India's next e-commerce war has no single winner as quick commerce opens second S-curve
Opinion piece argues the battle among Amazon, Flipkart, Meesho and Blinkit won't crown one victor. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr (FY16-FY25) and Flipkart from Rs 2,000 cr to Rs 20,000 cr, as quick commerce brings improving unit economics and widening categories.
Opinion piece argues India's next e-commerce battle among Amazon, Flipkart, Meesho and Blinkit won't produce one winner, as quick commerce enters a second digital retail S-curve with improving unit economics and expanding categories.
Why this matters
Follows Blinkit CEO's warning of a sudden quick-commerce correction as capital tightens, and prior signals arguing Amazon, Flipkart, Meesho and Blinkit will carve distinct niches rather than crown one victor.
retail-company theme accelerating at +815000% QoQ.