India's next e-commerce war: quick commerce likely to crown multiple winners, not one
Opinion piece argues the quick-commerce phase will fragment along positioning: Amazon in premium, Flipkart in value/fashion, Meesho for Bharat, and Blinkit in convenience. Amazon India revenue grew from Rs 2,300 cr to Rs 30,000 cr (FY16-FY25) on ~$40bn investment; Flipkart from Rs 2,000 cr to Rs 20,000 cr.
Opinion piece argues India's next e-commerce phase—quick commerce—will have multiple winners: Amazon in premium, Flipkart in value/fashion, Meesho for Bharat, and Blinkit in convenience, expanding categories and improving unit economics.
Why this matters
Builds on Blinkit's lead in India's quick commerce race post-2023 and analyst views that no single winner emerges as e-commerce enters its second S-curve of instant fulfilment.
retail-company theme accelerating at +788900% QoQ.