Bain & Company
Ask about this →0 mentions · last seen 6/5/2026
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Flipkart Fashion logs strongest FY26 growth, doubles down on Gen Z, creators, quick commerce
After its best year in recent memory, Flipkart Fashion is leaning into Gen Z (already ~50% of customers), creator-led commerce (now 3x sales contribution), and quick commerce via Flipkart Minutes (2x lifestyle surge), while pushing deeper into tier-2 cities.
ET Retail · 6/4/2026, 12:38:34 PM
India e-retail to hit $170-180B by 2030 as Gen Z rewrites the funnel: Bain
Bain pegs India's e-retail at $65-66B in 2025, growing 20%+ annually to $170-180B by 2030. Gen Z now 40-45% of shoppers, driving Tier 2+ demand, quick commerce ($10-11B GMV), and conversational shopping via Rufus and ChatGPT over traditional search funnels.
Outlook Business · 5/18/2026, 3:21:22 PM
India PE-VC funding falls 17% to $36B in 2025; consumer & retail flagged as 2026 priority sectors
Bain-IVCA report shows India private capital investments dropped to USD 36 billion across 1,700 deals in 2025, down 17% YoY despite a 10% rise in volumes. Investors expected to stay cautious into 2026, but consumer and retail remain priority domestic bets alongside manufacturing and financial services.
BL · Consumer & Economy · 5/15/2026, 10:10:15 AM