And Function

And Function

Thoughts on how businesses make money

Featured Posts

May 2026May 2026
+5+5
Nykaa's Q4 FY26: Running vs Selling brands

Nykaa's Q4 FY26: Running vs Selling brands

Better margin, quicker delivery, and diversified retail footprint

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy's Q4 FY2026 earnings: Runway is the moat

Swiggy's Q4 FY2026 earnings: Runway is the moat

Growing food delivery, stalling quick commerce, and rising competition

Arjun Juneja
Arjun Juneja
Indian FintechIndian Fintech
+5+5
Paytm's Q4 FY2026 earnings: Back to basics for profitability

Paytm's Q4 FY2026 earnings: Back to basics for profitability

Payments at its Core, Lending drives Growth, and Big Bets get time to mature

Arjun Juneja
Arjun Juneja
ZomatoZomato
+8+8
In the Green with Eternal's Q4 FY2026 earnings

In the Green with Eternal's Q4 FY2026 earnings

Zomato brings profitability, Blinkit brings growth, and District brings culture

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Quick commerce in India

Quick commerce in India

September 2024: Overview of India's quick commerce ecosystem, margin drivers, headwinds & tailwinds

Arjun Juneja
Arjun Juneja

Archive

May 2026May 2026
+5+5
Nykaa's Q4 FY26: Running vs Selling brands

Nykaa's Q4 FY26: Running vs Selling brands

Better margin, quicker delivery, and diversified retail footprint

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy's Q4 FY2026 earnings: Runway is the moat

Swiggy's Q4 FY2026 earnings: Runway is the moat

Growing food delivery, stalling quick commerce, and rising competition

Arjun Juneja
Arjun Juneja
Indian FintechIndian Fintech
+5+5
Paytm's Q4 FY2026 earnings: Back to basics for profitability

Paytm's Q4 FY2026 earnings: Back to basics for profitability

Payments at its Core, Lending drives Growth, and Big Bets get time to mature

Arjun Juneja
Arjun Juneja
ZomatoZomato
+8+8
In the Green with Eternal's Q4 FY2026 earnings

In the Green with Eternal's Q4 FY2026 earnings

Zomato brings profitability, Blinkit brings growth, and District brings culture

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Unwrapping loyalty for market leaders in Quick Commerce

Unwrapping loyalty for market leaders in Quick Commerce

February 2025: Measuring loyalty in the QC ecosystem, app level endeavours, eventual program degradation and community building

Arjun Juneja
Arjun Juneja
ZomatoZomato
+14+14
In the Red with Zomato’s Q3 FY2025 earnings

In the Red with Zomato’s Q3 FY2025 earnings

January 2025: Becoming the Blinkit company, pausing margin expansion, acknowledging a food delivery slowdown & fighting against shiny new apps (objects?!)

Arjun Juneja
Arjun Juneja
ZomatoZomato
+11+11
Diving into Swiggy’s Q2 FY2025 earnings

Diving into Swiggy’s Q2 FY2025 earnings

Everything quick, profitability slow and investment fast

Arjun Juneja
Arjun Juneja
Vested FinanceVested Finance
+5+5
Stop-Start US stock investing from India

Stop-Start US stock investing from India

Building AUM in bull markets with regulatory action & convoluted pricing structures

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy’s IPO: Life-changing for You

Swiggy’s IPO: Life-changing for You

Under the influence of a public listing

Arjun Juneja
Arjun Juneja
Digital paymentsDigital payments
+4+4
Paytm’s right to win

Paytm’s right to win

November 2024: Paytm’s Q2 FY2025 earnings and its next steps

Arjun Juneja
Arjun Juneja
ZomatoZomato
+7+7
Diving into Zomato’s Q2 FY2025 earnings

Diving into Zomato’s Q2 FY2025 earnings

No Cap: Zomato's Numbers and My Narrative

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Cash me outside with Zomato, Swiggy & Zepto

Cash me outside with Zomato, Swiggy & Zepto

Fundraises across leading Indian food delivery & QC platforms

Arjun Juneja
Arjun Juneja
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