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00:00 Intro 01:48 Why District? 05:50 District's Right to Win Ever wondered what Zomato's up to beyond food delivery? Get ready to discover District, Zomato's ambitious new app that's set to revolutionize how we experience the offline world! Initially launched for movies, events, and dining out, District has quietly expanded to list diverse offline stores—from fashion and home decor to furniture. This isn't just a minor update; it's a peek into Deepinder Goyal's audacious plan to build a "generational company," now aptly named Eternal. Zomato's Grand Strategy: Online Meets Offline Deepinder Goyal believes in constant evolution. Zomato has already transformed from a restaurant discovery platform (V1) to food delivery (V2) and quick commerce with Blinkit (V3). Now, District marks V4, targeting the massive, untapped offline retail market. While Zomato and Blinkit dominate the online space, District is poised to capture the "going-out" market—everything from dining and movies to shopping and eventually, travel. This strategy isn't just about growth; it's about disrupting Zomato's own business models before external forces do. The Power of "Online-to-Offline" (O2O) India's retail market is huge ($1.4 trillion in 2025), with 90% still offline. This is where District sees its biggest opportunity. By leveraging an Online-to-Offline (O2O) model, District finds users online and pulls them into physical stores for purchases or experiences. It's like a modern-day Groupon, but with a crucial difference: everything is seamlessly integrated into one app. District's unique advantage lies in its access to millions of Zomato and Blinkit users. This allows for unparalleled user profiling and the ability to offer highly personalized deals to customers. Imagine a new fashion brand targeting young women; District can directly connect them! This creates a win-win: businesses get targeted footfall, and District earns commissions. District's Battlegrounds: District is currently operating or planning to enter four key segments: Dineout: Zomato's existing strength, now enhanced with cross-selling opportunities and a rapidly growing Indian eating-out market. Movie and Event Ticketing: After acquiring Paytm's ticketing business, District is ready to challenge market leader BookMyShow. Expect heavy investments in marketing and exclusive event rights. Offline Shopping: This is District's boldest move. By offering heavy discounts, District incentivizes users to visit physical stores, addressing a critical need for offline businesses struggling with online competition and shrinking margins. Travel and Holiday Booking: While details are scarce, this highly competitive market will see District going head-to-head with established players like MakeMyTrip. The question remains: will discounts be enough, or will District offer something truly unique? Deepinder Goyal isn't just building an app; he's building an ecosystem. District isn't merely a new feature; it's a fundamental pillar in Zomato's quest to become a $100 billion company. What do YOU think about Zomato's District app? Have you used it? Share your experiences and predictions for District's competitive advantage in the comments below! Disclaimer: This channel is a part of Zerodha's Zero1 Network. Zero1 by Zerodha financially supports creators and storytellers through its network. The views and opinions in this video are solely those of the creator and are not endorsed by Zero1. Connect with us: Twitter: / bwmillionaires LinkedIn: Instagram: / backstagewithmillionaires Podcast: https://open.spotify.com/show/5rGPalo...