•
Dexter Capital Advisors • 2m
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?
Front end developmen... • 6m
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•
Dexter Capital Advisors • 2m
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•
Dexter Capital Advisors • 11m
Look at the image. That's what PM Modi did to the middle class in the budget today. Just the finger was a different one 📛📛 It made a mockery of the middle class in this budget. To be precise, it is all about two numbers- Rs 17.5k and Rs 7k crore.
See More•
Dexter Capital Advisors • 1y
3k crore of taxpayer money burnt in the last two years 📛📛 And Modi Govt is set to burn another Rs 1.2k crore in FY25 for what is clearly another Air India in the making. For what? And worse, this time, there may be no buyers either. .. FY23: Go
See MoreHard work beats tale... • 5m
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 MoreDownload the medial app to read full posts, comements and news.