Flipkart's Ekart, Amazon Flex Open Logistics Arms to Rivals, Targeting $300 Bn Market
Amazon and Flipkart's Ekart are monetizing in-house logistics as third-party B2B providers, serving rivals like Nykaa, IKEA and TataCliq. The move intensifies competition with Delhivery, Blue Dart and Shadowfax, with Delhivery shares falling 4% on the news.
Amazon and Flipkart's Ekart are monetizing logistics infrastructure as third-party B2B providers, serving rivals like Nykaa, IKEA, TataCliq and enterprise clients, intensifying competition with Delhivery, Blue Dart and Shadowfax across India's $300 Bn logistics market.
Why this matters
After Walmart's $16B Flipkart buy signaled India's retail FDI coming of age, Flipkart is now monetizing in-house infrastructure, turning Ekart into a revenue-generating B2B logistics arm beyond its own marketplace.
Retail-company signals accelerating at +426300% QoQ.
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