India's next e-commerce war won't crown one winner as quick-commerce reshapes the map
Opinion piece frames a quick-commerce S-curve where players coexist by lane: Amazon in premium, Flipkart in value/fashion, Meesho in Bharat, Blinkit in convenience. Amazon India revenue grew Rs 2,300cr to Rs 30,000cr (FY16-FY25), Flipkart Rs 2,000cr to Rs 20,000cr, on ~$40bn Amazon India investment.
Opinion piece argues India's e-commerce is entering a quick-commerce S-curve where multiple players coexist—Amazon in premium, Flipkart in value/fashion, Meesho in Bharat, Blinkit in convenience—with improving q-commerce unit economics and expanding categories beyond grocery.