India's next e-commerce war has no single winner as quick-commerce opens 'second S-curve'
Analyst Karan Taurani argues instant fulfillment is expanding India's e-commerce market with improving unit economics, leaving room for multiple leaders: Amazon in premium, Flipkart in value/fashion, Meesho in Bharat, and Blinkit in convenience.
Analyst Karan Taurani argues India's e-commerce is entering a quick-commerce 'second S-curve,' with no single winner: Amazon leading premium, Flipkart value/fashion, Meesho Bharat, and Blinkit convenience, as instant fulfillment expands the market with improving unit economics.