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Deepdive: In Dec 2024, I posted a viral deepdive on how Flipkart Minutes a very differentiated quick commerce platform, with over 50% of the orders in the 3 cities it was live in at that time being about 10-minute smartphone delivery. And with what it has done NOW, Flipkart has turned that differentiated play into a way formidable moat. Let me explain, what 99.99% people don’t even know! .. Dec 2024: - Though it was still early days, half of Flipkart's quick commerce sales were all electronics (majorly smartphones) - All the other players had been late entrants to electronics, with the major game being restricted to low-value or seasonal consumer goods, like iPhones in days post-launch, air purifiers during peak pollution days in Delhi and so on This placed Flipkart Minutes very favourably, even though they were at a very small scale then. Why? Even if their presence was limited to 3 city clusters (Mumbai, Bengaluru and NCR), those three account for ~75% of all Indian e-commerce sales. - Thus, if they could truly cement share here with this electronics-first approach, this will be a massive shift in the whole quick commerce sector - After all, this way, Flipkart Minutes could end up being the fastest one to turn profitable from the day of inception, given the much higher ticket sizes and margins .. And what has happened now? Flipkart has strengthened the moat around electronics retail in those very 3 cities. - How? In select PIN codes, it now allows old smartphone exchange and delivery of new one, all within 40 minutes - This is done via Flipkart’s Prexo - which is a new service, all about electronics exchange logistics chain - from doorstep diagnostics to instant valuation to logistics to Flipkart RESET’s centres And what’s Flipkart RESET? Well, RESET is a separate business unit, which refurbishes used electronics (smartphones, ACs, refrigerators and more), and then sells them to offline retailers. Most people just don’t know that Flipkart is also into this B2B business. .. Outcome? - Flipkart has built a deep, operational moat around the complex, high-margin world of electronics recommerce which benefits its quick commerce business in the 3 cities which make for 75% of the e-com market in India - Same muscle also feeds the B2B business run under RESET, which adds to overall business growth And with Flipkart’s public plan to scale Prexo across 19 cities Minutes is now active in, focus is all on doubling down on this all-in electronics-led quick commerce strategy which also increases the e-commerce business under RESET. Amazing, isn’t it! Did you know this?