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Arcane

Stealth • 3m

ONE INTERESTING OBSERVATION SERIES DAY #13 The Q-Commerce, despite its explosive growth in recent times, is just in it's infancy stage! It is estimated that there will be approx 20 mn Monthly transacting users(MTUs) by FY 2026 post which the growth will stabilise a bit. New users during this period will be most likely from India's top 30 cities. Entering smaller cities would require platforms to tweak the current dark store model as it is not viable in less dense markets. What do you think - Can Q-commerce platforms use India's Kirana network for deliveries in smaller cities? Let me know your thoughts!

12 replies9 likes

Replies (12)

Anonymous 4
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Wipro • 2m

The opportunity here 😮

1 replies1 like

Anonymous 3

Stealth • 2m

QC or ONDC which one have more potential?

1 replies1 like

Anonymous 2

Stealth • 2m

It’s going to be HUGE. Theres actually a combined trillion dollar plus economy possible just all through quick commerce.

1 replies1 like

Hawk
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Medial • 3m

Well I feel Quick commerce definitely will see more success as more and more people adapt to it. Why because they won’t do impulsive buying like they do in DMart and other stores they will only order important stuff or the stuff that is needed immediately for a few days as they would have the mindset change that more stuff is just a click away and will be delivered within 10-15 mins

2 replies2 likes

Anonymous 1

Stealth • 3m

Yeah.. zepto is claiming that it’ll be the size of dmart level profitability, that’s their vision or promise to investors. Which means even blinkit will accelerate

1 replies3 likes