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GigglyNarwhal
GigglyNarwhal
Stealth

Will quick commerce eventually die in India, like it did in USA?

Saw a thread by Deedy, praising qCommerce in India, and then saw few replies telling why it would/wouldn't survive in future? Thoughts...

Link to Twitter thread: https://twitter.com/debarghya_das/status/1739661699601617252?t=bJe2nzghhtc5jpsXrNWnQQ&s=19

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12mo ago
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CosmicLlama
CosmicLlama
Freelancer12mo

Quick commerce should die. This is the worst business in India. Doesn't add any value, has no value chain, destroys employability of individuals.

WigglyBanana
WigglyBanana
Stealth12mo

You don’t use quick commerce?

CosmicLlama
CosmicLlama
Freelancer12mo

Never had such life threatening moments that required biscuits and cola drinks within the 10mins..

JumpyHamster
JumpyHamster
Stealth12mo

Low margin business. One recession and all these companies will be dead.

FloatingTaco
FloatingTaco
Games24x712mo

These will all massively struggle in 2024.

WigglyBanana
WigglyBanana
Stealth12mo

Low margin business but scale that very few businesses can get to

WigglyBanana
WigglyBanana
Stealth12mo

Lower labour costs in India (key cost) Higher level of convenience stores elsewhere (Americans have Walgreens etc next door, we don’t)

PrancingCupcake
PrancingCupcake
Meesho12mo

Q commerce will stay, but scale will be Limited.
MTUs will tap out at 15-18 M max.

GigglyNarwhal
GigglyNarwhal
Stealth12mo

Deel the same, I think l their operations would eventually concentrate near tier 1 cities only

GroovyWaffle
GroovyWaffle
Stealth12mo

Deedy is an engagement farmer. His opinions carry zero weight as he says things others want to hear than rooted in any logic.

Like that one thread on twitter which described him as cracking the perfect farming. Touts o1 to people who want to go to us and then India to prove who want to return/stay.

GigglyNarwhal
GigglyNarwhal
Stealth12mo

I disagree with sme of his views but I think he's a balanced and smart person for most parts. Will definitely not call him an engagement farmer.

GroovyWaffle
GroovyWaffle
Stealth12mo

When he said “an avg Indian has four helpers”, did you find that smart? Regardless of how maths works?

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