Amazon India quick commerce doubling each quarter as Jassy signals patient bet against Blinkit, Zepto

CEO Andy Jassy says Amazon deliberately delayed its quick commerce push in India to perfect the model, and the business is now doubling sequentially every quarter. The disclosure sharpens the contest with Blinkit, Zepto and Swiggy Instamart, who have set the pace on sub-30-minute delivery economics.

— Filed Fri, 26 Jun, 2026, 19:43 IST · Source Moneycontrol · News Web · Updated

Amazon CEO Andy Jassy says the company deliberately waited to refine its quick commerce model in India and the business is now doubling each quarter, signalling intensified competition with Blinkit, Zepto and Swiggy Instamart.

Why this matters

Builds on Amazon's $48B India commitment through 2030 and its quick commerce expansion plan targeting 300 cities, signaling a patient but accelerating challenge to Blinkit, Zepto and Instamart.

Retail-company activity steady at 3,893 signals over the past 90 days.

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