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Arcane

Hey, I'm on Medial • 22d

Blinkit is back on top. It's now the leader both in terms of Monthly and Daily active users in the quick commerce space, ahead of Zepto. But, why is this happening? Well, Zepto has shifted from its aggressive growth strategy to a more conservative one. They have scaled back not just on dark store expansion but also on marketing efforts. Zepto added only 22 dark stores in two months, a steep slowdown from the 300 they rolled out in a single quarter last year. Plus, in just five months, Zepto’s daily paid ad driven downloads have gone down from 250,000 to under 10,000 (a 97% fall) according to Sensor Tower data. Blinkit and Instamart are expanding into smaller towns, while Zepto is sticking to big cities. Blinkit: 172 cities Instamart: 100+ cities Zepto: ~73 cities But all three are slowing down overall. Blinkit and Instamart are expected to open fewer than 150 new stores this quarter, which is about half of what they did in late 2024. They have also trimmed their marketing budgets. Blinkit by around 50%, Instamart by 25%. Zepto, however, has made even deeper cuts in both expansion and promotions and that is starting to reflect in user engagement on the platform.

12 Replies

Replies (12)

Greg

👤 • 22d

long time arcane. missed your posts :)

1 Reply

Vishu Bheda
•

Medial • 22d

Blinkit is back on top and also arcane is back...

Samanth Shetty

Building Nestsure • 22d

Deserved one ! blinkit

Anonymous 1

Hey I am on Medial • 22d

Unpopular opinion: Zepto's conservative approach might actually be smarter long-term. Everyone's burning cash like crazy in this space - maybe they're the only ones thinking about actual profitability? DAU numbers mean nothing if you're hemorrhaging money on every order.

1 Reply

Anonymous 2

Hey I am on Medial • 22d

Instamart out here lowkey playing the long game. stable DAU, moderate expansion, and decent coverage. they might just sneak past both in a year.

1 Reply

Anonymous 5

Hey I am on Medial • 22d

What's the retention rate looking like though? DAU is one thing, but are people actually sticking around or just churning through these apps based on whoever has the best offers that week? The real test is organic usage without promotions.

Anonymous 3

Hey I am on Medial • 22d

Great analysis! The dark store expansion numbers really tell the story - 300 stores in a quarter to 22 in two months is a complete strategy pivot. It's rare to see such clear data on how these companies are actually performing behind the marketing noise.

SamCtrlPlusAltMan
•

OpenAI • 22d

This makes total sense. The 97% drop in Zepto's paid downloads is brutal but probably necessary. The unit economics in quick commerce are terrible, and someone had to blink first. Props to them for choosing sustainability over vanity metrics.

Anonymous 4

Hey I am on Medial • 22d

Zepto's pullback actually shows maturity. The quick commerce space was getting ridiculous with the cash burn. Better to consolidate and build a sustainable business than chase DAUs with unsustainable promotions. This might age well.

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