India's next e-commerce war has no single winner as players carve out distinct turf
Opinion piece argues the battle fragments by segment: Amazon in premium, Flipkart in value and fashion, Meesho for Bharat, Blinkit in quick commerce. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr (FY16-FY25) and Flipkart from Rs 2,000 cr to Rs 20,000 cr. Q-commerce expands categories with improving unit economics and retail-media monetization.
Opinion piece argues India's next e-commerce battle will have multiple winners: Amazon in premium, Flipkart in value/fashion, Meesho for Bharat, Blinkit in quick commerce. Q-commerce is expanding categories with improving unit economics and retail-media monetization.