India's next e-commerce war has no single winner as quick commerce climbs a new S-curve
Opinion piece argues the battle among Amazon, Flipkart, Meesho and Blinkit won't yield one victor. Amazon India grew from Rs 2,300 cr to over Rs 30,000 cr and Flipkart from Rs 2,000 cr to over Rs 20,000 cr (FY16-FY25), while quick commerce improves unit economics and expands beyond grocery.
Opinion piece argues India's next e-commerce battle among Amazon, Flipkart, Meesho and Blinkit won't yield one winner; quick commerce enters second digital retail S-curve with improving unit economics, expanding beyond grocery into multiple categories.
Why this matters
Reinforces the recurring view that Amazon, Flipkart, Meesho and Blinkit will crown multiple winners in distinct lanes, with quick commerce reshaping the field as it climbs a new S-curve.
retail-company theme accelerating at +669900% QoQ.