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Ramesh Ranjan posted an update
Hi everybody,
Blinkit, Zepto and instamart are driving amazon and flipkart crazy!!! and there is a chance that in the next 10 years, blinkit, which is an Indian company , it could become bigger than the legendary amazon itself!! and as we speak there is a tectonic shift that is making it possible!!!
In 2022, we made a video on Dunzo and Zepto explaining their unit economics, and how the idea of Quick commerce itself is not floating well. And that was true in 2022!!But 2 months ago I saw this linkedin post by Shantanu deshpande who runs a company called the bombay shaving company and he said that they saw a day when they sold more products through blink it than they sold via amazon!!
And it is so stunning to know this because, 2 years back blinkit sales were at 0% of amazon for bombay shaving company, a year back it was at 10% of amazon and now blink it sales are crossing 100% of amazon!!
And the reason why its a big deal for people like you and me is because, Today if you have your brand was on amazon, it’s no big deal because it’s too crowded today, but 10 years back, if your brand was on amazon, you had the golden opportunity to achieve insane sales!! And this is where we saw the rise of giant companies like boat, mamaearth and Noise!!
So just like amazon 10 years ago, today if you understand why blinkit and instamart are revolutionary, it could be a huge opportunity for you!!
So as usual, as a business nerd I got deep into every part of the quick commerce industry, to find out what exactly has fundamentally changed in the quick commerce revolution of India and I found something absolutely mind blowing!!
So in this episode today, you are going get a sneak peak into one of the most valuable reports in the history Indian consumer market!!!And this report will tell you,
How on earth did a struggling unit like Blinkit start growing faster than zomato?
how did quick commerce go from being a landmine to a goldmine in just 2 years??
Why does it look like blinkti could beat a giant like amazon in the next 10 years?
What is their business strategy that is making it possible?
And most importantly, what are the business lessons that we need to learn from this blinkit vs amazon case study?