India's next e-commerce war has no single winner as market splits into premium, value, Bharat and convenience
Opinion piece argues Indian e-commerce is climbing a second S-curve toward instant fulfillment. Quick commerce players like Blinkit will coexist with Amazon, Flipkart and Meesho—each dominating distinct segments as the pie expands rather than consolidates. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr over FY16-FY25.
Opinion piece argues India's e-commerce is entering a second S-curve toward instant fulfillment. Quick commerce like Blinkit will coexist with Amazon, Flipkart and Meesho—each leading distinct segments (premium, value, Bharat, convenience) as the market expands rather than consolidates.