India's next e-commerce war has no single winner as q-commerce validates instant fulfilment
Analysis argues Blinkit can coexist with Amazon and Flipkart. The launches of Amazon Now and Flipkart Minutes validate instant fulfilment, with q-commerce expanding beyond grocery on improving unit economics. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr (FY16-FY25); Flipkart from Rs 2,000 cr to Rs 20,000 cr.
Analysis argues India's e-commerce and quick-commerce market will support multiple winners. Blinkit can coexist with Amazon and Flipkart, whose Amazon Now and Flipkart Minutes launches validate instant fulfilment as q-commerce expands beyond grocery with improving unit economics.