Blinkit’s Genius Strategy that stunned Amazon and Flipkart | Business Case Study

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Published 2024-05-24
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VIDEO INTRODUCTION:
Hi everybody,
Blinkit, Zepto and instamart are driving amazon and flipkart crazy!!! and there is a chance that in the next 10 years, blinkit, which is an Indian company , it could become bigger than the legendary amazon itself!! and as we speak there is a tectonic shift that is making it possible!!!
In 2022, we made a video on Dunzo and Zepto explaining their unit economics, and how the idea of Quick commerce itself is not floating well. And that was true in 2022!!

But 2 months ago I saw this linkedin post by Shantanu deshpande who runs a company called the bombay shaving company and he said that they saw a day when they sold more products through blink it than they sold via amazon!!

And it is so stunning to know this because, 2 years back blinkit sales were at 0% of amazon for bombay shaving company, a year back it was at 10% of amazon and now blink it sales are crossing 100% of amazon!! And the reason why its a big deal for people like you and me is because, Today if you have your brand was on amazon, it's no big deal because it's too crowded today, but 10 years back, if your brand was on amazon, you had the golden opportunity to achieve insane sales!! And this is where we saw the rise of giant companies like boat, mamaearth and Noise!! So just like amazon 10 years ago, today if you understand why blinkit and instamart are revolutionary, it could be a huge opportunity for you!!

So as usual, as a business nerd I got deep into every part of the quick commerce industry, to find out what exactly has fundamentally changed in the quick commerce revolution of India and I found something absolutely mind blowing!!
So in this episode today, you are going get a sneak peak into one of the most valuable reports in the history Indian consumer market!!! And this report will tell you,
How on earth did a struggling unit like Blinkit start growing faster than zomato?
how did quick commerce go from being a landmine to a goldmine in just 2 years??
Why does it look like blinkti could beat a giant like amazon in the next 10 years?
What is their business strategy that is making it possible?
And most importantly, what are the business lessons that we need to learn from this blinkit vs amazon case study?

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✅Study Materials:
Blume Venture Report - docsend.com/view/zqgfupfzyud499hn
JM Financial report - www.jmfl.com/Common/getFile/3278
economictimes.indiatimes.com/prime/consumer/quick-…
m.economictimes.com/industry/services/retail/how-q…
redseer.com/newsletters/unveiling-indias-q-commerc…


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All Comments (21)
  • @hullbruce
    5% annual return is easily thrown out there for illustrative purposes, but not so easy to achieve! Where do i put $500k cash reserve to keep cash safe for next 4 years? My concern is insolvency
  • @MrVishalsingh
    As an ex-Blinkit employee, I have to appreciate the amount of research done by you. Your thesis is on point and detailed.
  • @sak11222
    Dude, this is my entire Wharton Strategy class in 30 mins 😂 wow!! Too good 👍
  • Thanks for the video. My final year project was based on dark stores during 2022 now e-commerce has become a hotspot
  • @neeldesai5823
    Another mind boggling fact is that when a delivery guy is given 40 rs, if 5 km delivery is assigned he'll be burning 10-12 rs of fuel on petrol scooter, while delivery guy on EV 2W will spend not more than 2 rs on electricity. The whole economics change to be a delivery guy.
  • Finally, after a long time, we have the best case study and not another politics-based video. Think School nailed it with a comprehensive video. Man, I loved it! Thank you !!🤩.
  • @ruchisharma9117
    Oh my God! The most incredible and mind boggling case study. I am a commerce student and could not appreciate enough how easily you presented contribution margin. The example of India 1,2 &3 was phenomenal. I am glad I could experience this masterpiece. I wish our B Schools could implement this teaching method. Thank you so much
  • @hassansaid1791
    I am from the UK, and I hardly see this level of information presented so well thank you very much
  • Kishore bayani said the same about India 1,2 and 3 in various podcasts He is such a gem with so much of experience
  • Bro please, we want Deepinder Goyal sir on the Indian Business Podcast next..
  • @rahulbandlas
    omg!! Contribution margin concept explained so easily. Its an asset for any one looking to start something new.
  • India 1/2/3 is the biggest insight people can gain in today's world. This is mind blowing.
  • @akashnv7403
    Watching This video From my Grocery Shop..... Daily 15 k Business with 14% margin .....& I Don't let my Son to be a Shopkeeper....... Really Crazy No one Talking about Us 😞..... only Few Gaint Venture Companies Capturing Lakhs of Living Hood of Retial People's in India ...... Very concerning
  • @user-in8fo6ui6b
    To med students like me & a lotta people who do not come from business background your content is very liked bcoz of how u explain even little details (like how u explained differences & uses of contribution & profit margins). Keep it up, can't wait for more case studies.
  • @momideb1351
    The way you have explained it in the simplest manner, i don't think we need to go back to rewind the video and watch any part again. So glad that I have been following this channel since a long time
  • @user-bm6vc1lm8m
    Thank you for this video. Can't imagine the amount of research that would have gone into this. 28 minute kab nikal gye pata hi nhi chala.
  • @Sachinsj_84
    Unit economics iss bande se better koi explain nahi kar sakta... Hats off to this guy man
  • @TravelCuisines
    Thanks to Big basket, Blinkit, Amazon, Myntra and all, due to them now in our area with just a call we get groceries, vegetables, fruits, flower, fish or chicken delivered at doorstep according to our convenience. Not just this, even Saree and clothes 😃😃. This is more convenient for Senior citizens.
  • Love the way you explain the contribution margins concept and it's practical use, which are normally taught in Cfa or MBA courses