Thus far in the calendar year 2026, Eternal outperformed the market by soaring 12 per cent, compared to an 8.7 per cent decline in the BSE Sensex.
D2C startups across food, beverages, fashion and electronics are using quick commerce as a launch and discovery channel, with festive-season demand driving new products and wider assortments
Proposed changes could require delivery platforms to run EV fleets, track vehicles, provide insurance, and contribute 2% of each ride's fare to a driver welfare fund
The proposal to levy a fee on UPI transactions could put quick commerce in the slow lane
Eternal leads on market share, profitability and scale, but Swiggy's faster Ebitda growth, improving retention and product innovation could support a valuation re-rating
Even as they continue adding dark stores, quick-commerce firms are focusing on higher utilisation of their existing assets, better unit economics and improved margins
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.