Zepto Economics
Can anyone from Zepto help me understand the Unit Economics of Zepto (some structure would help)? Is it working, are the dark-stores really operationally profitable?
NotJustAnotherPM
Stealth4mo
Insightful. This is about Blinkit, and their ROCE indicates profitability after 3 years.
OP, do you have an insight about Zepto, which says their stores become profitable after 4 months?
And also, do they also have a franchise model or are their stores COCO? (Considering their slow expansion and concentrated presence in only a few tier 1 cities)
NotJustAnotherPM
Stealth4mo
@DaringTrain your knowledge is also appreciated. Do let me know in case you have any insight upon this :)
monkey_shanti
Isn't that less? Considering profit goes fully to the person, it'll be taxable. Am I missing something here? The time to get back your investment is also around 3.5 years.
BlankSmolt17
Unicorn5mo
20% return is the max you can get out there . There is no other way you can have these level margins. And 3.5 or even 5 years is not a lot to recover your investment .
DaringTrain
Stealth5mo
Wow, ROCE looks high, more than what Asian Paints dealers get (and definitely a figure that I dont believe in). The question is how long does it take for the GMV to reach 2 Cr monthly, and is that number correct? Also, I am assuming the company would have tiered structure, where for initial months you'll have high revenus share and it peters down as you become mature.
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