This is indeed a trend. Blinkit prices are comparable to that of Big Basket etc… so from a consumer view point why should one wait for two hours if the same service can be provided in 10-20 mins.
Plus likes of Blinkit have multiple revenue sources so not solely dependent on product margin:
My take is that QC positioning is some where between that of Supermarkets (QC can’t have the no. of SKUs a Supermarket has) and Kirana (less number of SKUs but ticket size can be as low as 10 Rs)
This in my opinion is a value migration story
Note: I’ve written a full post on Blinkit. As per Valuepickr guidelines not posting the link here. Check out at my substack pankajg.substack.com
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