BigBasket's Menon warns quick commerce AOV economics won't turn profitable
At ETRetail Summit 2026, BigBasket founder Hari Menon flagged that quick commerce's low ₹350-400 average order value makes the model hard to monetise. ABFRL and Britannia leaders argued inventory accuracy and execution speed will define omnichannel supply chains as the sector pivots from speed to survival.
At ETRetail Summit 2026, BigBasket founder Hari Menon warned quick commerce's low AOV economics won't make money. Leaders from ABFRL and Britannia stressed inventory accuracy and execution speed will define omnichannel supply chains as the sector shifts from speed to survival.
Why this matters
Reinforces Menon's repeated stance that a ₹400 quick commerce basket 'will never make money,' coming as he steps down as CEO and hands the role to ex-Amazon exec Amit Nanda amid Tata's grocery pivot to profit.
Omni-channel activity holding steady with 472 signals over the past 90 days.