India’s Q-Commerce battle enters a new chapter | The Daily Brief скачать в хорошем качестве

India’s Q-Commerce battle enters a new chapter | The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Quick Commerce: The Big Shift in Swiggy vs Zomato-Blinkit We will look into how India’s quick commerce sector is rapidly transforming as Swiggy, Zomato’s Blinkit, and Zepto race for dominance. This quarter, Swiggy’s losses widened while it slowed new Instamart store additions to focus on profitability. Blinkit, meanwhile, expanded aggressively, added 270+ stores in top cities, and pushed deeper into its new inventory-led model. Despite rising revenues, both companies face rising costs, heavy cash burn, and the need for fresh funding. Food delivery has become a stable, slower-growing business, while quick commerce is now the main battlefield shaping their biggest decisions. 2. Jewellery Giants Thrive as Gold Hits Record Highs We will talk about how India’s top jewellery brands—Titan, Kalyan Jewellers, and Senco Gold—delivered strong results despite gold prices jumping over 40% this year. Titan posted strong margins and global growth, Kalyan scaled aggressively with its FOCO store model, and Senco boosted profits through better product mix and rising studded jewellery sales. High prices pushed consumers toward lighter designs, old-gold exchange schemes, and gold coins. The quarter also highlighted a larger trend: market share steadily shifting from unorganised jewellers to formal, branded players. Timestamps: 00:00 Intro 00:33 India’s quick commerce shake-up 10:05 A golden quarter for jewellers 21:57 Tidbits Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Checkout Markets By Zeodha's Reddit here:   / marketsbyzerodha   Checkout The Chatter here: https://thechatterbyzerodha.substack.... Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Every day, each team member shares something they've learned, not limited to finance. It's our way of trying to be a little less dumb every day. Check it out here: https://onethingwelearned.today/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv... Apple Podcasts: https://podcasts.apple.com/in/podcast... Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.