India's next e-commerce war has room for many winners as quick commerce reshapes fulfillment
Opinion piece argues Amazon, Flipkart and Meesho can coexist with quick commerce players like Blinkit, Amazon Now and Flipkart Minutes. Amazon India revenue grew from Rs 2,300cr to Rs 30,000cr (FY16-FY25); Flipkart from Rs 2,000cr to Rs 20,000cr. Growth driven by instant fulfillment, improving unit economics and retail media.
Opinion piece argues India's next e-commerce battle has room for multiple winners as quick commerce (Blinkit, Amazon Now, Flipkart Minutes) coexists with Amazon, Flipkart, Meesho, driven by instant fulfillment, improving unit economics, and retail media.