Quick commerce players pile ~900 dark stores into the same metro pin codes
India's top five q-commerce firms added roughly 900 dark stores in three months, clustering in overlapping metro pin codes rather than fresh territory. Blinkit leads at 2,511 stores (+289), Flipkart Minutes crossed 1,000 (+262), Amazon Now hit 600-700 (+250). Metro pin-code overlap jumped from 26% to 44%, squeezing unit economics.
India's top five quick-commerce players added ~900 dark stores in three months, clustering into the same metro pin codes rather than new areas. Overlap in metro pin codes jumped from 26% to 44%, intensifying market-share battles and pressuring unit economics.
Why this matters
Blinkit's dense metro build-out contrasts with its stretch to remote Manali, where terrain forced customers to trek for orders. The clustering signals a second S-curve q-commerce war with no clear single winner.
Store-opening activity holds steady at 1,253 signals over 90 days.