Matt Newberg’s Post

In recent years, the distribution channels landscape has undergone a significant transformation, particularly within the retail sector. Traditional brick-and-mortar stores are encountering intense competition from quick commerce platforms that offer immediate satisfaction to consumers. Legacy businesses like DMart have traditionally excelled with the "everyday low price" approach. However, quick-commerce giants such as Swiggy Instamart, Dunzo, Zepto and Blinkit are disrupting this model by prioritizing speed and convenience, outpacing brick-and-mortar establishments. The shift in consumer preferences towards valuing time over savings is reshaping the industry dynamics. Businesses reliant on extensive store networks and cost-efficient real estate are now compelled to reassess their strategies in response to these agile, technology-driven distribution channels. The emergence of dark stores, swift SKU diversification, and hyper-local insights are establishing new standards for enhancing customer experiences. As the industry continues to evolve rapidly, the question arises: Will Quick Commerce become an inevitable choice for all brands in the foreseeable future? #QuickCommerce #BusinessTransformation #RetailEvolution #DistributionChannels

In recent years, the distribution channels landscape has undergone a significant transformation, particularly within the retail sector. Traditional brick-and-mortar stores are encountering intense competition from quick commerce platforms that offer immediate satisfaction to consumers. Legacy businesses like DMart have traditionally excelled with the "everyday low price" approach. However, quick-commerce giants such as Swiggy Instamart, Dunzo, Zepto and Blinkit are disrupting this model by prioritizing speed and convenience, outpacing brick-and-mortar establishments. The shift in consumer preferences towards valuing time over savings is reshaping the industry dynamics. Businesses reliant on extensive store networks and cost-efficient real estate are now compelled to reassess their strategies in response to these agile, technology-driven distribution channels. The emergence of dark stores, swift SKU diversification, and hyper-local insights are establishing new standards for enhancing customer experiences. As the industry continues to evolve rapidly, the question arises: Will Quick Commerce become an inevitable choice for all brands in the foreseeable future? #QuickCommerce #BusinessTransformation #RetailEvolution #DistributionChannels

Oh hey, Walmart! 👋 We’re excited to announce that BeMe is now officially available on Walmart.com! With Walmart's e-commerce business rapidly growing—following a trajectory similar to Amazon’s rise in 2007—it’s the perfect platform to expand our reach and bring BeMe to more and more people. Did you know that Walmart’s online sales soared to $20B in 2023, underscoring the incredible progress they are making in the e-commerce space. 📈💥 At BeMe, we’re not focused on building just another exit-focussed DTC brand (and burning cash in the process); we are committed to making wellness simple and accessible through science-backed, easy-to-use liquid supplements, available via an omnichannel experience. Looking forward to opening up more channels and markets on this journey to helping people look better, feel better and live better. Let’s go, wellness warriors! 💪 🌱 #ElevateYourEveryday #WellnessOnTheGo #WalmartPartner #BeMeWellness #innovation #ecommerce #entrepreneurship

Convenience stores are a $650bn+ industry and are increasingly adding fresh food options to become destinations in their own right vs. the "coke and smoke" gas station mousetraps of the past. This is evidenced by major players like 7-Eleven acquisition of Laredo Taco Company , Casey's position as the 5th largest pizzeria, and Circle K's new emphasis on fresh food. As delivery marketplaces like DoorDash and Uber double down on non-restaurant merchants for last-minute groceries, alcohol, and other merchandise, c-stores are ripe to meet this demand thanks to their broad, curated selection and enviable real estate. Vroom Delivery is one of the few companies helping small and medium-sized stores sell across major delivery marketplaces just as Deliverect, Olo, and Chowly, Inc. have done for restaurants. Check out my coverage of their brand new Commerce360 platform on this week's edition of HNGRY Trends 👇 https://lnkd.in/gh-uwq3R #convenience #cstore #gasstation #delivery #lastmiledelivery #lastmilelogistics #lastmile #fooddelivery #doordash #ubereats #marketplaces

🛒 Blinkit is gaining marketshare from ecom The rise of the quick commerce major has not come at the expense of kiranas or large-format value stores like DMart but rather at the cost of e-commerce players and modern retail stores catering to premium customers. This commentary is significant as it comes at a time when multiple retail associations have raised concerns about quick commerce businesses eating away the market share of small shop owners. Zepto & Swiggy Instamart are Blinkit’s direct rivals. In the next few weeks, Flipkart is expected to launch a q-commerce service.

Zepto co-founder and CEO Aadit Palicha recently said his company was on its way to surpassing DMart sales in 18-24 months. Does the quick commerce unicorn have any chance at overtaking an offline retailer 4.5 times its size in terms of sales? Let’s check. While both companies sell consumer staples, they have very different business models. Zepto offers superfast deliveries through dark stores and local shops. DMart operates its own supply chain and owns most of its retail outlets. DMart is a retail destination where people often pick up an entire month's worth of essentials. In contrast, people turn to Zepto only when they require something urgently. DMart charges manufacturers to showcase products at their stores, while Zepto’s revenue is based on delivery charge and product markup. Palicha’s optimism is no doubt based on fundraising success: the company recently picked up $200 million in Series D funding. DMart, meanwhile, is generating cash to fund its expansion. Zepto might well overtake DMart momentarily in sales by burning through equity cash, but DMart is on solid ground as far as long-term sentiments go. The fight between the two will still be worth watching though!

Hey guys just wanted to give a bit of insight into the retail industry and some recent strides that are being made. That's why I got to call out our beloved DoorDash who just stepped up its game by expanding Ulta Beauty’s presence on its app, making on-demand delivery available from over 1,350 stores in ALL 50 states! This move is a big deal for the retail industry, showing how delivery services can go beyond just food into new areas like beauty. By teaming up with a major beauty retailer like Ulta, DoorDash is setting a new standard for convenience and speed in shopping. This isn’t just about getting products fast—it’s about transforming the entire retail experience. Now, you can have beauty products delivered to your door in under an hour, which changes the way we think about shopping. It’s no longer just about browsing in-store or waiting for online orders; it’s about immediate access to what you need. This partnership also highlights the growing trend of integrating diverse retail categories into on-demand platforms, challenging traditional retail models and pushing other retailers to innovate and meet rising consumer expectations. DoorDash’s expansion into beauty, along with its other recent partnerships with companies like Lowe’s and JD Sports, shows its commitment to broadening its marketplace and enhancing customer convenience. DoorDash, Ulta Beauty, Lowe's Companies, Inc., SEPHORA, Sally Beauty, Target, Walmart.

Absolutely agree with your perspective! The rapid growth of Quick Commerce is undeniable, and it's fascinating to see how it's reshaping the landscape. I also believe the future of retail lies in New Commerce—Live Commerce, Social Commerce, and Quick Commerce—due to their unmatched convenience and interactivity. These models not only offer speed but also create an engaging shopping experience, something traditional inventory-led commerce struggles to compete with. With consumers now prioritizing personalized and seamless experiences, it's only a matter of time before we see these new-age models overtake traditional retail giants. Exciting times ahead!

24Seven Was Murdered? And can it be Revived? In a world that’s rapidly embracing quick commerce, the once-iconic 24SEVENIN retail chain finds itself struggling to stay relevant. Recently, Godfrey Phillips India Ltd announced its plans to exit the 24SEVENIN business, marking an end of an era for 24-hour convenience stores that catered to night owls and those seeking essentials during odd hours. The rise of platforms like Blinkit, Zepto, and Swiggy , which bring essentials to our door in minutes, has transformed how consumers think about convenience—making 24SEVENIN feel, ironically, out of step with the times. According to recent reports by The Economic Times, The New Shop, a New Delhi-based startup, is now in advanced discussions to acquire 24SEVENIN. If the acquisition goes through, 24SEVENIN’s stores will be rebranded under The New Shop banner. Founded in 2019 by siblings Aastha and Charak Almast, along with Mani Dev Gyawali, The New Shop operates on an omnichannel model with 160 stores across 35 cities, offering everything from groceries to pet food, medicines, and hygiene products. With a franchise-owned, franchise-operated model, The New Shop shares a similar 24-hour retail vision but operates with fresh energy and a modernized approach. But is it a smart move? The quick commerce boom that impacted 24SEVENIN’s appeal has only grown stronger, with lightning-fast deliveries, frequent promotions, and competitive pricing. While rebranding could inject new life, it doesn’t change the fact that consumers increasingly expect items on demand, delivered right to their door. 24-hour walk-in convenience stores might struggle against app-based alternatives that offer lower prices, loyalty rewards, and the ultimate convenience of staying home. With The New Shop’s backing from investors like Huddle Ventures and Anthill Ventures, the brand is poised to make a mark. However, the challenge will be to find a niche amid fierce competition from both quick commerce and local stores. As The New Shop takes over 24SEVENIN’s legacy, it faces the task of redefining what “24/7 convenience” means in an era where speed, accessibility, and digital integration have redefined retail. #QuickCommerce #RetailDisruption #24Seven #TheNewShop #Ecommerce

I would humbly disagree with this post. How your grocery consumption works? It works in two ways. 1- Stock up, 2- Top-up Now identify the pattern in your household only. How many time you buy things from quick commerce that are large in size and packets? Very rare. Because quick commerce is driving to solve for top-up and not stock up. For stock-up, people still flock towards supermarkets and departmental stores. No matter how much quick commerce does PR that they are not eating up the pie of your neighbourhood kirana store but in reality they are. Yes, quick commerce companies may become bigger than Dmart's of the world but they have to be very very prepared that a regulatory hurdle is down their way very soon.