Swiggy is on the defensive
Quick-commerce burn is Swiggy’s Achilles heel. It is unlikely the company can burn its way through to market leadership or defend its share. Unless Blinkit or Zepto make a mistake.
5 February, 2025•9 min
0
5 February, 2025•9 min
0
More in Internet
Internet
In India’s Lenskart IPO, a success for ADIA
The sovereign wealth fund’s big bet on the Indian eyewear company, Microsoft’s AI win in the Emirates and other updates from the week.
You may also like
Internet
Swiggy’s crisis of confidence
In the three-way quick-commerce race between Blinkit, Instamart and Zepto, it would appear that Swiggy has the least confidence in its ability to continue. What’s worse is that it is replacing strategy with capital.
Business
Can Meesho’s value-commerce playbook pass the IPO test?
The ecommerce platform will be hard-pressed to justify its estimated $7-8 billion valuation—up nearly 2x from just 10 months ago—at a time of ho-hum growth and flagging profitability.
Internet
Why won’t VCs or anyone else invest in BigBasket?
Early movers don’t always win and other lessons from India’s constantly evolving startup landscape.