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20 stories for “NOV”

Two parallel warehouse corridors one densely stocked one sparsely lit under identical ceiling lights

Opinion · Platforms

Why Blinkit’s store sprint leaves Instamart choosing quality over speed

One platform compounds dark stores and profits while the other pauses cities and owns stock to protect unit economics.

The Desk · 25 Oct · 4 min read

Stacked grocery crates and delivery bags inside a lit warehouse aisle at dawn

Ecommerce

Blinkit hits ₹20,940 crore NOV, adds 308 stores to 2,751

Adjusted EBITDA turns ₹184 crore profit as Eternal raises FY27 store target to 3,500 and eyes 5,000 by FY28.

Meera Iyer · 25 Oct · 4 min read

Folded apparel stacks and price tags on a simple wooden table in a small-town wholesale lane

Platforms

Meesho Mall NMV jumps 93% as branded goods reach tier-3

Festive day-one orders more than triple; small-town buyers trade up, pressuring unbranded wholesalers and local garment units.

Rhea Kapoor · 24 Oct · 4 min read

Open cardboard cartons and packing tape rolls on a warehouse sorting table under yellow lights

Ecommerce

Flipkart Big Billion Days lifts orders 20-22% as tier-2 leads

Nine in ten online shoppers visited; Gen Z and non-metro tickets decide the festive margin for marketplace sellers.

Ananya Rao · 24 Oct · 4 min read

Smartphone screen glowing with shopping app interface beside festive diyas on a wooden table

Ecommerce

Flipkart Big Billion Days hits record concurrent users

6.3 million users in opening hour and 34 per cent new customers signal small-town festive demand is real this season.

Meera Iyer · 23 Oct · 4 min read

Rows of stocked shelves inside a compact urban dark store under bright overhead lights

Ecommerce

Eternal lifts Blinkit target to 3,500 stores by FY27

Q2 store adds and positive Ebitda give the green light; dark-store landlords and kirana suppliers feel the heat first.

Ananya Rao · 23 Oct · 4 min read

Open cardboard cartons and poly mailers stacked on a warehouse packing table under overhead lights

Ecommerce

Flipkart DAUs hit new high as festive ecommerce opens strong

Non-metro shoppers drive 60% of demand and new customers rise 34% on Big Billion Days day one, lifting marketplace sellers’ festive volume bets.

Ananya Rao · 22 Oct · 4 min read

Quiet roadside market stall with stacked goods under early morning light

Opinion · Retail

Why small-town festive traffic rewrites the merchant P&L

Non-metro demand and value formats now set the pace; everyone else adjusts or loses the till.

The Desk · 21 Oct · 4 min read

Wide supermarket aisle with stacked cartons and price wobblers under bright lights

Opinion · Retail

Why value retail’s store race now collides with margin reality

DMart and Trent keep adding boxes while stock prices and EBITDA edges signal the cost of defending price against quick commerce.

The Desk · 18 Oct · 4 min read

Bright apparel racks with folded T-shirts and jeans in a compact store

Retail

Trent revenue jumps 23% to ₹5,788 crore as Zudio crosses 1,000

Net 17 Zudio and 10 Westside stores take total fashion outlets to 1,342, sharpening density bets in existing cities ahead of festive.

Meera Iyer · 15 Oct · 4 min read

Open beauty product testers and mirrors on a clean white retail counter under soft spotlights

Ecommerce

Nykaa adds 14 stores to 338, clocks strong Q2 growth ahead of festive

Beauty and fashion both beat estimates; House of Nykaa brands and Nike drops keep the till busy while SuperStore scales.

Ananya Rao · 7 Oct · 4 min read

Retail

Lenskart adds French brand Le Petit Lunetier to 50 stores

First international label lands in owned doors and online; premium frames get fresh shelf space.

Meera Iyer · 4 Oct · 4 min read

Empty mid-size department store aisle with hanging garments and soft overhead lights

Retail

Trent bets ₹2,500 cr to add 100 Westside stores a year

Tata retailer shifts capital to mid-premium private-label format as value fashion crowds up and margins matter more on the floor.

Meera Iyer · 3 Oct · 4 min read

Neat stacks of folded colourful apparel on low tables under bright mall lighting

Opinion · Retail

Value fashion keeps winning while premium defends margins

Zudio-style sub-₹999 weekly drops force department stores and mid-tier brands to choose volume or ticket size before the festive rush.

The Desk · 30 Sep · 4 min read

Plain metal clothing racks holding rows of inexpensive colourful shirts and trousers in a brightly lit empty store

Opinion · Retail

Value fashion is rewriting the mid-market P&L

Zudio-style private-label volume at sub-₹999 is forcing department stores and mid brands to choose between premiumisation or exit.

The Desk · 28 Sep · 4 min read

Row of parked delivery bikes outside a small urban warehouse at dawn

Opinion · Ecommerce

Why Amazon and Flipkart still cannot ignore the dark-store math

Festive capacity is useless if the minutes layer keeps taking the daily habit.

The Desk · 23 Sep · 4 min read

Glass jewellery display trays with soft spotlights on empty velvet pads

Retail

Kalyan Jewellers pumps ₹350 crore into Kandere Lifestyle

Rights issue capital strengthens the fully-owned subsidiary as the jewellery major readies festive and wedding inventory.

Meera Iyer · 22 Sep · 4 min read

Spectacle display trays on a clean counter under soft light

Platforms

Lenskart block deal sees ₹2,047 crore stake sale

Platinum Jasmine offers 1.7 per cent at a 3.5 per cent discount as the eyewear firm prepares its public listing.

Rhea Kapoor · 21 Sep · 4 min read

Brightly lit apparel racks with folded garments and hanging tags in a compact store aisle

Retail

Zudio crosses 1,000 stores across 300 cities

Trent’s value chain hits the mark in a decade, putting pressure on every mid-price rack and mall lease.

Meera Iyer · 18 Sep · 4 min read

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