India's next e-commerce war has no single winner as quick commerce reshapes the field
Analysis argues India's e-commerce is fragmenting into coexisting niches: Blinkit leads convenience, Amazon premium, Flipkart value/fashion, Meesho Bharat. Quick commerce expands categories and improves unit economics. Amazon India revenue grew Rs 2,300cr to Rs 30,000cr and Flipkart Rs 2,000cr to Rs 20,000cr over FY16-FY25.
Analysis argues India's next e-commerce phase is quick commerce, coexisting with marketplaces rather than winner-take-all. Blinkit leads convenience retail, Amazon premium, Flipkart value/fashion, Meesho Bharat—with q-commerce expanding categories and improving unit economics.