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Blinkit’s average daily orders per dark store rose to 1,333 in Q2 FY26, a modest 4.4% YoY growth after five straight quarters of decline. The platform had earlier seen order density peak at over 1,360 orders per store in FY24, driven by rapid assortment expansion and higher repeat frequency. However, from Q1 FY25 to Q1 FY26, the metric contracted by nearly 15%, reflecting slower demand normalization, competitive pressure, and a stabilization of post-pandemic convenience buying.
This quarter’s uptick suggests an early sign of stabilization in order efficiency, even as network growth continues and newer stores mature.
What It Means:
Blinkit appears to be entering a steady-state phase-shifting from aggressive volume-led growth to operational efficiency. The rebound in per-store orders indicates improving utilization across its dark store network, aided by better assortment planning, delivery time consistency, and stronger urban retention. However, the pace of recovery remains fragile, signaling that future growth will depend on expanding average order values (AOV) and deeper integration with Zomato Gold users rather than pure order count gains.
