Amazon-Tata quick commerce merger pitched as 'now or never' play against Blinkit, Zepto
Analysis urges Amazon Now and Tata's Big Basket to combine ~1,400-1,500 dark stores to build scale against market leaders amid Rs 50 crore/day sector losses. Big Basket's share has cratered to a projected 8% in CY26 from 40% in 2022, carrying Rs 13,000 crore in losses and Rs 7,000 crore debt.
Analysis argues Amazon and Tata's Big Basket should merge their quick commerce operations to gain scale against Blinkit, Zepto and Flipkart Minutes amid heavy sector cash burn, warning Reliance Retail may make its own QC M&A move.