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11 stories for “CLSA”

Rows of stocked shelves and packing stations inside a compact urban dark store

Ecommerce

Flipkart Minutes pushes 627 dark stores for default app status

Quick-commerce arm claims lead in top-10 cities and wants to become India’s everyday shopping destination.

Ananya Rao · 15 Sep · 4 min read

Stacked cardboard boxes and delivery crates inside a compact urban warehouse aisle

Ecommerce

Flipkart Minutes targets 1,500 centres by year-end

Service already in 150-plus cities and running 1.1-1.2 million daily orders, aiming to become India’s default shopping app.

Ananya Rao · 14 Sep · 4 min read

Rows of stocked metal shelves in a compact empty fulfilment room

Ecommerce

Blinkit pushes dark stores beyond metros

CLSA notes the platform alone is expanding outside top cities while rivals consolidate core networks.

Ananya Rao · 6 Sep · 4 min read

Smartphone lying on a kitchen counter beside grocery bags and a delivery crate

Ecommerce

JioMart Ajio lose weekly users while Blinkit Zepto gain millions

CLSA-Sensor Tower data show Reliance apps shed 1.7 million and 1.5 million weekly actives; Blinkit added 13.4 million in the same period.

Ananya Rao · 3 Sep · 4 min read

Empty metal shelving units inside a warehouse lit by a single row of lights

Opinion · Platforms

Why dark-store density now decides festive margins

The August CLSA maps and Flipkart’s 1,000-MFC milestone show that empty shelves will punish P&Ls harder than missing a few pincodes.

The Desk · 31 Aug · 4 min read

Wide supermarket aisle with stacked rice bags and oil cans under bright ceiling lights

Retail

CLSA rates DMart high-conviction Outperform with 46% upside

Brokerage backs Avenue Supermarts’ low-cost model against quick-commerce discounting, giving merchants a clear read on value retail resilience.

Meera Iyer · 31 Aug · 4 min read

Parked delivery scooters outside a small urban warehouse at early morning

Ecommerce

Blinkit leads top-10 cities with 969 dark stores

Eternal unit accounts for 27 per cent of mapped outlets and over 34 per cent nationally, giving it the density edge that keeps riders busy and AOV rising.

Ananya Rao · 31 Aug · 4 min read

Row of delivery bags lined on a warehouse floor beside sorting racks

Platforms

Flipkart Minutes overtakes Instamart with 627 dark stores

CLSA mapping of top-10 cities shows Walmart unit ahead of Swiggy on both store count and pincode coverage, tightening the race for merchant shelf space.

Rhea Kapoor · 31 Aug · 4 min read

Stacked plastic crates and shelving inside a compact urban warehouse under strip lighting

Ecommerce

Flipkart Minutes overtakes Instamart with 627 dark stores

CLSA count across top 10 cities puts Minutes ahead of Instamart’s 615; Blinkit still leads at 969 as density race hits 477 cities.

Ananya Rao · 29 Aug · 4 min read

Rows of delivery bags and inventory bins in a compact urban facility

Opinion · Platforms

Why dark-store density now decides quick-commerce winners

CLSA maps and capital top-ups show the race has shifted from city count to pin-code stranglehold.

The Desk · 28 Aug · 4 min read

Stacked crates and delivery bags inside a small urban warehouse

Ecommerce

Blinkit leads dark stores as Flipkart Minutes overtakes Instamart

CLSA count shows 969 Blinkit outlets in top 10 cities; density fight now reaches 477 cities nationwide.

Ananya Rao · 28 Aug · 4 min read