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And Function
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May 2026

May 2026

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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

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

And Function

Thoughts on how businesses make money

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