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Blinkit Strengthens Quick Commerce Lead as Instamart’s Share Falls Below 30%
Blinkit’s Net Order Value share surged to 70% in Q2 FY26, overtaking Swiggy Instamart’s 29.6%. The trend reflects Blinkit’s aggressive growth and ecosystem leverage, while Instamart prioritizes sustainable operations over scale expansion.
From Concept to Scale: The Rise of Intune Fashion by Shoppers Stop
Intune has scaled from 3 to 75 stores, achieving ₹68 crore in quarterly revenue with a 5,000 sq. ft. store format and ₹1,600 average basket value - proof that affordable fashion and profitability can grow together.
Just Dial Q2 FY26: Growth Stabilizes, Monetization Strengthens, and Tier-2 Expansion Deepens
Just Dial’s Q2 FY26 marks a shift toward steady, efficiency-led growth - with stable revenues, rising realizations, and deeper Tier-2 market momentum.
UPI Gaming Boom: Indians Spent $36 Billion on Digital Games Between 2023 and 2025
Between Jan 2023 and Aug 2025, Indians spent over ₹3 lakh crore on digital gaming via UPI. Fueled by IPL, fantasy sports, and real-money play, payments surged through 2024 before stabilizing post-regulation -revealing India’s growing digital spending appetite.
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
India’s Food Delivery Market Reaches Balance: Zomato 57%, Swiggy 43%
Zomato continues to command around 57% of India’s food delivery market by gross order value, while Swiggy holds 43%, marking a period of relative stability after earlier shifts. The data highlights how both players are focusing on deeper engagement rather than aggressive share grabs.
Swiggy Instamart’s NOV Drops to 70% as Discounting Intensifies in Quick Commerce Battle
Swiggy Instamart’s NOV as a percentage of GOV slipped to 70% in Q2 FY26, down 15 percentage points over the year. The decline highlights deeper discounting and sustained marketing intensity as competition in quick commerce heats up.
Blinkit Crosses 20 Mn Monthly Users, Widening Lead Over Swiggy Instamart in Q2 FY26
Blinkit’s user base rose to 20.8 million in Q2 FY26, compared to Swiggy Instamart’s 12 million, reinforcing its leadership in India’s quick commerce space. The gap between the two widened further as Blinkit benefited from stronger Zomato integration and higher order stickiness.
Zomato Extends Lead Over Swiggy with Record 24 Mn Monthly Users in Q2 FY26
Zomato extended its lead in food delivery users, reaching 24.1 million versus Swiggy’s 17.2 million in Q2 FY26. While both grew, the gap between the two widened, underscoring Zomato’s stronger engagement and ecosystem advantage in a maturing market.
Apparel Industry Crisis: $65 Billion at Risk Due to Climate Impact
Suppliers, brands, and retailers must be nimble, contingency-ready, and prioritize climate action to navigate the choppy waters of 2024 and beyond.
Travel Predictions 2024
Booking.com conducted research among a sample of adults who plan to travel for business or leisure in the next 12 24 months. In total, 27,730 respondents across 33 countries and territories were polled
Life Trends 2024
Accenture Life Trends identify and explore the various factors that will change the way people experience and interact with brands, organizations, governments and systems in the coming year and beyond.
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
The Korean Wave in India: K-Dramas to K-Beauty, A Cultural Surge
The Korean Wave in India is no longer just a pop culture trend - it’s a full-blown movement reshaping consumer behavior, especially in beauty.
The Power of Few: How Just 18% of Brands Drive 80% of Blinkit's Sales
A closer look at how a small fraction of brands and categories drive the majority of Blinkit's revenue, highlighting key patterns in customer spending
Mobile Connections in India Grew Marginally in 2023
After a decline of 1.4% in 2022, number of mobile connection grew by 1.4% in 2023 to reach 1,158.5 million
India Foldable Smartphone Sales Set to Top 1 Million in 2024
The foldable smartphone market is gaining momentum in India, with several companies launching their latest devices in the country.
The number of mobile subscribers in India has saturated
After crossing the landmark of 1 billion mobile connections in 2015, the Indian market is near is peaking around 1.143 billion connections as of March 2023.
Online Retail Sales in Australia to Reach $64 Billion by 2028
Online Retail in Australia is Expected to Grow at CAGR 8.7% from 2023-28 to Reach $64.1 Billion
Global Online Population Forecast 2023-28
Key Findings of Datum’s Global Online Population Forecast 2023 -28
India Foldable Smartphone Sales Set to Top 1 Million in 2024
The foldable smartphone market is gaining momentum in India, with several companies launching their latest devices in the country.
Consumers Wary of Processed Food and Drink
Clear communication will become necessary to help consumers make informed decisions about how processed and ultra-processed food and drink fit into their diets.
Birkenstock's Next Step: From Sandals to the Stock Market
On 13th September, Birkenstock filed for IPO . The IPO is anticipated to have a $8 billion valuation. In 2022, Birkenstock recorded revenue of around $1.3 billion, an 18% increase from the previous year.
Cleverly Crafting Packaging
The visual appeal of your product images can contribute significantly to your success, accounting for as much as 40% of the overall impact
Zomato's Slowing Growth in Food Delivery
Following Zomato's Q3 results announcement, the company's stock price experienced a sharp decline as net profits dropped more than 66% compared to the previous quarter.
Food Delivery and Dining Out Trends During Diwali 2024
Download the 2024 Diwali Food Delivery and Eating Out report to understand how Indians approach dining options during the festivities.
Zomato continues to increase market share in food delivery
One of the key factors contributing to Zomato's increased market share is its aggressive expansion strategy.
Decline in average monthly transacting customers for Zomato
For Zomato average monthly transacting users also fell from 17.4 million to 16.6 million in Q4 FY2023.
From Zudio to Burnt Toast: Trent’s Next Big Bet in Fashion Retail
Trent’s Burnt Toast is a youth-focused fashion brand positioned between Zudio and Zara, targeting Gen Z with trend-led, affordable styles. After debuting in Bengaluru, it has expanded to Pune, marking its role as Trent’s next growth pillar
Decoding India’s Mall Landscape: How Retailers Plan Their Next Wave of Expansion
India’s organised mall landscape is transforming rapidly. Drawing on Phoenix Mills and Nexus Malls’ combined portfolio of 28 malls (21.4 mn sq. ft.), this report decodes how metros and Tier-2/3 cities are emerging as the next retail growth hubs.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
Shopping in Indian Shopping Malls to Reach $39 Bn by 2028
The growth is being driven by several factors, including the rise of the middle class, increasing disposable income, and the growing preference for organized retail formats.
Editors' Picks
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
Festive Season Will Generate ~₹120,000+ Crore In Online Sales
According to estimates from Datum, online shoppers are expected to spend ~₹120,000 Crore (up 27% from 2024) throughout the festive season in 2025, with 12% share for quick commerce.
The Korean Wave in India: K-Dramas to K-Beauty, A Cultural Surge
The Korean Wave in India is no longer just a pop culture trend - it’s a full-blown movement reshaping consumer behavior, especially in beauty.