20 stories for “opinion”
Opinion · Retail
Listed retailers are funding aggressive offline expansion even as quick commerce densifies urban delivery. The P&L test arrives this festive season.
The Desk · 5 Oct · 4 min read
Opinion · Retail
Trent’s Westside bet and Nykaa’s fee waiver both point to the same shopper: one who wants curated product without endless discounting.
The Desk · 3 Oct · 4 min read
Opinion · Platforms
Homegrown labels already clock 60 per cent jumps in smaller towns; the next two weeks will separate platforms that can fulfil from those that only promise.
The Desk · 2 Oct · 4 min read
Opinion · Ecommerce
Amazon’s cheque and Flipkart’s PIN grab arrive just as Blinkit and peers cut promo intensity.
The Desk · 1 Oct · 4 min read
Opinion · Ecommerce
As Amazon and Flipkart near 1,000 sites the incentive race shows early signs of moderation, yet festive demand could reignite burns.
The Desk · 29 Sep · 4 min read
Opinion · Retail
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
Opinion · Retail
Opinion: Dark stores win minutes, but square footage still wins baskets and private-label margins when families stock up.
The Desk · 27 Sep · 4 min read
Opinion · Platforms
Bhiwandi’s 365-day model exposes the limits of festive-only discounting for both brands and full-price retailers.
The Desk · 26 Sep · 4 min read
Opinion · Retail
Seasonal headcount at Myntra and minority cheques for indie beauty brands show merchants still bet on physical and digital tills filling up.
The Desk · 25 Sep · 4 min read
Opinion · Ecommerce
Festive capacity is useless if the minutes layer keeps taking the daily habit.
The Desk · 23 Sep · 4 min read
Opinion · Retail
Zudio’s milestone and Yousta’s chase are rewriting price architecture; mid-tier brands must pick volume or premium fast.
The Desk · 20 Sep · 4 min read
Opinion · Ecommerce
From groceries to iPhones, the ten-minute promise is being stress-tested on margins that traditional retail still owns.
The Desk · 19 Sep · 4 min read
Opinion · Retail
Zudio’s density forces every mid-market buyer to choose volume or margin before the next festive cycle.
The Desk · 18 Sep · 4 min read
Opinion · Retail
Hiring blitzes and new payment costs land together just as festive tickets swell; the shop floor will sort winners fast.
The Desk · 17 Sep · 4 min read
Opinion · Retail
Zudio at 1,000 and Yousta racing to match force a pricing and real-estate squeeze that only the leanest survive.
The Desk · 16 Sep · 4 min read
Opinion · Retail
Zudio’s milestone and Yousta’s counter-punch show the only safe price band left is the bottom one.
The Desk · 15 Sep · 4 min read
Opinion · Retail
Zudio’s 1,000 stores and Minutes’ city rush show that cheap, close and frequent now beat brand theatre.
The Desk · 14 Sep · 4 min read
Opinion · Retail
Zudio’s 1,000 stores and Minutes’ 1,200 centres show physical throughput remains the real P&L lever.
The Desk · 13 Sep · 4 min read
Opinion · Retail
Zudio’s milestone is not just expansion math; it rewrites the price architecture every apparel merchant must now live with.
The Desk · 12 Sep · 4 min read
Opinion · Retail
Carrefour’s 50-store plan and DMart’s fresh paper show physical formats remain the cheapest way to own the large basket and private-label margin.
The Desk · 11 Sep · 4 min read