Daybreak Zepto isn't just faster anymore. It's also something else
10 snips
Dec 1, 2025 Zepto is evolving its strategy, prioritizing everyday low prices and availability to enhance customer loyalty. Despite a cash-burning approach aimed at rapid user acquisition, questions arise regarding the long-term impact on pricing power. The company faces scrutiny from competitors over its spending habits, even as it experiences growth in revenue and user projections. Leadership changes signal potential internal challenges, adding tension as Zepto prepares for its impending IPO.
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Pivot To Availability And EDLP
- Zepto's strategic pivot focuses on availability and everyday low prices to drive repeat frequency.
- The company phased out order-size discounts and rolled out free delivery above Rs.99 to push EDLP immediately.
Burn Now To Capture Market Share
- Zepto accepts higher cash burn as the cost of rapid user acquisition in quick commerce.
- Management argues top-line and volume growth will precede steady improvements to the bottom line.
Don't Let Discounts Define Your Brand
- Avoid making deep discounts your identity because customers resist price increases later.
- Keep pricing consistent so future attempts to raise prices meet less backlash.