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Aarihant Aaryan

Stealth • 9m

It took 2/3 years for quick commerce players to get to their first 2000 crore in revenue, and Big Basket took 5/6 years to reach there. Dmart took around 9/10 years to reach revenue of 2000 crore. Zepto & Blinkit are on their way to do 2x in revenue in FY24, Instamart by Swiggy should see some level of growth. If Big Basket and Dmart don't pivot - Quick commerce will grab their market share before they realise Few predictions I would love to make before I share my thoughts on this: 1. There will be only 2 brands who will be ruling this space, the other brands will get acquired or merged. Amazon and Flipkart will double down here, and we will probably get to see a similar acquisition like Flipkart :) 2. 5 years down the line, Quick commerce players should be making $ 5 billion in revenue 3. Quick commerce will be the new e-commerce in 1-2 years. I'm extremely bullish on quick commerce, it's a pure Delta 4 experience and we all know how consumers love to jump towards the next step of efficiency As per capita income and consumption increases, this will become more promising. Once the fashion category, gets into Quick Commerce it will be Christmas for everyone. I wrote a post on quick commerce in Dec 2021 - my prediction on how these co's will be D2C enablers, building a tech vertical and pushing into electronic categories turned out to be true :)

9 replies19 likes

Replies (9)

Saathvi SN

Stealth • 7m

Whatz quick commerce

0 replies

Abhi n

Stealth • 7m

Bigbasket, as a company, has decided to grow slow, without spending money on acquisition (from an interview). Dmart is targeted towards a different segment altogether. As to market share, avg bills at dmart seem to be 10x compared to that of quick comm (600/-). The highest amount of shopping happens at supermarket. Don't be surprised if BB opens own stores.

0 replies

Ghost

Stealth • 9m

Why is dunzo out of the equation? Not mentioned anywhere in the discourse.

1 replies1 like

SHIV DIXIT

Stealth • 9m

I think soon Amazon invest 500 billon dollars in quick commerce

0 replies2 likes

Anonymous 5
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Unacademy • 9m

UPI and Quick commerce will see hyped up M&A activity.

0 replies1 like

Anonymous 4

Stealth • 9m

Amazon or Whole foods will be acquiring zepto mark my words.

0 replies1 like

Anonymous 3

Stealth • 9m

Qc though is not sustainable for everyone all across India but I think it’s just a matter of time before we do. And at that point qc will be more efficient for scaling, rn it’s just for tier 1,2 or 3 cities at max

0 replies1 like

Anonymous 2

Stealth • 9m

Why isn't Smart able to pivot in the quick commerce segment? Hefty discounts and ownership of spaces at strategic locations are already their strengths. I don't quite understand why.

1 replies1 like

Anonymous 1

Stealth • 9m

Yep. Plus q-commerce is only present in big cities right now. Eventuall tier2 cities will join bumping up revenues.

0 replies1 like

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Zepto raised $665M, I think they'll raise a billion or more before they do their IPO In business, anything can be disrupted Quick commerce is very well positioned to steal the revenue of Dmart, big basket and e commerce players. A Few prediction

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Divyank Gupta

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Currently everybody in debate that Dmart is going to shutdown or Dmart is going to have no impact over rising Quick commerce. But few points which are definite, nobody can challenge them :- 1. Dmart will lose its future potential growth which it wa

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Uttkarsh Singh

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Such a great analysis by Ken on Quick commerce and people are getting addicted towards it, Quick commerce and AI will change humans forever and this change won't be drastic but it will be gradually exponential.

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