The Future of Retail: Why Quick Commerce is the Next Big Thing?

• Dark stores are delivery-only mini-warehouses housing over 6,000 SKUs.
• Positioned near dense urban neighborhoods to optimize logistics.
• Efficiency Gains: QC dark stores achieve 2-3x throughput compared to supermarkets.

• Blinkit: Market leader with 46% GMV share.
• Zepto: The rising star with a 21% GMV share and a focus on 10-minute deliveries.
• Instamart: Swiggy’s QC arm with strong supply chain support.
• BB Now: Tata’s QC initiative, leveraging BigBasket’s ecosystem.

Consolidation has created an oligopoly, with fewer but stronger players.

Real-time data is key to QC efficiency:

• Demand forecasting.
• Inventory optimization.
• Delivery route planning.

The technology minimizes order-to-delivery times, ensuring accuracy and customer satisfaction.

Challenges Addressed:

• Lack of storage space in homes.
• Time constraints of nuclear families.
• Unreliable transport for shopping trips.

QC brings convenience and efficiency to the forefront.

• Platforms are transitioning from heavy cash burns to sustainable operations.
• Key Levers for Profitability:

       Increased Average Order Values (AOVs).

       Ad income and customer fees.

       Streamlined supply chains and lower delivery costs.

• Blinkit and Zepto aim for EBITDA profitability by 2024-2025.

• QC platforms now offer electronics, beauty, home décor, and even festive supplies.
• Impact: Higher AOVs and more frequent consumer interactions.
• QC is becoming a one-stop solution for urban shopping needs.

• QC relies on gig workers for hyperlocal delivery.
• Efficiency Insights:

      -Bicycle riders for short distances (

Key Risks:

• Operational disruptions (e.g., strikes, product shortages).
• Rising competition from large e-commerce platforms.
• It is balancing growth with cost control in smaller markets.

Focus Areas: Building resilience and scalability.

• Founders: Two teenagers who pioneered the 10-minute delivery model.
• Growth Trajectory: USD 1 billion annualized GMV projected by Q2CY24.
• Zepto’s direct sourcing and tech-led efficiencies set it apart in a competitive landscape.

• Blinkit transitioned from Grofers to dominate the QC market.
• Synergies: Partnership with Zomato boosted tech integration and consumer reach.
• Blinkit is expanding into lifestyle products, aiming to be more than just a grocery delivery service.

• QC is growing faster than food delivery due to its diverse TAM (Total Addressable Market).
• Fact: QC GMV is already 50% of the food delivery market and is expected to surpass it within 3-4 years.

• Over 70% of urban purchases are unplanned, making QC indispensable.
• QC taps into modern consumers’ need for speed, variety, and convenience.

• QC is evolving into a broader retail solution, competing with traditional e-commerce giants.
• Vision: With tech-driven efficiencies and a focus on customer delight, QC is poised to redefine urban shopping forever.