Beyond the Power of Few: How D2C Brands Are Carving Out Niches in Blinkit’s Top Performers
Just 18% of brands drive 80% of Blinkit’s sales—and over a third of them are D2C. This post unpacks how D2C brands are winning in premium niches while traditional players dominate staples.
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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.
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Digital Channels Account for One-Third of Lenskart’s India Sales, Highlighting Strong Omnichannel Adoption
While in-store sales account for 76% of Lenskart’s eyewear volume in India, nearly one-third of transactions now occur online, underscoring its evolution into a true omnichannel brand. Extending this digital integration globally could unlock higher margins and stronger customer engagement.
Lenskart’s Store Network Deepens in Tier-2 India While Global Expansion Gains Pace
With over 2,500 stores globally, Lenskart’s footprint reflects both India’s urban-rural depth and rising global ambition. Tier-2 India drives volume expansion, while Japan and Southeast Asia spearhead the brand’s next phase of international growth.
Lenskart’s International Operations Drive 40% of Revenue Despite Lower Volume Share
Lenskart’s India operations anchor its scale, but international markets now drive 39% of revenue and 44% of product margins, reflecting superior unit economics. This shift toward premium international growth strengthens Lenskart’s global positioning and earnings stability.
Gold Membership Scales 4× in Three Years, Powering Lenskart’s Shift Toward Recurring Revenue
Lenskart’s Gold program has scaled to 13.4 Mn members by H1 FY26, driving ₹63 Cr in subscription income. The surge highlights growing adoption of membership-led loyalty, transforming one-time eyewear buyers into recurring customers and reinforcing Lenskart’s omni-channel moat.