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The Real Reason Dunzo Struggled While Blinkit Scaled On paper, both Dunzo and Blinkit offered fast delivery. But one scaled into a national quick-commerce brand. The other ran out of steam. Why? It wasnโ€™t about tech. It was about focus. Dunzoโ€™s Problem: Too Many Directions Dunzo tried to be everythingโ€”grocery, courier, meds, documents, pickups. A horizontal play. Great utility, low retention. Users came when needed. But not daily. And daily use is where scale lives. Blinkitโ€™s Strategy: One Pain Point, Done Right Blinkit went all-in on one thingโ€”essentials delivered now. No confusion. Just speed, convenience, habit. Every feature, every warehouse, every riderโ€”optimized for that one job. Result? Shorter delivery times. Higher order frequency. Clearer value prop. Dunzoโ€™s Trap: Serving Everyone, Pleasing No One By spreading itself across categories, Dunzo diluted experience. Inventory was patchy. Delivery times varied. Marketing was fragmented. Blinkit, meanwhile, turned repeat usage into a product feature. What Blinkit Understood Early Habit builds brand. Reliability builds retention. Narrow focus builds depth. Thatโ€™s how Blinkit scaled while Dunzo pivoted. The Real Insight Scale isnโ€™t about the number of services. Itโ€™s about the number of times a user taps you every week. Blinkit got this. Dunzo didnโ€™t. The Playbook - Pick one urgent problem. Solve it faster than anyone. Optimize every part of the chain for that use-case. Drive daily usage. Expand only when the habit is locked. Final Take - Dunzo built a tool. Blinkit built a habit. And habits are the real moat in consumer startups.

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