Dunzo v/s Zepto: How come laws of physics are not holding up?
Dunzo is struggling for survival while Zepto is turning into a unicorn. How come laws of financial markets working in opposite directions for both. Both Zepto and Dunzo operate in same segment which is Quick commerce. What is the catch?
I order from Zepto 2-3 times a day. Sometimes use zomato or Swiggy. Never used Dunzo
Woah, please don’t stop ordering. They’ll see a 90% valuation cut otherwise!
I’ve analysed in detail about how Zepto strategy is better but thats too long for here.
I’ll just say that I was a hardcore instamart user. Somehow Zepto managed to acquire me as a customer and retain me and is getting frequency out of me. Something Dunzo couldn’t achieve.
Says loads about effectiveness of Zepto’s strategy.
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Stealth
a year ago
Dunzo never had its own store to begin with. Rest of them do. Dunzo reinvented too late too little.
Zepto will be in same position as Dunzo in next 3-5 years. Remember private market valuation is all about finding next investor.
Zepto stole Dunzo’s market share and had a better product from the beginning. They’re firmly in third place behind instamart and Blinkit
cuckingfunt99
Stealth
a year ago
They're also only behind Zomato and Swiggy cuz these two built out a bit distribution channel and customer base over almost a decade.
If Zepto had been around that long, the gap would be much lesser.
P.S. - I'm a loyal Zepto user for QuickCommerce and Zomato for food delivery. Never use Swiggy.
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