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With most prime catchments in metros already taken, quick commerce firms are contending with soaring vacancy rates and high churn at dark stores, even as new vertical players crowd into the market.
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The company has also begun testing a Rs 50 'VIP Mode' in select locations that promises faster deliveries, priority riders, and a concierge-style service for select top customers.
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Platforms are looking to profit from the better economics in these categories. Premium stock-keeping units (SKUs) not only have higher ticket sizes but also offer better margins.
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Walmart is betting big on 15-minute fulfilment in India, even as rising infrastructure and discounting costs test the profitability of its international arm
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D2C brands are rushing to load warehouses, bundle festive SKUs and jostle for visibility on Blinkit, Zepto and Instamart, even as staffing shortages slow down restocking and push up ad costs.
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Once the move to a new model is completed, Swiggy’s organisational structure will be similar to that of Blinkit, its arch-rival. The two VPs of Finance will likely report to CFO Rahul Bothra, sources told Moneycontrol.
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Based on NMV, Blinkit had a 52 percent market share, Swiggy was number two with a market share of 25 percent and Zepto was in third place with a 23 percent market share, the data, accessed by Moneycontrol, showed.
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Jha says pressure remains high in quick commers as standalone rivals scale and ecommerce giants test waters, even as Swiggy shifts focus to deepening existing markets
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In June, the FDA found that a Blinkit-affiliated dark store in Pune operated by a partner firm was functioning without a mandatory food safety licence. In the case of Zepto, a facility in Dharavi found instances of non-compliance with food safety norms. Both companies had resumed operations after clearance from the authorities.
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The incident, captured in the building's CCTV camera, occurred at the CD Gurudev Building in Mumbai's Virar West.
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Eternal reported a sharp 90 percent YoY fall in net profit for the first quarter of FY26, with earnings falling to Rs 25 crore.
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Quick commerce now accounts for nearly half of Eternal’s annualised net order value (NOV), with Blinkit surpassing food delivery on key metrics.
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Sequential margin gains, rising user base and store-level efficiency are hinting at improving unit economics at Blinkit.
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BigBasket is evolving into Tata Digital’s last-mile engine, enabling everything from pharmacy and fashion to electronics and food delivery via quick commerce.
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As vertical quick commerce platforms scale across fashion, home services and baby care, Lightspeed's Taneja says the real edge lies in supply chain control and consumer loyalty — not just speed. The firm is backing founders solving large, unorganised category problems through tech-led formalisation.
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As part of the transition, which will come into effect from September 1, Blinkit will no longer require sellers to maintain multiple Additional Places of Business (APOBs) under their GST registrations for every state where the company operates.
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The launch comes less than a month after Amazon entered Bengaluru Bengaluru, as the American e-commerce giant eyes a slice of India's $57-billion quick commerce opportunity
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The flat-priced meals are now live in more than 175 cities, including Delhi, Bengaluru and Kolkata, the company said on July 1
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Bessemer sees quick commerce disrupting both offline and online retail as smartphone use, digital spend, and online shopping time surge.
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The suspension was lifted following a detailed reinspection by the state’s Food Safety Commissioner and the submission of a compliance report by Zepto, which included an internal audit, water analysis, and photographic evidence of corrective measures taken at the site.
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The launch follows a pilot run in December last year. Amazon plans to scale up its presence in Bengaluru in the coming weeks, before expanding to other cities
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The campaign for quality checks of these dark stores will be led by the Food Safety and Standards Authority of India
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The member-only service, which aims to deliver 'real quality in minutes, is now live, with operations limited to Bengaluru’s Sarjapur Road and Bellandur areas, for now
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The action against Blinkit’s partner store comes barely a week after the Maharashtra FDA suspended the food business license of Zepto’s parent company, Kiranakart Technologies Pvt Ltd, over serious lapses at one of its Mumbai dark stores.
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The gap between Blinkit and its closest peer in quick commerce has grown from 1.79 million weekly active users in early January to 7.7 million by late May, its highest ever, CLSA said.
