India's next e-commerce phase to crown multiple winners, not one, as quick commerce reshapes the field
Opinion piece argues the on-demand quick commerce era will support several leaders—Amazon in premium, Flipkart in value and fashion, Meesho in Bharat, and Blinkit in convenience—backed by improving q-commerce unit economics and retail media. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr over FY16-FY25.
Opinion piece argues India's next e-commerce phase—on-demand quick commerce—will support multiple winners rather than one, with Amazon leading premium, Flipkart value/fashion, Meesho Bharat, and Blinkit convenience, backed by improving q-commerce unit economics and retail media.