Blinkit's strong order growth, expanding user base and disciplined execution reinforce its leadership in quick commerce, while Eternal's Q1 results beat Street estimates
Beauty and personal care sales on quick commerce platforms are nearing $1 billion annually, driven by premium products and strong demand, says Redseer
Revenue nearly tripled in the June quarter as Blinkit's rapid expansion lifted earnings, while food delivery, going-out and Hyperpure businesses also reported growth
Eternal posts a four-fold rise in Q1 profit to ₹92 crore as Blinkit drives strong revenue growth, while Zomato's food delivery business maintains steady momentum
After competing on delivery speed, quick commerce companies are betting on gourmet foods, imported products and premium brands to increase average order values and improve profitability
Q1FY27 company results: Firms including IndusInd Bank, Dr Reddy's Laboratories, JSW Energy, NTPC Green Energy, Hindustan Petroleum Corporation are also set to announce their Q1 results today
Eternal Q1 Results Preview: According to brokerage estimates, the profit figure could grow multi-fold amid a sharp rise in sales, led by Blinkit.
India's quick commerce market expanded 40 per cent year-on-year, while the combined dark store network of Blinkit, Instamart and Zepto grew nearly 48 per cent, says an Equirus report
CityMall says serving 'the belly of India' will drive its next level of growth
Quick commerce has moved beyond emergency groceries, forcing Amazon and other retailers to fight to become the first app consumers open whenever they need to buy something
Amazon Now and Flipkart Minutes are expanding aggressively to challenge Blinkit, Instamart and Zepto, betting on scale, Tier-II markets and existing customer ecosystems
Health and nutrition are reshaping India's snacking habits, with consumers seeking protein-rich products, natural ingredients and greater transparency, according to the Farmley Healthy Snacking Report
Despite rapid growth, Eternal (Blinkit) and Swiggy have lost over $15 billion in market value as Amazon, Flipkart and Reliance intensify the battle.
Analysts at JM Financial believe that 1QFY27 will reinforce the widening divergence between Blinkit and Instamart, with the former likely to outperform; they lowered target price on Swiggy to ₹250.
Analysts at Bajaj Broking highlight two key breakouts on Eternal stock chart; one above the falling trend line and other above the 50-day EMA, for its bullish stance on the stock.
Aggressive expansion by Amazon and Flipkart, coupled with Zepto's IPO plans, is intensifying competition in India's fast-growing quick-commerce market and putting pressure on established players
Dark stores are powering India's quick-commerce revolution, but experts question whether existing inspection systems, penalties and enforcement can match the sector's rapid growth
The company plans to expand Amazon Now to more than 300 cities as rivals Blinkit, Zepto, Instamart and Flipkart race to build larger fulfilment networks
The leadership changes come as competition intensifies in the quick-commerce segment, with incumbents and new entrants accelerating expansion plans
Walmart-backed Flipkart expands its quick-commerce footprint across 130 cities and 8,000 pincodes, with plans to scale up to 1,500 fulfilment centres