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Jayant Mundhra

ย โ€ขย 

Dexter Capital Advisorsย โ€ขย 21d

Why is nobody talking about how Blinkitโ€™s discount per order has gone up by a massive 27% YoY ๐Ÿ“›๐Ÿ“› This is proof that Blinkit is under intense pressure to protect market share, a fall in which could have a massive negative impact on Zomato/Eternalโ€™s stock price. Let me show you the data. .. You see, the company yday, for the first time since IPO released Blinkitโ€™s NET ORDER VALUE (NOV) Until now, they had only been reporting whatโ€™s called GROSS ORDER VALUE (GOV). And the clearly defined NOV as GOV - Discounts. Thus, dividing NOV by GOV gives me the exact %age of an orderโ€™s value that was given away as discounts to generate sales. .. And this is how the discounts as a %age of GOV have changed in the last 5 quarters. Q4FY24: 17.16% Q1FY25: 17.51% Q2FY25: 19.63% Q3FY25: 22.80% Q4FY25: 21.86% This means that earlier, Zomato gave discounts of ~Rs 170 on an order of Rs 1k. Now, itโ€™s giving away ~Rs 220. Up 27% YoY! And somehow, whenever Blinkit and Zomatoโ€™s management has been asked about rising losses on Blinkit front, they never revealed this. They simply kept saying that losses are because of front-loaded investments to increase the pace of dark store opening. But, giving away 22% as discounts is no joke, especially in a SUPER THIN MARGIN business like q-com. Now tell me, did you know this?

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