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0 mentions · last seen 6/5/2026

Signals

3PLs Shadowfax, Delhivery, Allcargo pivot to vertical quick commerce as dark store race heats up

Third-party logistics firms are betting on vertical quick commerce in fashion, beauty, pet care and D2C, building dark stores for brands without in-house fulfilment scale. Shadowfax Q4 FY26 revenue hit Rs 1,237 cr (+74% YoY) with Rs 56 cr profit; 100 new dark stores planned in FY27. India 3PL market to grow $38.18B to $50.55B by 2031.

Financial Express · BrandWagon · 6/1/2026, 10:45:24 PM

Quick commerce platforms cap summer rider incentives at 5-6%, half the usual hike, triggering Bengaluru strike

Swiggy Instamart, Zepto, Bigbasket, Amazon and Flipkart raised summer delivery incentives just 5-6% versus the usual 10-15%, citing cost discipline as Instamart's Q4 GOV slipped 0.7% QoQ to Rs 7,881 cr. Riders earning Rs 20-30 per order struck on May 16 as fuel costs eat into Rs 800/day weekday earnings.

ET Hospitality · 5/19/2026, 7:01:33 AM

₹3/litre fuel hike forces BigBasket, Zippee, MilkyMist to rethink free delivery, MOVs and MRPs

A ₹3/litre petrol-diesel hike lifts last-mile costs 2-5% and cold-chain prices 12-18%, with fuel already 20-30% of last-mile opex. BigBasket leans on 40% EV fleet; Zippee, MilkyMist, iD Fresh, ColdStar, StoveKraft and WellBe weigh 6-8% MRP hikes, tighter free-delivery thresholds and curbed ultra-fast SLAs.

Mint · Industry · 5/15/2026, 2:05:58 PM

Quick commerce eyes 8X jump to $68 Bn GMV by 2031, rewriting brand playbooks

Inc42 Datalabs pegs India's quick commerce GMV at $68 Bn by 2031, growing at 52% CAGR from $8.3 Bn in 2026. Habit-led ordering (3-5/week) is pushing brands toward fill rates, dark store throughput and margin discipline. Blinkit's Q4 FY26 NOV hit ₹14,386 Cr, up 95.4% YoY.

Inc42 · 5/15/2026, 10:24:31 AM