Lenskart exits, sugar caps, FMCG D2C push

Delhi desk, 30 August 2026. Block deals test listed retail valuations while kiranas and dark stores ration staples ahead of the festive window. Merchants watch margins as platforms chase higher AOV.

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Retail
Lenskart ₹1,857 crore block deal
Alpha Wave sells stake at ₹630 discount after SoftBank exit.
Ecommerce
ITC Nestle push own e-stores
Up to 30 percent discounts as majors expand direct city coverage.
Supply Chain
DMart Blinkit ration sugar packs
Prices up 40 percent force purchase caps before festive rush.
Ecommerce
Instamart Rakhi orders jump
Premium gifts and hampers lift AOV on quick-commerce apps.
Retail
Block deals reprice retail risk
Secondary exits force store and franchise plans to confront real valuations.
Retail
Zudio ordered to pay over carry-bag charge
Karnataka commission hits Trent format for unfair practice on Rs 10-30 bags.

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