Dr. Sanchit Misra💡’s Post

𝗜𝘀 𝗗𝗠𝗮𝗿𝘁 𝗙𝗮𝗹𝗹𝗶𝗻𝗴 𝗕𝗲𝗵𝗶𝗻𝗱? 𝗤𝘂𝗶𝗰𝗸 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗚𝗶𝗮𝗻𝘁𝘀 𝗧𝗵𝗿𝗲𝗮𝘁𝗲𝗻 𝘁𝗼 𝗢𝘂𝘁𝘀𝗵𝗶𝗻𝗲 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗥𝗲𝘁𝗮𝗶𝗹 𝗧𝗶𝘁𝗮𝗻! DMart has long been a staple in India’s retail sector, but this Q2 FY25 report has sparked mixed reactions. The projected 18% revenue growth didn’t fully land. Some might call it an underperformance, but here’s a chance to look beyond the numbers. QC is booming, now valued at $6 billion. Blinkit alone added 152 stores this quarter, Swiggy Instamart entered 48 new locations, and Zepto now operates 350 dark stores. DMart, on the other hand, added only 12 stores in the last 6 months and 32 over the past year. Is the pace too slow for Dmart? or is it more about shifting dynamics in retail? But, does this spell trouble for DMart - Avenue Supermarts Ltd? 📊 #QuickCommerce is Entering DMart’s Turf ? Quick commerce giants are transforming customer expectations with their speedy, ultra-convenient service, while DMart continues to focus on value and bulk buying. But now, even Tier 2 cities—a long-time DMart stronghold—are being drawn into the QC arena. Blinkit has expanded to 44 Tier 2 cities; Swiggy Instamart is gaining ground in cities like Kanpur, Mangalore, Udaipur, and Warangal. The challenge is real: Can DMart hold its ground, or will these quick commerce players steal the spotlight? 💡 A Glimmer of Strength: DMart Outpaces FMCG Giants Despite missing some of its goals, DMart’s resilience is clear. Its 5% profit growth and 14.35% revenue growth surpass some of the biggest names in FMCG: 📛 Hindustan Unilever: Net profit down 4%, revenue up 2% 📛Nestlé: Net profit down 0.94%, revenue up 1.33% 📛Godrej Consumer Products: 2% rise in net profit But can we really compare them? While FMCG giants have reached deep market penetration, DMart still has room to grow, particularly in "Real Bharat."DMart’s like-for-like sales growth over the past three years has been solid: 16.7% in FY22, 24.2% in FY23, and 9% in FY24. But with demand showing signs of cooling, it raises the question: Why hasn’t DMart accelerated its expansion? Is management’s approach perhaps a bit too relaxed? In the last earnings call, CEO Neville Noronha stated that they don’t feel growth pressure in metros and Tier 1 cities where they co-exist with quick commerce But with EBITDA margins dipping this quarter (9.2% Q1FY25 to 8.2% Q2FY25), this claim might be facing its first test. Could a strategic shift toward high-margin, non-food categories help DMart strengthen its position? Expanding rapidly into “Real Bharat” could open up tremendous growth opportunities, yet DMart’s expansion pace remains cautious. Meanwhile, Amazon and Flipkart—are aggressively entering this space, positioning themselves as formidable competitors. The question now is: Is #DMartReady prepared to stand its ground against these giants? #Retail #Ecommerce #DMartVsQuickCommerce #QuickCommerceBoom

Quick Commerce: Revolutionizing Retail in India, But at What Cost? Quick commerce (Q-commerce) is revolutionizing the retail landscape in India, offering ultra-fast delivery through platforms like Swiggy Instamart, Zepto, and Blinkit. This shift towards instant gratification is especially popular in urban areas, where consumers value convenience and speed. However, this rapid growth comes at a cost to traditional retail stores, which account for 90% of India’s FMCG sales. With over 12 million kirana stores at risk, the impact is significant—ranging from reduced footfall to increased pricing pressures and inventory challenges. While Q-commerce offers benefits such as broader product ranges and enhanced consumer experiences, it also raises concerns about sustainability, urban-centric growth, and potential monopolistic behavior. For traditional stores to survive, digital integration, personalized service, and strategic collaborations with Q-commerce platforms are essential. The future of retail in India may lie in a hybrid model that combines the strengths of both Q-commerce and traditional retail, ensuring that the convenience of the new does not entirely overshadow the reliability of the old. Adaptation is key, and those who embrace change while preserving their unique advantages will thrive in this evolving market. Ready to discuss how Quick Commerce is changing the retail game in India? #QuickCommerce #RetailRevolution #FMCG #DigitalTransformation #India

https://lnkd.in/dUiXmTEt Reliance Retail Adani Group both are planning to enter Quick Commerce space. Reliance with direct model, Adani via ONDC. Why? Even Amazon and Flipkart are gearing of for Quick Commerce game. We already have trio who's optimised highly Zepto Swiggy Blinkit .. This seems to be getting hyper competitive but the reason why all these companies are going in it is the sheer size of the market.. India is a $1.3T Retail economy, pegged to be $2T by 2031. Only 15% eCommerce penetration paves wave for a lot of growth as now the time is ripe for customer adoption by late bloomers.. Just 50% penetration represts a $1T opportunity in next 5 years, $500B+ is represented by Grocery Category alone !!! Exciting times ahead as tech optimised supply chains of our consumption and with fast growing per capita the consumption is only going to increase. With 60%+ Youth population, India has entered it's golden era to make its mark aa innovation hub of the word and be the fastest growing economy in the world. #india #economy #ecommerce #quick #commerce #vc #startup

Quick Commerce Revolutionizes India's Retail Landscape Quick commerce has rapidly reshaped India's retail scene, with super-fast deliveries gaining traction, especially among millennials and Gen Z. Initially seen as unnecessary, it's now a thriving market offering everything from groceries to electronics, delivered swiftly to your doorstep. Key players like Blinkit now boast a valuation of $13 billion, surpassing major food delivery platforms. This trend isn't confined to cities; smaller ones like Vizag and Jaipur are also catching on. Consumer behavior has shifted significantly, with more opting for quick commerce, and making frequent unplanned purchases. This surge is fuelled by impulse buying and the migration of offline and scheduled online purchases. Platforms like Zepto and Swiggy Instamart are expanding into non-grocery categories like beauty products and electronics. Quick commerce platforms offer products at 10%-15% discounts compared to local stores, thanks to their scale and sourcing advantages. This attracts consumers seeking instant gratification over traditional e-commerce wait times. As quick commerce evolves with better prices and faster deliveries, it's set to further transform India's retail landscape. #marketing #quickcommerce #instantdelivery #m360 Visit us at: www.marketing360.in Instagram: marketing360.in Twitter: OfficialM360 Facebook: @marketing360 Source link: https://bit.ly/3whlqlz Content Credits: Aanchal Chauhan

🚀 Reliance Industries to Disrupt Quick Commerce in India: Next Disruption? 🛒💥 Mukesh Ambani-led Reliance Industries is set to shake up India's quick commerce space, taking on giants like Blinkit, BigBasket, Instamart, and Zepto. 🔥 🗞 Key Highlights: - JioMart's New Ambition: Initially aiming for 30-minute grocery deliveries in 7-8 cities, with plans to expand to over 1,000 cities. 📦🚴♂️ - Previous Endeavors: JioMart Express offered 90-minute deliveries but was shut down a year ago. 🕒❌ - Current Competition: Blinkit leads the market with a 40-45% share, offering 10-15 minute deliveries. 📈🏆 - Strategic Edge: Unlike competitors, JioMart will leverage Reliance Retail’s extensive network of 18,000+ stores and fulfilment centres. 🏬🔗 💡 Industry Insight: Walmart's Flipkart is also gearing up to enter the quick commerce sector, signalling fierce competition ahead. This trend is particularly popular among millennial and Gen Z households. 🧑🦱👩🦱 📉 Market Impact: The online grocery market in India is estimated at $11 billion for FY24, with quick commerce already accounting for half of this value. The rise of instant deliveries might challenge local Kirana stores' market share. 💰📊 🧐 Controversial Take: Reliance’s entry could disrupt existing players with its vast resources and network. But is this rapid expansion sustainable, or will it lead to a logistical nightmare? And what happens to the local kirana shops that have been the backbone of Indian retail? 🛍️🤔 👀 Stay Tuned: Reliance's move into quick commerce is poised to revolutionize the sector, offering consumers more choices and faster services. Will this be a game-changer, or are we looking at an impending retail showdown? 🚀💥 Let's see how the market evolves! 🛒🔥 #QuickCommerce #RelianceIndustries #RetailRevolution #MarketDisruption

Blinkit, Swiggy Instamart, Zepto to face competition from JioMart as it Plans Quick Commerce Foray. Amid the rise in the adoption of quick commerce services in the country, Mukesh Ambani-led Reliance Industries Ltd (RIL) is planning a foray into the segment to take on the likes of Blinkit, BigBasket, Swiggy Instamart and Zepto According to a report, the Indian quick commerce industry’s gross merchandise value zoomed 77% year-on-year to $2.8 Bn in 2023. JioMart is likely to begin delivering groceries in select cities in under 30 minutes from next month Unlike Blinkit, Zepto and Swiggy Instamart, which have embraced a dark store model for their quick commerce operations, JioMart will tap into Reliance Retail’s network of over 18,000 stores across the country. JioMart previously offered 90-minute grocery delivery services through JioMart Express, which was shuttered last year. JioMart will roll out the service in 7-8 cities in the initial stages, with plans to take it to around 1,000 cities in future. Last week, Zomato-owned Blinkit launched a new category to deliver sports and fitness essentials from top brands like Adidas, Boldfit and boAt among others. Blinkit’s competitors – Zepto and Swiggy Instamart – are also strengthening their quick commerce play by delivering packaged food and beverages. The competition in the space is expected to heat up further with Walmart-owned Flipkart set to launch quick commerce offerings across Delhi, Bengaluru, and Mumbai. Earlier, the ecommerce giant also held talks to acquire a majority stake in Zepto, but the talks fell through. Meanwhile, Tata Digital-owned BBnow is also mulling a major investment in the quick commerce space. Based in Ahmedabad, we offer Leasing & Transaction Advisory Services to Brands for their Expansions in Ahmedabad, Gandhinagar and across major cities of Gujarat. #Blinkit #Swiggy #Instamart #Bbnow #Zepto #JioMart #Reliance #Tata #quickcommerce #stores #Expansions #darkstores #retailspace #retailproperty #lease #retailleasing #Ahmedabad #Gandhinagar #Gujarat #icanflip #consultant #propertyadvisor https://lnkd.in/dmgcGn2p

📦🚀 The Indian Grocery Wars, A Battle of Speed, Assortment, and Reach 🌐🥇 In the dynamic landscape of India's grocery delivery market, the competition is fierce and fast-evolving. Let's break down the major players and their unique strategies that are shaping the future of how we shop for essentials. ### Quick Commerce: Speed is the Game ⏱️ 1. Blinkit & Zepto: Delivering groceries in **less than 15 minutes**, these pure-play quick commerce giants focus on urban convenience.   - Assortment: Over 8,000 SKUs, including a significant number of non- grocery items.   - Strengths: Large catalog, ultra-fast delivery, fresh products.   - Challenges: High costs for dark stores and last-mile delivery, challenging profitability. 2. Swiggy: Leveraging its extensive delivery network, Swiggy ensures your groceries arrive in under 15 minutes.   - Assortment: Over 6,000 SKUs with a heavy focus on grocery items.   - Strengths: Fast delivery, fresh products, strong customer retention.   - Challenges: Smaller catalog compared to competitors, high operational costs. Slotted Delivery: Variety and Reach 🛒 bigbasket.com & JioMart Partner: These conglomerates offer an extensive range of products with delivery times of **1-2 days.   -Assortment: bigbasket.com boasts 25,000+ SKUs, while Jio Mart tops the chart with 50,000+ SKUs.   - Strengths: Massive product catalogs, competitive pricing, extensive reach (30-40 km).   - Challenges: Higher delivery times, balancing large-scale operations with efficiency. Key Insights 📈 - Quick Commerce: Ideal for urgent needs with a focus on speed and fresh produce. The main hurdles are high costs and limited reach. - Slotted Delivery: Suitable for planned purchases, offering a vast assortment with competitive pricing but longer delivery times. The Verdict 🏆 In this high-stakes arena, each player has carved out a niche. The quick commerce pioneers are winning on speed and convenience, while the slotted delivery giants leverage their vast assortments and extensive reach. As the battle intensifies, the ultimate winners will be those who can balance efficiency, cost, and customer satisfaction. Stay tuned as the Indian grocery wars continue to unfold, transforming the way we experience convenience and variety in our daily lives. 🌟🛍️ #intelliknow #GroceryWars #QuickCommerce #Ecommerce #IndiaRetail #Innovation #CustomerExperience #BusinessModel #DeliveryService #TechInRetail

India's quick commerce market was valued at $1 billion in 2022 and is expected to grow to $5 billion by 2025, with annual growth rates of 25-30%. Major players like Zepto, Blinkit, and Swiggy Instamart dominate, delivering within 10-30 minutes. Over 60% of demand comes from Tier 1 cities, and average order values range between ₹200-₹500. Q-commerce is projected to capture 10-15% of India's e-commerce market by 2025, driven by rising online grocery demand and hyperlocal logistics. information sources: 1. https://lnkd.in/dKDvzUh6 2. https://lnkd.in/dzeSPUft #QuickCommerce #QCommerceIndia #SwiggyInstamart #FastDelivery #EcommerceGrowth #DigitalTransformation #RetailInnovation #HyperlocalDelivery #ConvenienceEconomy #FutureOfRetail #swiggy #blinkit #zepto

**Quick Commerce: The Future of Shopping in India!** Why is India's quick commerce market booming? - Expansive unorganized #grocery sector - Bustling urban hubs - Rapidly evolving #delivery economics - Rising trend of convenience shopping - Aggressive demand for #D2C brands And it's getting bigger! Did you know quick commerce now contributes to one-sixth of HUL's e-commerce sales, as per Economic Times reports? 📈 Q-commerce penetration has increased to 5.6% in 2024 from 4.4% in 2023. That’s a 31% growth! This highlights its rising significance as a sales channel. What’s the secret to success for Blinkit, Zepto, and Swiggy Instamart? 🌟 - Competitive prices - Lightning-fast delivery This combo is winning over customers nationwide. So, how does quick commerce capture the essence of neighborhood stores? - Small, frequent purchases - Extensive product range - Competitive pricing #Quickcommerce is becoming the go-to choice for Indian households. What does this mean for traditional retail? With Blinkit, Swiggy Instamart, and Zepto leading the charge, the future of shopping is here. Are you looking to take the quick commerce path? Talk to Embitel’s experts to find out how! 🤝

**Quick Commerce: The Future of Retail in India and Investment Insights** Quick commerce, or "q-commerce," is rapidly transforming the retail landscape in India by offering ultra-fast delivery services that bring products to consumers within 10 to 30 minutes. This model, which operates through hyperlocal micro-fulfillment centers, is particularly well-suited for densely populated urban areas where the demand for speed and convenience is high. **The Future of Quick Commerce in India** India’s growing urban population and increasing internet penetration make it a prime market for quick commerce. Several factors suggest strong growth potential for this sector: 1. **Consumer Demand:** As urban lifestyles become busier, the need for quick access to daily essentials is driving consumer interest in instant delivery services.    2. **Technological Advancements:** Innovations in logistics, AI-driven inventory management, and real-time data analytics are making quick commerce more efficient and scalable. 3. **Expanding Product Range:** Initially focused on groceries, quick commerce is now moving into other categories like electronics and fashion, attracting a broader consumer base. **Investment Opportunities** Several companies listed on the National Stock Exchange (NSE) are leading the charge in quick commerce: - **Reliance Industries (NSE: RELIANCE):** Through JioMart, Reliance is leveraging its vast retail and digital network to dominate the quick commerce space.    - **Zomato (NSE: ZOMATO):** Zomato’s investment in Blinkit (formerly Grofers) positions it well in the quick commerce market, benefiting from its extensive delivery network.    - **Tata Consumer Products (NSE: TATACONSUMER):** Partnering with BigBasket, Tata is tapping into the growing demand for rapid delivery of consumer goods. **Conclusion** Quick commerce is poised to become a significant force in India’s retail market. While the sector offers substantial growth potential, investors should consider the challenges, including profitability and competition. Long-term investments in companies with strong infrastructure and innovative strategies could yield significant returns. #stockmarket #trading #investment #zomato #reliance