India's next e-commerce war: quick commerce set for multiple winners, not one
Opinion piece argues India's instant-fulfilment phase will sustain several players—Blinkit, Amazon Now and Flipkart Minutes—coexisting as categories expand and unit economics improve, unlike the winner-take-all logic of earlier e-commerce.
Opinion piece argues India's next e-commerce phase—quick commerce—will support multiple winners rather than a monopoly, with Blinkit, Amazon Now, and Flipkart Minutes coexisting as instant fulfilment expands across categories with improving unit economics.