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Sunil Huvanna

Stealth • 5m

I somewhere started feeling that these Zepto, BlinkIt, Swiggy Instamart & other quick commerce operators shall slowly start eating market size of B2B giants such as Jumbotail & Udaan who also operate In the same sector. Do you Agree!?

Yes

Votes: 54

2 replies7 likes

Replies (2)

Anonymous 1

Stealth • 5m

At the end of the day, the economy of small kirana stores to so called big B2B gatekeeprs is going to be disrupted sooner or later. For now, they have some time, but many stakeholders in the supply chain will see their margins cut. The only way kirana stores can survive long-term is by buying directly from big retail giants like Reliance Retail. Typically, the original supply chain involves: - Big FMCG companies - Big contract sellers - Big wholesalers - Small wholesalers - Salesmen - Kirana stores With Reliance’s Smart Point model, it could simplify to: - Big FMCG companies - Reliance Retail - Kirana stores This is a win-win for kirana stores and consumers. However, the rise of 10-minute grocery delivery poses a new challenge. While it will take time to penetrate Tier 2 and later cities, it has clear potential in Tier 1 cities and might take over a decade for wider reach. Meanwhile, Ambani might integrate direct delivery to nearby franchise stores. This sector.

1 replies2 likes

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