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
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Ecommerce
Ecommerce and quick commerce news from India: Flipkart, Amazon, Meesho, Blinkit, Zepto, Instamart — orders, dark stores, and unit economics.
Ecommerce
Tommy Hilfiger launches dedicated India D2C website
in.tommy.com goes live to complement 350-plus doors and capture full-price direct demand.
Ananya Rao · 6 Oct · 4 min read
Ecommerce
Nykaa Fashion offers six-month zero commission
Hidden Gems accelerator gives homegrown apparel brands free platform access plus marketing support ahead of festive listings.
Ananya Rao · 5 Oct · 4 min read
Ecommerce
Lenskart sets 31 October IPO, eyes ₹2,150 cr raise
Pre-IPO cheques from Damani family and SBI MF lock valuation path; store and tech spend next.
Ananya Rao · 4 Oct · 4 min read
Ecommerce
Nykaa Fashion offers six-month zero commission to apparel brands
Hidden Gems accelerator waives fees for homegrown labels so they can fund inventory and ads instead of platform take-rates before festive rush.
Ananya Rao · 3 Oct · 4 min read
Ecommerce
Amazon Now doubles to over 120 cities in two weeks
Minute-level drops reach Amritsar Jalandhar Vizag Kochi just as Great Indian Festival opens 8 October.
Ananya Rao · 2 Oct · 4 min read
Opinion · Ecommerce
Why dark-store maths now favour discipline over pure discount
Amazon’s cheque and Flipkart’s PIN grab arrive just as Blinkit and peers cut promo intensity.
The Desk · 1 Oct · 4 min read
Ecommerce
Amazon bets $3 billion on India quick commerce dark stores
Plan lifts Amazon Now from roughly 750 stores toward 1,300 by April and targets daily essentials share now at 6.2 percent.
Ananya Rao · 1 Oct · 4 min read
Ecommerce
Zepto Cafe cuts footprint to 250-350 sites after peak
Quick-commerce player scales back from 850-900 locations to focus on high-performing cities and tighter menus, easing dark-store cost pressure.
Ananya Rao · 30 Sep · 4 min read
Ecommerce
Nykaa posts ₹7,374 crore 9M revenue on 25% growth
One Nykaa model with owned brands drives the print, putting pressure on pure D2C beauty sellers and offline counters ahead of festive GMV.
Ananya Rao · 30 Sep · 4 min read
Opinion · Ecommerce
Will dark-store scale finally cool the q-comm discount war?
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
Ecommerce
Zepto Cafe cuts footprint to 250-350 sites after peak
Quick-commerce firm scales back from 850-900 locations to focus on high-performing cities and tighter menus.
Ananya Rao · 29 Sep · 4 min read
Ecommerce
Flipkart Amazon near 1,000 dark stores in q-comm sprint
Bernstein note shows Flipkart approaching the mark while Amazon eyes festive season scale, pressuring Blinkit margins.
Ananya Rao · 29 Sep · 4 min read
Ecommerce
Nykaa posts ₹7,374 crore 9M revenue on 25 pc growth
Beauty and fashion platform’s One Nykaa model with owned brands drives GMV; D2C sellers and offline beauty counters watch the share grab.
Ananya Rao · 28 Sep · 4 min read
Ecommerce
Flipkart Minutes launches Pykd private label in gourmet
Quick-commerce arm adds namkeen, chips and premium grocery range; dark-store margins and basket values get a lift ahead of festive demand.
Ananya Rao · 28 Sep · 4 min read
Ecommerce
Meesho draws Nomura Reduce tag as valuation premium bites
Stock slips 5% after the broker flags premium to peers despite lower NMV growth, squeezing merchant acquisition budgets.
Ananya Rao · 27 Sep · 4 min read
Ecommerce
Amazon opens first Varanasi fulfilment centre
New 1-lakh-cubic-feet hub and sort centre cut festive delivery times in UP, squeezing local courier margins and kirana restock cycles.
Ananya Rao · 26 Sep · 4 min read
Ecommerce
Rio Health raises $4.5 mn to scale NCR dark stores
Pre-Series A funds push network from three to over 15 dark stores and target ₹150 crore annual run rate in quick commerce.
Ananya Rao · 25 Sep · 4 min read
Ecommerce
Myntra hires 26,000 seasonal staff for Big Fashion Festival
More than double last year’s festive army fills fulfilment centres and last-mile routes as October sales ramp up.
Ananya Rao · 25 Sep · 4 min read
Ecommerce
Nykaa revenue climbs 25% to ₹7,374 crore in 9M
Beauty GMV and owned brands lift the platform as offline stores and alliances tighten the omni loop for beauty merchants.
Ananya Rao · 24 Sep · 4 min read
Ecommerce
FSSAI starts penal action against Amazon Flipkart Zepto Instamart
Five platforms face proceedings over Happilo claims and Dhatura listings, raising compliance costs for every dark-store operator.
Ananya Rao · 24 Sep · 4 min read
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
Ecommerce
Flipkart Big Billion Days starts 9 October a day after Amazon
Both platforms lock the festive calendar and force brands to split inventory and ad spends.
Ananya Rao · 23 Sep · 4 min read
Ecommerce
Amazon sets Great Indian Festival for 8 October with 1.6 lakh jobs
Network adds 20 fulfilment centres and 150 last-mile stations just as shoppers start stocking lists.
Ananya Rao · 23 Sep · 4 min read
Opinion · Ecommerce
Why quick commerce profits still look uneven
Blinkit turns operating profit while Zepto and others post heavy losses; subsidy cuts and policy costs decide who scales into festive demand.
The Desk · 22 Sep · 4 min read
Ecommerce
Clovia lists 100 styles on Zepto for 10-minute delivery
Lingerie and sleepwear reach 18 cities via quick commerce, turning intimate apparel into an impulse dark-store category.
Ananya Rao · 22 Sep · 4 min read
Ecommerce
Zepto cuts Café outlets to 250-350 from 850-900
Menu slimmed and equipment sold as the quick-commerce player retrenches the food format after hygiene and demand issues.
Ananya Rao · 22 Sep · 4 min read
Ecommerce
Nykaa 9M revenue hits ₹7,374 crore up 25%
Beauty and fashion platform’s One Nykaa model keeps GMV and owned brands growing even as physical retail densifies.
Ananya Rao · 20 Sep · 4 min read
Opinion · Ecommerce
Why quick commerce keeps climbing the price ladder
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
Ecommerce
Blinkit lists iPhone 18 Pro day-one in 10 cities
Eternal’s quick-commerce arm partners Apple for launch-day high-ticket electronics, lifting shares 1.5% and raising the stakes for every dark-store P&L.
Ananya Rao · 19 Sep · 4 min read
Ecommerce
Nykaa 9M revenue climbs 25% to ₹7,374 crore
Beauty and lifestyle platform outpaces mass apparel peers, lifting owned brands and curated global lines.
Ananya Rao · 18 Sep · 4 min read
Ecommerce
UP SHG products list on Amazon Flipkart Meesho
More than 3,000 village-made goods go live on major marketplaces, giving rural producers direct festive shelf space.
Ananya Rao · 17 Sep · 4 min read
Ecommerce
Flipkart creates 2.5 lakh festive jobs, adds 900 hubs
Walmart arm expands last-mile by 1.4 lakh roles ahead of Big Billion Days, squeezing smaller logistics players on rider supply.
Ananya Rao · 17 Sep · 4 min read
Ecommerce
Amazon India eyes 300 cities and 3,000 quick-commerce stores
Late entrant pushes micro-fulfilment and urban centres; Prime free speed raises the bar for Blinkit Zepto.
Ananya Rao · 16 Sep · 4 min read
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
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
Ecommerce
Flipkart Minutes reaches nearly 1,200 micro-fulfilment centres
Quick-commerce arm hits two-year mark with 4x growth and tier-2 surge, raising dark-store density stakes.
Ananya Rao · 13 Sep · 4 min read
Ecommerce
Flipkart 2GUD launches Local format with Bengaluru mall
Value platform opens hybrid channel for traditional stores via influencer video and fulfilment, giving single-brand outlets pan-India reach without full D2C build.
Ananya Rao · 10 Sep · 4 min read
Ecommerce
Festive e-com set for growth as quick commerce reshapes baskets
Infisum and Fynd data show D2C pre-Navratri orders already up and full-season GMV expected 35-40% higher, lifting dark-store throughput.
Ananya Rao · 8 Sep · 4 min read
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
Ecommerce
DMart Ready exits 7 cities, now runs in 11
Online grocery arm retreats from marginal markets as Blinkit, Zepto and Instamart intensify the fight.
Ananya Rao · 6 Sep · 4 min read
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
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
Ecommerce
Nykaa 9M revenue hits ₹7,374 crore on 25% growth
Beauty and fashion platform leans on owned brands and quick-commerce Nykaa Now as festive listings multiply.
Ananya Rao · 1 Sep · 4 min read
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
Ecommerce
Flipkart Minutes crosses 1,000 micro fulfilment centres
Two-year-old service now covers 130-plus cities and 8,000 pincodes, raising the bar for dark-store density that kiranas and riders must match.
Ananya Rao · 31 Aug · 4 min read
Ecommerce
Instamart sees Rakhi order surge in premium gifts
Quick-commerce platforms record sharp rise in last-minute rakhi, jewellery and hamper demand, lifting non-grocery AOV in metros and smaller cities.
Ananya Rao · 30 Aug · 4 min read
Ecommerce
ITC Nestle widen own e-stores with 30% discounts
FMCG majors expand direct platforms to more cities to cut marketplace fees and lock in shoppers before festive stocking.
Ananya Rao · 30 Aug · 4 min read
Opinion · Ecommerce
Why dark-store density now decides the q-comm P&L
Minutes overtaking Instamart on nodes is not vanity; it is the only lever left once discounting fatigue sets in.
The Desk · 29 Aug · 4 min read
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
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
Opinion · Ecommerce
Why Blinkit’s fresh ₹450 crore war chest changes the dark-store math
Eternal’s rights issue keeps the 10-minute leader funded while rivals watch unit economics.
The Desk · 27 Aug · 4 min read
Ecommerce
Karnataka suspends Amazon Instamart BigBasket food licences
State acts after Datura sold as food with FSSAI numbers; quick-commerce platforms face immediate compliance heat.
Ananya Rao · 26 Aug · 4 min read
Ecommerce
Blinkit Instamart Zepto dark stores hit 5,026
Combined network jumps nearly 48 percent as qcom market grows 40 percent year-on-year.
Ananya Rao · 25 Aug · 4 min read
Ecommerce
Flipkart closes gap on Blinkit Zepto in quick commerce
Two years in, Walmart-owned platform pressures leaders on speed and density as Amazon also scales.
Ananya Rao · 25 Aug · 4 min read
Ecommerce
Avenue Supermarts clears ₹500 crore for DMart Ready
Parent backs online grocery arm after FY26 revenue hit ₹4,094 crore; losses widened as delivery reaches 18 cities.
Ananya Rao · 24 Aug · 4 min read
Ecommerce
Zepto hikes free delivery minimum to ₹299
Threshold jumps up to 100 per cent in peak hours, aligning with Blinkit and Instamart and testing low-basket shoppers.
Kabir Menon · 23 Aug · 4 min read
Ecommerce
Quick commerce crosses 9 million daily orders
Six platforms together hit 9.1 million orders a day in August data, with Blinkit still clear leader and festive capacity build under way.
Ananya Rao · 22 Aug · 4 min read
Ecommerce
Swiggy clears path for Instamart inventory model
Shareholders approve India-owned structure so the quick-commerce arm can stock goods like Blinkit and chase better margins.
Ananya Rao · 22 Aug · 4 min read
Opinion · Ecommerce
Inventory models and giant entrants will test q-comm’s thin margins
Blinkit’s playbook is being copied while Amazon and Flipkart build parallel dark-store empires; capital and turns decide survival.
The Desk · 21 Aug · 4 min read
Ecommerce
Quick commerce platforms cross 9 million daily orders in August run-rate
Blinkit still leads, Zepto second, while Amazon Now and Flipkart Minutes add scale ahead of festive season.
Ananya Rao · 21 Aug · 4 min read
Ecommerce
Swiggy wins shareholder nod for IOCC status, clears path for Instamart inventory model
Foreign ownership capped at 49.5 percent so the quick-commerce arm can hold stock like Blinkit and chase better contribution margins.
Ananya Rao · 21 Aug · 4 min read
Opinion · Ecommerce
Q-commerce is a grocery company now. Stop calling it a startup category.
The 10-minute war is over as a novelty. What remains is retail: rent, shrinkage, labour, and who owns the evening slot in a hundred Indian cities.
The Desk · 20 Aug · 6 min read
Ecommerce
Blinkit is no longer a side quest. It is Eternal's company.
Zomato's parent is discovering what every marketplace learns too late: the 10-minute grocery habit pays the bills the 30-minute meal no longer does.
Ananya Rao · 17 Aug · 7 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
Ecommerce
Amazon Now's 100-city map is a threat. It is also a confession.
The company that taught India two-day delivery is now paying to look like a dark store. The investment is real. The question is whether Prime and 10 minutes can share a brain.
Meera Iyer · 15 Aug · 6 min read
Ecommerce
Zepto's IPO clock is a product review in disguise.
The 2026 new-age pipeline has a grocery app in it because public markets now understand 10-minute demand. They still have to price 10-minute costs.
Ananya Rao · 14 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