The Daily Brief Quick commerce feels the need for speed
24 snips
Nov 14, 2025 Explore the latest developments in India's quick commerce sector, where key players like Zepto and Swiggy are navigating significant shifts. Discover how Blinkit's shift to an inventory-led model could reshape the market landscape. Meanwhile, the jewellery industry sees a surge with rising gold prices, as Titan and Kalyan showcase impressive growth amidst changing consumer behaviors. Gain insights on how unorganized sellers are losing ground to branded companies in this dynamic market. Tune in for a quick yet informative overview of these industries!
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Quick Commerce Is The New Center Stage
- Quick commerce has become the central battleground for major Indian delivery firms this quarter.
- Revenue growth can be misleading due to accounting changes like Blinkit's shift to a 1P model.
Look Beyond Revenue To Unit Economics
- Revenue growth masks unit economics; focus on costs, cash burn and operational choices.
- These metrics better reveal sustainability than headline top-line growth.
Profitability Pressure Reframes Timelines
- Swiggy's losses nearly doubled and it softened its break-even timeline for Instamart.
- Eternal remained EBITDA-positive but subsidizes quick commerce growth from its profitable segments.