Anshul Tibrewala’s Post

The Next E-commerce Battleground: Fashion Quick Commerce is Here We've seen instant delivery revolutionize groceries and food. Now, fashion is finally catching up. I just read an insightful piece on how Indian startups like Slikk, NEWME, and ZILO are pioneering "Fashion Quick Commerce"—delivering outfits in 60-90 minutes. This isn't just a logistics play; it’s a brilliant example of supply chain innovation driven by deep consumer behavior understanding. Key Marketing & Strategy Takeaways from this Shift: Impulse Gets an Engine: Fashion is the ultimate discretionary purchase, and these companies are turning a two-day wait into a 90-minute impulse buy, solving "wardrobe crises" in real-time. This collapses the consideration window entirely. Data-Driven, Zero-Inventory Model: Companies like NEWME aren't "fashion companies"; they're data and tech companies that sell fashion. They analyze search/social signals, predict demand, and manufacture in micro-batches, responding to demand rather than creating it. This minimizes unsold stock and the need for heavy discounting. The "Try & Buy" Game Changer: Features like Slikk's Try and Buy allow customers to test multiple sizes/options on the spot with the rider waiting. This directly addresses the biggest friction point in online fashion—fit—and drastically reduces the cost and rate of failed returns that plague standard e-commerce. Omnichannel is Hyperlocal: Stores are no longer just retail points; they double as mini-warehouses (dark stores) to fuel 60-minute delivery. This hybrid model (dark stores + brand partners) keeps working capital light while maximizing local stock availability. This vertical is redefining Agile Supply Chains and proving that in India, the distribution model is always changing. The race to stitch together speed, sustainability, and scale is on! What are your thoughts? Will Tier-2 cities be ready for this model in the next two years as predicted? #QuickCommerce #FashionTech #SupplyChain #MarketingStrategy #Ecommerce #Innovation #IndianStartups

D2C brands were never D2C. Until now. For years, Indian D2C brands claimed to go “direct,” but were actually living on marketplaces like Amazon and Flipkart.. the opposite of “direct.” Now, the same brands are opening physical stores .. finally becoming what they always claimed to be. The reality is that 64% of their sales still came from Amazon and Flipkart, with only 21% from their own websites. The math simply didn't add up. In 2022, Boat (India's biggest "D2C" success story) made 86% of sales from Amazon and Flipkart, 12% through distributors, and only 2% from their own website. That means 98% of their sales went through intermediaries. That's not direct-to-consumer at all. It's digital wholesale. Over 800 D2C brands launched since 2016, and most followed the exact same playbook of relying heavily on marketplaces. Today, quick commerce platforms charge 30-45% commissions, making the intermediary model even more expensive than traditional retail. D2C brands claimed they were eliminating the middleman, but they just replaced Croma and DMart - Avenue Supermarts Ltd with Amazon and Flipkart. The intermediary relationship stayed exactly the same. They simply swapped physical retail partners for digital marketplace ones. But D2C brands are now finally moving from digital to direct. Physical retail has become the first genuine move toward actual direct-to-consumer relationships, and the numbers tell a compelling story. D2C brands leased 5.95 lakh square feet of retail space in the first half of 2025 alone. That's 18% of total retail leasing, up from just 8% a year ago. SNITCH reports 50-60% conversion in physical stores compared to just 3-4% online, showing the dramatic difference between owned touchpoints and marketplace presence. Lenskart.com now operates 2,835 stores that generate 75% of their ₹6,415 crore revenue, proving that physical retail can scale profitably. Meanwhile, Nykaa's 237 stores posted 31% year-on-year GMV growth, demonstrating strong momentum in the offline channel. The irony is kinda weird. Indian D2C brands spent years calling themselves "direct-to-consumer" while selling through digital middlemen. Now they're opening physical stores to actually become what their name always claimed. Only 36% of Indian "D2C" sales are genuinely direct, while the other 64% still flow through digital intermediaries who take substantial commissions. Indian D2C brands are finally growing into their name by replacing digital intermediaries with owned physical touchpoints. They're creating genuine direct-to-consumer relationships for the first time in their existence. Have you noticed this shift in D2C brands moving offline? 👇 #D2C #RetailStrategy #IndianStartups #Ecommerce #BusinessModel

The $100 Billion Opportunity in Digitizing the Local Kirana Store The 'WhatsApp Moment' and the Underserved Digital Frontier Today, a local shopkeeper handed me his phone, asking me to read a WhatsApp order so he could fulfill it. That simple, manual interaction exposed a colossal market gap: The rapid rise of quick commerce is stealing daily sales from the very backbone of Indian retail our beloved local kirana and parchun stores not because of loyalty, but due to a digital access gap. This is not a story about technology replacing humans; it’s about technology empowering them. The Market & The Math: Why Local Matters Let's ground this in reality, using a small Delhi colony as a microcosm: * Total Addressable Market (TAM) in this Colony: 900 flats \times Rs. 2,000/flat \approx Rs. 18 Lakhs per month (or \approx Rs. 2.16 Crore Annually). * Per-Shop Revenue Potential: \approx Rs. 40,000 per month (just from neighborhood online orders). Considering approx 45 shops The Takeaway: This small, localized market is worth millions. Replicate this across the 10-15 million kirana stores in India, and the opportunity is in the hundreds of billions of dollars. The PM Lens: Building the MVP for 'Non-Tech-Gali-Wale-Dukaans' Our focus must be on an MVP (Minimum Viable Product) that respects the existing workflow and minimizes the learning curve. We are building the Shopkeeper's Operating System. Edge Cases & Challenges to Solve We must overcome behavioral and logistical hurdles for mass adoption: * Digital Literacy & Trust: The UI needs to be vernacular and highly visual. Solution: Rely on on-ground feet-on-street teams for 1-on-1 onboarding and support. * Inventory Management (The Hardest Problem): Kirana inventory is dynamic and non-barcoded. Solution: Use an "Accept/Modify" model. The shopkeeper accepts the order, and if an item is out, they call the customer (their existing workflow) and modify the order in the app. No need for expensive, real-time inventory systems. * Pricing & Margins: Quick commerce offers deep discounts. Solution: Position the product on the value of credit (khata), personalized service, quality of fresh produce, and 30-60 minute delivery. Conclusion: From Kirana to 'Click-Kirana' By focusing on simplicity, digitizing credit, and empowering the shopkeeper's existing customer relationships, we can create a powerful, localized e-commerce network. This is the path for the local store to survive, grow, and reclaim its share of the market—transitioning from a reactive WhatsApp-taker to a proactive Click-Kirana. What critical fourth feature would you prioritize in this MVP to guarantee adoption among shopkeepers? Share your PM thoughts below! #ProductManagement #MVP #KiranaStore #DigitalTransformation #QuickCommerce #IndiaRetail

Latest E-commerce Marketplace Update – September 2025 (For Sellers on Amazon, Flipkart, Meesho, JioMart, Myntra, etc.) SOLVISM – E-Commerce Solutions Website: solvism.in | Facebook / LinkedIn | WhatsApp: +91-7070373040 ________________________________________ 2. Platform-Specific Highlights & Changes Amazon India • Amazon is expanding its last-mile delivery network by engaging local shopkeepers as micro delivery points or delivery agents — especially to service “same day / next day” delivery in more areas. • With the festive season and GST shift, Amazon is scaling up fulfillment / logistics operations to absorb increased order volumes. Flipkart & Ecosystem (Myntra, Shopsy, etc.) • Flipkart recently launched a broader exchange program covering 26 product categories (mobiles, electronics, large appliances) to enable consumers to trade in old devices for discounts. • During Big Billion Days, Flipkart is offering instant mobile swaps, home pick-ups, and AI-powered pricing tools to assess exchanged devices on the fly. • The number of transacting sellers on Flipkart has reportedly risen 25–30% in the last 6 months, aided by improvements in its seller app, AI / analytics tools, and seller hub simplifications. • Myntra is under regulatory scrutiny: Indian enforcement agencies are investigating whether Myntra (owned by Walmart) is violating foreign investment norms by acting as a wholesale retailer rather than purely a marketplace. Meesho & Social Commerce • Meesho has converted itself into a public company in anticipation of an IPO (~$1B target) and is preparing necessary restructuring. • The IPO path is being pursued quietly: Meesho filed draft papers confidentially for its public listing. • Meesho continues to build out its logistics arm Valmo to offer better delivery and fulfillment support to its sellers. JioMart • JioMart continues to expand from groceries into broader marketplace offerings (electronics, fashion, lifestyle). • Its model leverages the large offline network (Reliance / retail / kirana stores) to provide hyperlocal delivery, and it is pushing tie-ups for WhatsApp / conversational commerce to bring users in.

🌍 The Future of Retail — and Why India Still Has Catching Up to Do Retail is not what it was — and globally, the sector is hurtling into a new era. From AI-powered personalisation to frictionless commerce and experiential retail, the leading markets are redefining customer expectations. India offers immense potential, but structural and execution gaps are holding us back. 🔍 Global Retail Trends Hyper-personalisation & AI at Scale Retailers are using AI, ML and generative models for demand forecasting, micro-segmenting consumers, and delivering one-to-one experiences in real time. Omni-channel Seamless channels — letting customers move between online, offline, mobile, social — is the new norm. Concepts like BOPIS (buy online, pick up in store) and “try in store, return online” are standard norms now. Media & Attention The boundaries between commerce and advertising are blurring. Brands are monetising their own digital shelf and shopper touch points. Frictionless Logistics Speed is everything. Logistics investment, dark stores, local fulfilment, smart inventory routing are critical. Experiential, Immersive Retail Stores are no longer just transaction points — they’re brand theatres. AR/VR try-ons, spatial commerce, curated in-store events are rising fast. Sustainability & Ethical Practices Consumers demand traceability, sustainability, resale, repair, and minimal waste. Retailers are embedding “good practice” into supply chains. Data Privacy & Consumer Trust With stricter privacy regimes globally, retailers must balance personalisation with transparency and ethical use of data. bcg.com+3 🇮🇳 Where India Still Trails (and Why) India is no stranger to retail innovation — our e-commerce boom, fintech leaps, and local entrepreneurship are impressive. But when held against global benchmarks, some systemic gaps are evident: In many developed and mature emerging markets, > 30–50% of retail is organised / modern. In India, estimates suggest only 8-12 % of retail is organised today. Costly last-mile, weak cold chains, especially in tier 2/3 towns. Smart shelves, computer vision, store analytics, automation. Many Indian brick-and-mortar players still run on legacy systems, manual inventory, limited in-store analytics. Retail labour productivity in India is low vs. global peers. Agile, modular store formats, asset light models. High real estate cost, long leases, rigid store formats make experimentation expensive. 🔔 In Closing Adopt a Find–Fix–Grow Model The retail future is not about online vs offline — it’s about integrated, intelligent, immersive, and sustainable commerce. India’s size and spirit give us a huge advantage — but our structural deficits, especially in supply chain, talent and execution, are slowing the pace. If we bridge those gaps, Indian retail need not play catch-up — we can lead new models for the world to follow. 💡

Existence of Brick & Mortar stores still matter !! The rise of quick commerce (Q-commerce) in India—where platforms like Blinkit, Zepto, and Swiggy Instamart promise deliveries within 10–30 minutes—has undeniably reshaped consumer expectations. Yet, offline stores, remain deeply relevant in this evolving landscape. Here's why: 🏪 Why Offline Stores Still Matter 1. Massive Reach and Cultural Embeddedness India has over 13 million offline stores, forming the backbone of daily retail, especially in Tier 2 and Tier 3 cities. These stores are deeply embedded in local communities, offering personalized service, credit options, and trust that digital platforms can't easily replicate. 2. Phygital Transformation Offline stores are increasingly adopting digital tools—UPI payments, inventory apps, and online ordering—to stay competitive. This hybrid “phygital” model allows them to offer the convenience of Q-commerce while retaining their local strengths. 3. Localized Assortments Kirana stores excel at stocking region-specific products tailored to local tastes, pack sizes, and price sensitivities—something Q-commerce platforms struggle to replicate at scale. 4. Economic and Employment Impact Offline retail supports millions of livelihoods—from shop owners to local distributors. Q-commerce is creating new jobs in logistics, but offline stores remain critical for inclusive economic participation. 5. Adaptation and Collaboration Many kirana and premium stores are partnering with Q-commerce platforms to fulfill hyperlocal deliveries, blending traditional retail with modern logistics. This integration helps them retain relevance while tapping into new revenue streams. ⚖️ Coexistence, Not Competition Quick commerce isn’t replacing offline retail —it’s expanding the market. While urban youth may prefer app-based shopping, offline stores continue to dominate FMCG sales and serve as essential nodes in India’s retail ecosystem. #retail #offline #sales #market #shopping #moderntrade

Crazy Last Week in Ecommerce & Marketplaces 📅 September | W3 2025 🛒 Mass merchant platforms 🇨🇳 U.S.-TikTok Deal Nears, China Sets Red Lines 🇺🇸 OpenAI Teases ChatGPT Checkout Feature 🇺🇸 Amazon Tests Virtual Multipack Pilot Program 🇨🇳 Alibaba Lands $390M China Unicom AI Chip Deal 🇺🇸 Etsy Adds AI Writing and Search Tools for Sellers 🇩🇪 Otto Replaces Fashion Model Photography with AI 👗 Fashion, Home & Beauty ecommerce 🇫🇷 Shein and Pimkie sign digital growth deal 🇬🇧 Clarks to launch UK marketplace in 2026 🇺🇸 Sephora unveils influencer storefront program 🇨🇭 Temu opens Swiss marketplace for local sellers 🇪🇺 EU textile groups fight ultra-fast fashion imports 🍔 eGrocery & Food Delivery 🇬🇧 Deliveroo CEO Will Shu to Step Down Post-DoorDash Deal 🇺🇸 Uber Eats Restarts US Drone Delivery Pilot 🇵🇱 Żabka Jush Joins Wolt for Unified Grocery and Meals 🇲🇦 Delivery Hero Pushes Glovo Takeover in Morocco 🇮🇳 Swiggy Rolls Out Toing, a Budget Food App in Pune 🇺🇸 Instacart CEO: Price Parity Drives Online Grocery Growth 🇩🇪 Kaufland Grows Fast in Poland and Austria Marketplaces 📣Ecommerce Marketing 🇺🇸 YouTube boosts creator earnings with new tools 🇺🇸 Amazon’s Google search visibility plunges 31% 🇺🇸 Pinterest adds “where-to-buy” links in image ads 🇺🇸 Gmail launches “Purchases” tab for online orders 🇺🇸 Amazon Ads debuts AI agent for ad creation 🇺🇸 Vroom teams up with Instacart for retail media 🛠️Ecommerce Tools 🇺🇸 Amazon unveils agentic AI for sellers 🇺🇸 Google and PayPal join forces on agentic commerce 🇺🇸 Rezolve Ai launches visual shopping search 🇺🇸 ReFiBuy.ai launches Commerce Intelligence Engine 🇸🇬 SectionlyAI debuts product options app on Shopify 🇺🇸 KIBO rolls out reverse logistics and new AI agents 🇮🇱 Quack raises $7M for proactive AI support agents 🚚Ecommerce Logistics 🇺🇸 Amazon expands multi-channel fulfillment 🇦🇪 Amazon opens first Abu Dhabi fulfilment center 🇨🇳 SHEIN opens supply chain to outside brands 🇮🇳 iThink Logistics launches AI for cross-border 🇬🇧 ASOS.com adopts real-time supply chain tracking 🇩🇪 German court reviews DHL neighbor delivery clause 💬 Did we miss a major move? Comment below! ♻️ We nailed it? Like the post 📥 Want this in your inbox each week? Link in my bio #ecommerce #marketplace #strategy #online #onlineshopping #commerce #retail #ecommercenews

Reinventing Retail: How local kirana stores are adapting to India's quick commerce boom how the rise of quick delivery services like Zepto, Swiggy Instamart, and Blinkit has threatened traditional kirana stores in India. In response, these stores are undergoing a digital transformation. They are becoming "micro quick-commerce hubs" by adopting technology for home delivery, digital payments, and WhatsApp-based ordering. The article provides examples of store owners who have seen a significant increase in revenue by using platforms that help them formalize their online presence. It concludes that adapting to this new ecosystem is essential for these local stores to thrive. #GreenBusiness #QSR #FoodIndustry #EcoFriendly

Blinkit is now directly advertising on social media, scouting commercial properties across India to rapidly expand its dark store network. Soon, Swiggy Instamart, Zepto, and other Q-commerce players are likely to follow, intensifying the competition for spaces, especially those that are not in prime locations. Have seen their dark stores mostly in basements or on the back side of the markets, where rentals are relatively quite less. Many owners of these kind of properties may have been waiting for such opportunities for years, unaware that concepts like “dark stores” would become a lifeline for their underutilized spaces. We might be moving towards a future where offline retail stores and dark stores coexist, marking an interesting phase for commercial retail in India. https://lnkd.in/gb2DKs4F E-commerce logistics in India is expected to triple to $15 billion by 2030, driven by rising online shopping and demand for faster deliveries. Companies are investing in dark stores, last-mile delivery fleets, and routing technology to speed up services. Same-day delivery demand is growing fast, with many shoppers willing to pay extra for quicker service. Challenges include high delivery costs, traffic congestion, and illegal parking issues, but tech and infra upgrades aim to solve them. #ecommerce #darkstores #realestate #qcommerce

Open any shopping app today, and you’ll see it: a new delivery promise, a micro-trend collection, or a discount tailored to your city. That’s exactly what India’s evolving e-retail landscape is teaching us. Here’s what’s really happening: India’s e-commerce industry was valued at $125B in 2024 and is projected to reach $550B by 2035. But growth isn’t limited to metros—Tier-2 and Tier-3 cities are now spending like metros, driven by three disruptive models: Quick commerce – fast-delivery essentials for households that value speed. People in smaller cities are willing to pay a little extra if it’s convenient and reliable. Trend-first commerce – spotting social trends and rolling out products quickly. Not just fashion—think wellness, kitchen, pets, groceries. Hyper-value commerce – making products affordable with seller financing, zero-commission models, or inventory-light approaches. The big lesson: discounts alone don’t build loyalty or profitability. What works is understanding your audience by city tier and context, then aligning your product, pricing, and delivery. Actionable steps for brands and sellers today: 1. Tailor assortments per city – what sells in Mumbai may flop in Nagpur. 2. Test micro-trends quickly – pilot in 1–2 cities, learn fast, then scale. 3. Leverage ratings & delivery speed – trust often matters more than price. 4. Use smart pricing – tiered fees, subscription models, or bundled offers can raise basket size without killing margins. 5. Build local partnerships – kiranas, small retailers, and micro-fulfillment centers help control costs while expanding reach. Metrics to watch (to know if it’s working): Average order value & basket size On-time delivery rate & first-attempt success Repeat purchase & NPS by city tier Contribution margin per order The next wave of e-retail growth isn’t about bigger discounts—it’s about faster delivery, trend alignment, and city-tier-smart strategies. Brands that understand “many Indias” and adapt accordingly will capture real, sustainable growth. How are you adapting your e-retail strategy for the many Indias?