India's next e-commerce war has no single winner as quick commerce opens second S-curve
Analyst Karan Taurani argues Blinkit, Amazon India, Flipkart and Meesho will coexist across premium, value/fashion, Bharat and convenience segments. Quick commerce expands beyond grocery with improving unit economics as Amazon India revenue grew from Rs 2,300cr to Rs 30,000cr over FY16-FY25.
Analyst Karan Taurani argues India's e-commerce enters a second S-curve toward quick commerce. Blinkit will coexist with Amazon, Flipkart, Meesho, each leading distinct segments—premium, value/fashion, Bharat, convenience—as q-commerce expands beyond grocery with improving unit economics.