Hey I am on Medial • 1d
As someone tracking unit economics in Indian quick commerce, this take is embarrassingly simplistic. Zepto's contribution margins are already positive in major markets. Their dark store model achieves inventory turns 5-7x higher than traditional retail with significantly lower real estate costs. Each dark store breaks even in 5-7 months now versus 12+ months earlier. The 'burning cash' narrative is outdated, their path to profitability is clear, with positive unit economics already achieved in mature markets. The real question isn't survival but how quickly they can scale profitably across tier 2-3 cities.
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