Two by Two Are we seeing the unbundling of quick commerce?
Jul 3, 2025
In this engaging discussion, guests Sanjay Ramakrishnan, an early investor with extensive e-commerce experience, and Madhav Kasturia, CEO of Zippee, dive into the fast-paced world of quick commerce. They explore the unbundling trend, where platforms shift from being all-in-one to specialized services. The duo reveals the logistical challenges of dark stores and highlights Gen Z's unique fashion shopping habits. With insights into last-minute shopping and the evolution of quick commerce, they provide a fascinating look at the future of e-commerce and consumer behavior.
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Verticalization of Quick Commerce
- Quick commerce will evolve into vertical specialization by categories like fashion, pharma, gifting, and furniture.
- Different infrastructure and consumer needs necessitate separate apps and stores for these verticals.
Try and Buy Evolution in Quick Commerce
- Myntra discontinued try and buy due to high reverse logistics costs.
- Slick Club offers near real-time try and buy, with customers trying multiple items on the spot and returning some immediately.
Limits of Horizontal Quick Commerce
- Horizontal platforms struggle to accommodate large and diverse categories like fashion due to limited dark store space.
- Specialized dark stores and curated selections are essential for vertical categories to succeed in quick commerce.