Blinkit holds 3M daily-order lead as Amazon Now, Flipkart Minutes ramp dark stores
Analysts say aggressive network expansion by Amazon (~Rs 2,800 cr, ~1,000 dark stores) and Flipkart Minutes (~875 stores, targeting ~1,500 by CY26) hasn't dented Blinkit's 3M daily orders. Zepto (2.3M) and Swiggy Instamart (1.2M) trail; new entrants Flipkart (0.7M) and Amazon (0.2M) lag further. Competition may squeeze margins.
Amazon Now and Flipkart Minutes enter India's quick commerce with aggressive dark store expansion, but analysts say Blinkit retains leadership at 3 million daily orders. Competition may pressure margins and delay expansion, though scaled players' long-term potential stays intact.