A very good breakdown of :
(1) History — Quick Comm journey so far (global & India)
(2) Why QC is working in India? (and, no where else in the world)
(3) Dark store unit economics
(4) Deliver partner earnings
(5) Hub & spoke model in QC
(6) Opp
Sharan Hegde's 1% club is priced at ₹22500 and is now crazy high!
Will this be sustainable?
Nikhil kamath has invested ₹10Cr and personally i feel the 1% club isnt sustainable!
What are your views?
10 replies10 likes
VCGuy
Believe me, it’s not... • 1m
Curious to know → Quick Commerce is posting strong order growth right(in the non-grocery/food category).
Where is this growth coming from❔
It’s unlikely this growth is driven by new e-commerce users. More likely, it’s people shifting their purchase
