Daily briefing
Friday, 21 August 2026
Instamart goes inventory, q-comm hits 9m orders
Delhi desk, dawn file: Swiggy clears the ownership hurdle to copy Blinkit’s playbook while the 10-minute aisle keeps adding volume and new deep-pocketed entrants. Margins, not just dark stores, will decide who lasts the festive run.
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Ecommerce
Instamart gets inventory green lightShareholder approval for Indian control lets Swiggy’s q-comm arm hold stock and chase Blinkit-style margins.
Ecommerce
Q-comm clears 9m daily ordersSix platforms hit new volume high; Blinkit leads, Amazon and Flipkart closing the gap on network.
Payments
WhatsApp Pay doubles UPI tallyJuly volumes put Meta’s service eighth overall after onboarding restrictions ended.
Ecommerce
Q-comm margin test intensifiesInventory shifts and big-tech dark stores raise the capital and execution bar for every player.
Ecommerce
Zepto pivots from pure volume to AOV chase
Third big q-comm player joins Blinkit and Instamart in prioritising basket size and profit over raw order growth ahead of its IPO plans.
Platforms
ONDC past 500 million cumulative transactions
Network expands into mobility and logistics with 2 lakh-plus retail merchants live; retail orders still lag the broader tally.