India's next e-commerce war has no single winner as quick commerce opens second S-curve
Analyst Karan Taurani argues India's e-commerce is entering an instant-fulfillment phase, with quick commerce expanding categories. Multiple winners expected: Amazon in premium, Flipkart in value/fashion, Meesho in Bharat, Blinkit in convenience. Amazon India revenue grew Rs 2,300cr to Rs 30,000cr (FY16-FY25); Flipkart Rs 2,000cr to Rs 20,000cr.
Analyst Karan Taurani argues India's e-commerce is entering an instant-fulfillment 'second S-curve,' with quick commerce expanding categories. Multiple winners expected: Amazon in premium, Flipkart in value/fashion, Meesho in Bharat, Blinkit in convenience.