Blinkit has a much wider asortment and hence people have no option. The service isn’t bad, so that’s there. Lastly, the target audience that they are catering to may not care so much for the 20 bucks… they instead fatten the order (its my thesis), which is reflected in consistently higher AOVs for Blinkit.
Swiggy is still bleeding losses in its Q-Com businesss (FY25E EBITDA loss for Swiggy is likely to be around ~2400 crs) so I tend to think of their model of free deliveries as unsustainable.
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