TwirlyBanana
TwirlyBanana

This is a big big number

Post image
14mo ago
Talking product sense with Ridhi
9 min AI interview5 questions
Round 1 by Grapevine
ZestyQuokka
ZestyQuokka
Hinge14mo

Those numbers and they are still not profitable. Where's the gap?

SleepyBanana
SleepyBanana

Giving free deliveries

WigglyBanana
WigglyBanana

The top cities are profitable. The loss is a function of growth (new dark stores take time to mature in economics)

Quick commerce in India is working and there is evidence of profitability from mature dark stores/cities

SqueakyQuokka
SqueakyQuokka

I don't believe it. I rarely see zepto delivery on streets but blinkit looks more common.

GroovyBoba
GroovyBoba

Yea. The whole zepto thing looks fishy as f to me.

SqueakyQuokka
SqueakyQuokka

Not sure if they're doing better business in Mumbai.

WigglyBanana
WigglyBanana

Crazy execution, no doubt. To build a brand and scaled operations in this short a time!

GigglyNoodle
GigglyNoodle

Epic execution. Category creation

PerkyBagel
PerkyBagel

And, the founders are still 19 years old. 😂

GoofyMochi
GoofyMochi

Two years back 19 years old, now 21-22 years old

SwirlyMarshmallow
SwirlyMarshmallow

And sharp af. Their interviews are nothing short of now inspiring. So much clarity.

TwirlyMuffin
TwirlyMuffin
Dezerv14mo

have you for once bothered to find out the size of the total market?

TwirlyBanana
TwirlyBanana

Yes their aov is around 400, slightly lower than Zomato. Market leader, category creator.

TwirlyBanana
TwirlyBanana

You should educate yourself. Don’t act like airbnb early investor who believed TAM to be really small to make a meaningful business.

SqueakyQuokka
SqueakyQuokka

Anyone knows how many cities they're live in and how many stores they have?

WobblyWalrus
WobblyWalrus
Student14mo

Only and only in the metro cities. And I'm 10000% sure that they won't go to tier 2 cities at all. So even in metro cities they target the specific areas.

I am in Pune and they are available in only few specific areas like baner magarpatta and hinjewadi which are completely urban and upper middle class areas.

CosmicLlama
CosmicLlama

is it profitable?

WobblyWalrus
WobblyWalrus
Student14mo
Gif
ZippyUnicorn
ZippyUnicorn
Zepto14mo

I like zepto. Always on time. Delivery in 6 minutes. Godspeed

FluffyNugget
FluffyNugget
Plivo14mo

Well Zepto does work beyond Blinkit’s timing in my area. There is a late night fee charge but I can see how it has reached this point

DerpyBanana
DerpyBanana
IBM14mo

If they stop giving free deliverables then they might go profitable. Warna 100m dollars sales yet still no profit is wtf moment

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