Swiggy, Zepto and Instamart follow Amazon’s quick commerce playbook via Amazon Now, which has already been offering zero miscellaneous charges to attract users in Bengaluru and Delhi-NCR.
The proposed Rs 10,000-crore QIP comes as rivals Zepto and Blinkit expand aggressively and new entrants like Reliance and Flipkart intensify competition in quick commerce.
Analysts say competitive pressure in India’s quick commerce space has been rising for several quarters, and Zepto’s recent fundraise is set to sharpen it further as Blinkit doubles store count, Instamart leans on discounts, and Reliance, Flipkart and Amazon expand into new city tiers
The quick commerce platform is doubling down on store density in India’s biggest cities even as rivals Swiggy, Zepto, Flipkart and Amazon intensify the battle for faster deliveries.
Eternal expects demand recovery in Blinkit from Q3FY26 after GST rate cuts on essentials, but food delivery growth took a short-term hit as the new levy was passed on to customers.
Platforms like Blinkit, Swiggy’s Instamart, and Zepto have also been asked by the government to showcase savings made on account of the GST rate cuts, sources said, adding that this strategy is key to ensuring that tax reductions are leading to lower retail prices on a daily basis.
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.
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.
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.
Walmart is betting big on 15-minute fulfilment in India, even as rising infrastructure and discounting costs test the profitability of its international arm
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.
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.
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.
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
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.
The incident, captured in the building's CCTV camera, occurred at the CD Gurudev Building in Mumbai's Virar West.
Eternal reported a sharp 90 percent YoY fall in net profit for the first quarter of FY26, with earnings falling to Rs 25 crore.
Quick commerce now accounts for nearly half of Eternal’s annualised net order value (NOV), with Blinkit surpassing food delivery on key metrics.
Sequential margin gains, rising user base and store-level efficiency are hinting at improving unit economics at Blinkit.
BigBasket is evolving into Tata Digital’s last-mile engine, enabling everything from pharmacy and fashion to electronics and food delivery via quick commerce.
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.
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.
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
The flat-priced meals are now live in more than 175 cities, including Delhi, Bengaluru and Kolkata, the company said on July 1
Bessemer sees quick commerce disrupting both offline and online retail as smartphone use, digital spend, and online shopping time surge.