Back

Jayant Mundhra

 • 

Dexter Capital Advisors • 14h

Why is nobody talking about how Blinkit’s discount per order has gone up by a massive 27% YoY 📛📛 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/Eternal’s stock price. Let me show you the data. .. You see, the company yday, for the first time since IPO released Blinkit’s NET ORDER VALUE (NOV) Until now, they had only been reporting what’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 order’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, it’s giving away ~Rs 220. Up 27% YoY! And somehow, whenever Blinkit and Zomato’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?

0 replies15 likes

More like this

Recommendations from Medial

Image Description
Image Description

Pika

....... • 22d

8 months ago, ⚡ Zepto was at $1B GOV (Gross Order Value). Now? 💰$4B. 📈 300% YoY growth 🔥 50% cut in EBITDA & OCF (Operating Cash Flow) burn ✅ Breakeven in sight From dark stores to IPO dreams— Can Zepto become India’s quick commerce success sto

See More
2 replies16 likes
2
Image Description
Image Description

Akshat kumar Jain

Front end developmen... • 4m

Have you noticed ads on Zepto, Blinkit, or other quick commerce platforms lately? Quick commerce is no longer just about fast deliveries—it’s quietly becoming a goldmine for advertisers. The Rise of Quick Commerce Ads Zepto's bold move: Zepto rec

See More
3 replies5 likes
Image Description
Image Description

Jayant Mundhra

 • 

Dexter Capital Advisors • 17h

And I won against Zomato! A big victory today, as Zomato has finally revealed its Net Order Values 🙏🙏 People who have been reading my work over the last 26 months know how I have written so many viral posts to build awareness on how Zomato has bee

See More
4 replies30 likes
15

Pika

....... • 9d

🚨🔥 In FY24, - Zara India made Rs 2769 crore - Westside made Rs 4950 crore - Zudio made Rs 7000 crore Zara's AOV: Rs 4k to 4.5k Westside's AOV: Rs 1.5k to 2k Zudio's AOV: Rs 500 to 1k AOV ( AVERAGE ORDER VALUE)

0 replies8 likes
Image Description

Sai Charan

Hard work beats tale... • 3m

When you make an order in Zomato, the minimum order value is 1200 for free delivery, whereas it is just 200 in Blinkit Why? Also the delivery charge is 55 rupees for 4 kilometres in Zomato and 30 rupees in Blinkit(assuming the dark store is 4km from

See More
1 replies9 likes
2

Mridul Das

Introvert! • 2m

Zomato📛 is changing its name to Eternal Ltd. Eternal will now include four main brands: Zomato📛, Blinkit, District, and Hyperpure. So ETERNAL is now the parent company of Zomato. How much you rate ⭐⭐⭐⭐the name out of 10.

0 replies17 likes
5

Arcane

Hey, I'm on Medial • 11m

BlinkIt - From an acquisition carried out just to defend the food delivery business of Zomato to achieving 186% YoY growth. The stars aligned right for Zomato.

0 replies2 likes

Rhythm M

Figuring out • 23d

From 0 to $4 Billion: Zepto’s Hypergrowth Journey Aadit Palicha just dropped some game changing numbers: Zepto is nearing $4B in annualized Gross Order Value that’s a 300% YoY growth. Since January alone, GOV spiked by 30%, and operational burn for

See More
0 replies8 likes
Image Description
Image Description

gray man

I'm just a normal gu... • 23d

Zepto, a leading player in the quick commerce space, has significantly reduced its cash burn and is approaching a $4 billion annualised gross order value (GOV), according to cofounder and CEO Aadit Palicha. “We’re getting close to $4 billion in annu

See More
5 replies11 likes
2
Anonymous

it would be intetesting data to see what is the age bracket indian order on zepto blinkit swiggy instmart

0 replies2 likes

Download the medial app to read full posts, comements and news.