastava's fab Arc Analysis of the second-order effects of quick commerce. When Zepto was founded in 2021, few gave the concept of 'quick commerce' a chance. But a recharged Blinkit under Zomato, and Zepto's blitzkrieg execution have ensured that many other segments of India's consumer story evolve their own quick-commerce formats. Simply incredulous! https://lnkd.in/gw2fAg8C This The Arc Analysis will unbox: 📌 The quick commerce playbook 🏹 , 📌 The buy-in for quick commerce 💰💰💰, 📌 How myriad players, from start-ups to Amazon and Flipkart, across categories are applying quick commerce 🛵 in their overall customer proposition. Enjoy the story! I'll be back tomorrow with more goodies from The Arc. Or, I can get out of the way if you simply subscribe to us for free at https://lnkd.in/gxPZT2sF

India’s Flipkart has explored acquiring Dunzo Indian e-commerce elephantine Flipkart has had discussions successful caller weeks astir perchance acquiring Dunzo, the hyperlocal transportation startup backed by Reliance Retail, 3 sources acquainted with the substance told TechCrunch. However, complexities surrounding Dunzo’s ownership operation person made it hard for the 2 parties to scope an acquisition deal, according to 2 sources acquainted with the talks. The talks are inactive ongoing, each 3 sources said. The talks travel a turbulent twelvemonth astatine Dunzo, which has been struggling to rise currency and marque payroll. The startup, erstwhile valued astatine $500 million, has ceded overmuch of the hyperlocal transportation marketplace to upstart Dunzo and Swiggy successful caller quarters, according to analysts astatine Bernstein. This is simply a processing story. Check backmost for updates.  https://ift.tt/Jh8OirV

Flipkart's bid to acquire Zepto falls through, shaking up the quick commerce space. The quick commerce sector is on a trajectory to redefine e-commerce as we know it, potentially reaching a gross merchandise value (GMV) of around $34 billion by FY29. This isn't just a trend; it's a transformation. 📃In a recent turn of events, Flipkart, a Walmart-owned giant, made an offer valuing Zepto at under $2 billion. Still, Zepto declined as Flipkart sought a majority stake, which Zepto was unwilling to give up. Flipkart later launched its quick delivery service rather than purchasing a stake in Zepto, another fast delivery company. This choice shows that more and more companies are focusing on giving customers what they want right away. 🤔But what does this mean for new businesses and investors? 💡Zepto's bold decision to focus on a financial round rather than a strategic sale, aiming for a valuation increase and an IPO, speaks volumes about the confidence and ambition driving today's startups. The startups are not solely focused on creating quick exits but also on ensuring long-term viability and maintaining control of their vision. 🚀 Flipkart's decision to double down and establish its own quick-commerce vertical underscores the adaptability and resilience of established players in the e-commerce industry. This move sends a clear message that, in the rapidly changing e-commerce landscape, innovation and speed are critical and non-negotiable. This scenario isn't just about two companies. It reflects a significant industry evolution in which quick commerce has progressed from a 'nice-to-have' to an 'essential' component of the e-commerce eco-system. The implications are vast, from how we invest and compete to how we cater to ever-evolving consumer expectations. What's your take on this shift towards quick commerce? #quickcommerce #startup #ecommerce

 Zepto: A Startup That Defied the Odds! 🚀 During the COVID-19 lockdown, when most kirana stores were forced to shut down, two young founders Aadit Palicha and Kaivalya Vohra saw an opportunity to revolutionize the grocery delivery space. That's how Zepto was born – a quick-commerce startup that grew rapidly amidst the challenges of the pandemic. 🔅 Today, I studied a fascinating case on Zepto's survival strategy. While many believed the end of lockdowns would mean the end of their growth, Zepto had other plans. Their secret? Dark stores – strategically placed fulfillment hubs that allowed them to continue offering rapid delivery even after the world reopened. 🛒 With competitors like Blinkit and Swiggy Instamart now thriving, Zepto remains a powerful contender, thanks to its focus on speed, operational efficiency, and customer convenience. 🔅 By 2023, Zepto had achieved significant milestones, processing over 520,000 daily orders across its 360 operational dark stores. This operational efficiency not only outpaced competitors but also drove substantial revenue growth. Zepto’s FY-23 revenue surpassed 2000 crore rupees, with projections for FY-24 indicating a potential revenue of 5000 crore rupees, positioning them as a formidable player in India’s e-commerce sector. 🔅 Key to Zepto’s success is its relentless focus on operational profitability. Approximately 75% of Zepto’s dark stores are already profitable within six months of operation, a testament to their streamlined logistics and strategic location planning. 🔅 Beyond logistics, Zepto has diversified its offerings with successful private-label brands like ‘Relish’, achieving rapid revenue milestones and expanding their market presence. However, challenges persist, notably with their subscription service, Zepto Pass, facing user criticism for its complex fee structure and usability issues. 🔅 Looking ahead, Zepto plans to double its dark store network to 700, aiming to consolidate its position as the dominant player in India’s quick commerce market. With a recent $665 million funding round, Zepto is well-funded for future growth and aims to pursue an IPO within the next 2-3 years, further cementing its market leadership. 💡 Key insights from this case study: 1. Adaptability is key 🔑 : Zepto didn’t just rely on pandemic trends but evolved by optimizing supply chains and logistics. 2. Innovation in adversity 💡 : Their dark store model set a new standard in quick commerce, making them resilient post-COVID. 3. Competition fuels growth🚀: Despite strong competitors, Zepto’s strategic pivots helped them maintain relevance in the fast-evolving market. Excited to see how this battle for market leadership unfolds in the quick-commerce industry! 📈 #Research #BusinessInsights #Zepto #StartupSuccess #QuickCommerce #Innovation

It's very very OBVIOUS....!! @amazon.in in talks with Swiggy to buyout Instamart....and...recently we also read that Flipkart was in advance stage talks with Zepto to buy them out...!! Now, why would such talks happen if Quick commerce, Specially, the grocery business was making financial sense....? Does Quick commerce make financial sense....or.....is it the flavour of the season like how we saw the frenzy in Edtech startups and astronomical valuations.....!! #quickcommerce #startups #M&A #onlinegrocery https://lnkd.in/dTf_D8Xf