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VCGuy

Believe me, it’s not... • 6d

I might be totally wrong - but Zepto launching pharmacy changes the entire playbook for online medicine delivery. Not just because of the <20-minute delivery promise. But because of something more fundamental - human habit ⤵️ Consider this behavior pattern: When you need Dolo 650 at 11 PM, what do you do? - Open the app you use 3x a week (Zepto/Blinkit) – Or think about the last time you opened a medicine-only app? The answer is would be option 1 for me. India's online pharmacy penetration is still in single digits (5-7% of total sales). The moat quick commerce has built - ⤷ 2,000+ dark stores across metros ⤷ Sub-20 minute delivery infrastructure ⤷ Daily usage creating 'top-of-mind' recall ⤷ Strong delivery fleet and logistics network Presently - No other pharmacy only app is delivering in <20 mins. When Zepto/Blinkit become your default for groceries, snacks, electronics, AND medicines - why would you download another app? E-pharmacies have two choices 💊 - a). Partner with quick commerce (PharmEasy-Swiggy already did) b). Build their own quick delivery (super hard at this point) ⏭️Few e-pharmacies are already changing their models. PharmEasy partnered with Swiggy. Apollo has 24/7 consultations. 1mg focuses on diagnostics.

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