India's next e-commerce war won't crown a single winner as q-commerce expands the pie
Opinion piece argues Amazon, Flipkart, Meesho and Blinkit can all grow as instant fulfilment enlarges the market. Amazon India revenue rose from Rs 2,300 cr to Rs 30,000 cr (FY16-FY25); Flipkart from Rs 2,000 cr to Rs 20,000 cr, backed by Amazon's $40 bn India commitment. Improving unit economics and retail media reinforce convenience-led growth.
Opinion piece argues India's next e-commerce/q-commerce battle among Amazon, Flipkart, Meesho and Blinkit will yield multiple winners as instant fulfilment expands the market, with improving unit economics and retail media reinforcing convenience-led growth.