Nike China: +25% High (2Q23) → –20% Decline (2Q25) - Recovery Turns to Correction
While recovery drove double-digit growth in 2023, increasing tariff costs, sluggish key market performance (China) and a reversal into negative growth by 2024 indicate that the next phase of growth will hinge on tighter execution, not just product cycles.
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Trust-Led Reset in Eggs Category
Brand Leadership Compressed Sharply Post Trust Shock on Blinkit
Introducing Datum Reports: Deep Dive Research on India's High-Growth Companies
Datum Reports offers comprehensive, data-driven research on India’s most important technology companies, designed for clarity and decision-making.
Protein-Led Demand Is Reshaping Blinkit's Peanut Butter Category
Blinkit’s peanut butter category is already consolidated. Pintola and MyFitness together control ~73% of sales, showing how quick commerce rapidly rewards scale, recall, and price-pack efficiency over assortment breadth.
Blinkit Data Shows Why Popcorn Has Become a Two-Brand Category
Blinkit’s popcorn category has rapidly consolidated into a two-brand market, with 4700BC and Act II controlling ~99% of sales, leaving virtually no competitive long tail.