Quick commerce

Vested FinanceFY 2024 earningsIndian FintechZomatoLoyalty programsCredDecember 2024Bistro by BlinkitGrocery deliveryMay 2026BBNowINDmoneyUs stocks investingQuick commerceBlinkitDigital paymentsFood deliveryQ3 FY2025 earningsNovember 2024WebvanSwiggyFebruary 2025GrowwDistrict by ZomatoNykaa earningsOctober 2024PaytmQ4 FY2026 earningsJanuary 2025FLDG as a featureFY 2025 earningsSwiggy InstamartQ2 FY2025 earningsLive eventsFi MoneyIndian startupsZeptoSwiggy IPOmargin drivers
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
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
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
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
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