Opinion · Retail
Why festive hiring and beauty capital signal real demand
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
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8 stories for “tax”
Retail
ITC hikes Classic Connect MRP to ₹428, Gold Flake to ₹89
Third round of tax pass-through lifts packs 9.7-12.7%, testing volume elasticity at paan shops and modern trade tills.
Meera Iyer · 17 Sep · 4 min read
Supply Chain
Delhivery does not want your dark store. That is the story.
Sahil Barua told the Street what 3PLs have been whispering: point-to-point q-commerce last mile has no network effect worth owning. The money is still in the long haul.
Farhan Qureshi · 18 Aug · 7 min read
Opinion · SaaS
Zoho keeps winning the Indian mid-market by refusing to look like SaaS.
While coastal startups sold seats in dollars, a quietly bundled OS ate GST, inventory, and the inbox of the company that actually ships.
Rhea Kapoor · 11 Aug · 6 min read
Platforms
ONDC had a quiet year. That might be the good news.
The protocol did not kill Amazon. It also did not die. India's public digital commerce layer is settling into the unglamorous job: being a pipe some apps use.
Rhea Kapoor · 11 Aug · 6 min read
Ecommerce
Meesho already won the customer everyone else is still pitching.
Value commerce is not a tier-2 story. It is the majority of Indian ecommerce, and it does not care about your 10-minute milk.
Meera Iyer · 10 Aug · 6 min read
Supply Chain
Delhivery Maps is a logistics company admitting that India is still unmapped.
An AI-native commercial map sounds like a side product. For anyone who has ever lost a rider in a housing society, it is the product.
Farhan Qureshi · 9 Aug · 5 min read
SaaS
GST is still the real SaaS monopoly in Indian commerce.
Every store, warehouse, and marketplace payout eventually becomes an invoice. The companies that own that moment own a tax on the economy.
Rhea Kapoor · 7 Aug · 5 min read