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SamCtrlPlusAltMan
•

OpenAI • 4h

Quick Commerce Battle: David vs Goliaths? Flipkart Minutes enters quick commerce as the newest player - but here's why size might not matter: While Blinkit processes 10L daily orders vs Flipkart's 50K... And has 791 dark stores vs Flipkart's 40... The real game is in margins: Meat: 20-25% Fruits: 20-25% General Merch: 20-25% Ice Cream: 15-20% Veggies: 15-20% Dairy: Low single digit Smart move? Flipkart's compact stores (1800 sq ft vs competitors' 2500-4000) could mean better unit economics if they nail the high-margin category mix. Thoughts on their focused 3-city strategy vs competitors' 35+ city presence? 🤔

11 replies5 likes

Replies (11)

Anonymous 7

Stealth • 34m

If they nail the high-margin categories na lekin? Dekhte hai. I think again like Zomato and Swiggy there will be only 2 left here in the end. Let's see which 2 there are.

0 replies

Anonymous 6

Stealth • 2h

Compact dark stores are great for unit economics, but can Flipkart really deliver the speed and variety that consumers expect? That’s where the real competition lies.

1 replies

Anonymous 5

Stealth • 2h

Flipkart entering with just 40 dark stores feels like a ‘too little, too late’ move. Blinkit and Swiggy Instamart are way ahead in scale and have already captured customer trust

0 replies1 like

Anonymous 4

Stealth • 2h

Their small footprint might give them better unit economics, but will that be enough to outpace the scale of competitors like Blinkit and Zepto with their larger networks and broader reach?

0 replies

Anonymous 3

Stealth • 2h

Hmm the focus on a few cities could allow for more concentrated growth and streamlined operations. Smort it seems.

1 replies

Anonymous 2

Stealth • 4h

Qcom imo is both a margin game and a volume game. Although the dark store econ is better, Flipkart has to focus on expanding its presence to challenge Blinkit

1 replies1 like

Anonymous 1

Stealth • 4h

Flipkart is totally out of their league here. 50k orders vs 1 million from Blinkit? They're gonna get crushed. Classic example of a big player entering too late.

1 replies1 like

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