The amount of cash being pumped into QC and new expansions into electronics, garments, and other sectors…this is beyond grocery only right now,
One of the key points of friction, people see with offline is traffic and parking hassles. So top 10 cities QC may have a future. Of course pricing will be increased once they build an base.
Zomato is now taking a flat order fee of Rs.10 for food delivery. Is there a day when QC guys charge, let’s say, Rs 10 for orders below 500 and 20 above 500? Will approximately 5 Million families living in these top 10 cities pay these charges? Also, what stops Zepto or Blinkit or Swiggy from adding 3-hour or 6-hour delivery for free?
Also, for D2C and regional brands, QC offers a quick and easy method to get into affluent and UMC/MC homes without the 10-year gamut of building an Offline base and distribution network. Will they consider the ad spends and listing fees worth the hassle?
All these will determine who wins. I see an intense battle in which none of the incumbents, from DMart to Reliance to Tatas, no one will stay on the sidelines.
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