Miles and margins

Delhivery's split screen, an OMS that has to learn store-level ATP, and a 3PL industry being told to stay in its lane.

Supply Chain
Revenue up, profit down, thesis clear
Delhivery will not operate dark stores. Point-to-point miles do not compound.
SaaS
The stack that ships
Unicommerce, Shopify, payout files. Multi-channel inventory is still a lie.
Ecommerce
Flipkart's store sprint
1,500 dark stores is a number. The habit is a 2027 problem.
Retail
DMart and the trolley
Price still wins the planned shop. The evening slot has left the building.