Opinion · Ecommerce
Why the store race still beats the dark-store sprint
Conglomerates keep pouring capital into physical outlets even as quick commerce multiplies dark stores. The P&L math favours density.
The Desk · 4 Sep · 4 min read
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5 stories for “conglomerate”
Retail
Reliance Tata Aditya Birla add 3,891 stores in three years
Three conglomerates take combined network past 26,000 outlets, deepening tier-2 and tier-3 penetration as mall supply stays tight.
Meera Iyer · 4 Sep · 4 min read
Ecommerce
Flipkart's dark-store sprint is not about grocery. It is about not becoming yesterday.
1,500 dark stores by year-end is a number designed to sound like Blinkit. The harder trick is making Minutes a habit without torching the marketplace that still pays the rent.
Ananya Rao · 16 Aug · 6 min read
Retail
JioMart's weapon is not grocery. It is the rest of the house.
A conglomerate that can discount data, delivery, and dal in one bill is not playing the same game as Zepto. That is the point, and the risk.
Meera Iyer · 15 Aug · 6 min read
Opinion · Retail
DMart does not need to be fast. It needs the 10-minute aisle to stay expensive.
The most successful retailer in the country is watching q-commerce steal the top-up shop. Its counter is still price, not minutes.
Meera Iyer · 13 Aug · 7 min read