Streaming Market Share for India, Q1 2025
Drawing from user behavior across JustWatch's platform, the data highlights significant trends in the country's competitive streaming space.
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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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Pantaloons’ Expansion Slows with 66 Store Closures in Two Years - Focus Shifts from Scale to Efficiency
Pantaloons has closed 66 stores since FY23, reducing its footprint from 431 to 405 outlets as of Q1 FY26. The move underscores a strategic shift from aggressive expansion to operational efficiency, as ABFRL focuses on optimizing store performance and enhancing profitability per square foot.
Credit Cards Replace Debit as India’s Spending Engine
Credit card transaction value in India rose 3.3× in six years to ₹11.1 lakh crore in H1 2025, while debit card spending fell by a third. The gap between credit and debit usage reflects a decisive shift toward credit-led digital consumption and away from bank-linked payments.
McDonald’s West & South India: Comparable Sales Growth Stalls in FY25
After a sharp rebound through FY23–FY24, McDonald’s comparable store sales in West and South India have plateaued at around ₹61–63 million. The moderation reflects normalized post-pandemic demand and slower discretionary consumption growth across urban centers.
After Doubling Retail Area, Pantaloons Enters Consolidation Mode
Pantaloons’ retail footprint expanded from 3.2 mn sq. ft. in FY17 to 5.7 mn sq. ft. in FY26, more than doubling in eight years. However, growth momentum has eased since FY24, reflecting a strategic shift from aggressive expansion to store productivity and margin optimization.