Really good to have your views!
To add to above, I was recently amazed by the swiftness & usefulness of Swiggy instamart delivery…so these two companies are not just building solid moats around restaurants ( personally I do not trust this part of their business as restaurants have been in pain and many trying to build their own delivery ecosystem…views invited) but also around grocery. Competition might arise from big pocket Jiomart & Tata Big basket here too…
I think a part of the biggies were already in this domain like Amazon, Flipkart, Ajio even Myntra – Beauty & Fashion …but Nykaa did grow. Now we do have Reliance & Tata eyeing the Beauty piece more sincerely ( note they already in fashion since many years)…so we can look at it other way round also…
It is not just they who are entering Nykaa’s turf but rather Nykaa is also entering theirs…with recent entry into Fashion and also entry into innerwear with Nyked ( Page’s turf)… Execution & Direction is key…hence Jockey is very very important…
Would be great to get your views further in these new age companies as only your views can make discussion complete and bring us to some logic than just our own personal views & biased assessments 
Disc. Invested in Trent, 1% allocation to Nykaa. Transactions last week. Not eligible for any recommendations and can be wrong in all assessments
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