Can Zepto BEAT Blinkit and Swiggy Instamart? : Startup Case Study

[@nandhubt90]

The hard truth is ‘No’. In India, we have two types of grocery purchases. The first one is a monthly purchase where we visit the nearest D MART or a similar store to purchase groceries required for the entire month, which is not urgent and price is the key to saving our overall spending. The second type of purchase is day to day purchases like milk, curd, vegetables or some groceries which ran out of stock at home. Zepto is replacing the second category where people see convenience and quick delivery rather than cost, but the problem is average order size won’t be big and the Kirana store right across the street is waiting for you.

[@kapilmangtani]

@@nandhubt90 you are spot on here but in some cases where you live on the 24th floor of a society in Bangalore, it’s more convenient to just pay 20 rs delivery fee and get the items on your doorstep

[@MoinKhan-uf4pg]

​@@kapilmangtanithat's the reason it will work only in such Bigcities like Bangalore and very minimal loyal customers.

[@NerdCentral_]

You are wrong. I am from Kerala. Zepto here are available in Kochi Trivandrum which are tier2 cities. But my family nowadays buy all the groceries from either Zepto or swiggy instamart or Jiomart

[@skumark6793]

Yes you're right 👍

[@veesaga9355]

I use Zepto even tho there's a kirana store nearby. Things are actually cheaper on Zepto when I buy in bulk.

[@vineeth9258]

This one felt like a promo for zepto

[@shubhamdas7904]

A classic example how numbers and statistics can be played around to paint a picture for your "sponsor", lets see how it plays out

[@kes9463]

You caught him brother

[@ap-rw3mj]

zepto is shady af, they use many cheap tactics while we order something, like not showing the final price before you place the order, not being able cancel the order, zepto pass in nto cancelable, etc. ill keep using binkit

[@legalified]

​@@kes9463blinkit is there even flipkart has also entered..

[@aadvik5638]

The short answer is no. Instamart and Blinkit are subsidiaries of Swiggy and Zomato respectively. Zepto has no USP, and 2-3 minute early delivery is not it.

[@shashianand250]

I don't agree with you here coz when ordering food you think Zomato and swiggy and when thinking of fast delivery you get zepto that's their usp and it's very hard to kill

[@learntoachieve900]

Time is usp bro

[@herpderp297]

I agree especially considering they are not the fastest in every region. In my city/area Blinkit is usually the fastest, has a bigger catalogue, lower delivery fee.

[@tech4life39]

In my place there is no quick commerce platform ,do they deliver in 10 min Or it is just a saying for marketing

[@Brodragon2225]

@@shashianand250 bro now a days we order from blinkit

[@tharunnelli1912]

The major problem for zepto is quality of the service, few days back I got expired chicken and expired paneer, dmart solved this problem , I bad experience will make positive to negative in the market

[@Brodragon2225]

i think they should focus on certain products only

[@prsh_08]

Basically it's does sometime if it's is increasing this kind of activity so kindly Focus on that issue.

[@kshitijpandey6514]

Nice case study
This shows that efficiency of 1 to 2 percent has such a snowballing effect

[@harshchauhan0202]

Nobody tells trust 💀, One of the main reason behind their success is his parents because they're already rich and have lots of money to invest.

[@ShreySingh-bg1yb]

Really???

[@user-cd2hz4dh6x]

​@@ShreySingh-bg1yb Yes...he got huge funding due to his parents connections.

[@ShreySingh-bg1yb]

@@user-cd2hz4dh6x they said they have to do the initial deliveries by themselves , in a whatsApp group is it true ?

[@Manan_Khakhar]

haan to you work hard to become rich and earn a lot of money and build connection so that you can help your child. I don't understand this psychology of always criticizing the one who comes from a stable background. and everybody's parents invests in their child in any way so its not something different.

[@Nikhilsharmxxxxx1928]

That's right but real businessman in India are from poor background

[@indian9632]

Why don't you guys have a show for bootstrapped start-ups?

[@lazyidealist]

They don't pay and they don't make a lot of noise, so not as ludicrous as these flashy startups

[@coordinationvech]

didn't expect you guys to do a undisclosed promotion video

[@RanjanMishra-i5p]

I want to suggest something, I have been watching your videos for a very long time, I do like your videos because I am interested in startups and tech etc but I think you should make case studies a little more engaging, try to add graphical animation.

[@puddlebee]

currently it is informative enough.

[@VK-fh7ud]

Agreed. Like think school

[@kapilmangtani]

I have used swiggy instamart and blinkit both and never got my order in 10 mins, heck it took a minimum 20 mins everytime. Zepto does not even operate where I live. But I see the value in getting items to you within a 30 minute time frame and I am ready to pay 20-30 Rs for it

[@noahh2064]

I live in Mumbai and at my location Instamart and Blinkit offer way quicker delivery than Zepto, I noticed the same issue at my parents house which is at another location, their delivery time is never under 35 minutes on average.

[@iAmJustDust]

Bro i live in delhi, here blinkit, zepto, instamart all of them delivers within 7-8 minutes

[@kallurinaveen3845]

thank you making this type videos

[@backstagewithmillionaires]

Glad you liked it :)

[@lazyidealist]

What a beautiful analysis

[@sumitbpatil]

Please inform on a sponsored ad next time round. You are losing credibility like this.

[@shaileshaanand]

Is this sponsored though?

[@backstagewithmillionaires]

It isn't sponsored. Here is an example of what a sponsored BwM video looks like: ruclips.net/video/vyKfceJgnBk/видео.htmlsi=MlEDSbkgPt0NYpbm
1. Marked as Includes Paid Promotion
2. Description and pinned comment: 'This video is sponsored by ___. Check out ___ here: URL.'
3. Script/voiceover of 'And a big thanks to ___ for sponsoring this video' with big 'THIS VIDEO IS SPONSORED BY ____' on the screen. Can check 3 minutes and 13 seconds to see what that looks like.
-Caleb

[@englishhitshub]

I work in a zepto warehouse. Actually in our store 3000 orders per day in just one Store

[@fishanmemon1161]

Can u tell me the real avg cart value according to u and ur knowledge

[@suyogshinde565]

I have been following quick commerce since long, and can definitely say this is one of the best researched video.

[@tech4life39]

In my place there is no quick commerce platform ,so do they deliver in 10 min Or it is just a saying for marketing

[@prathapbhanu1320]

Very nice presentation

[@anuragpeoples]

it will take time but...one day our one time monthly grocery will also buyed online

[@AnkurKashyap-tr5yk]

I clicked on this for different intentions
But felt like a sponsored content vid but not mentionong it is crazy

[@SoundarabaranidaranDhamodharan]

Iam completely amazed by this video's content, I want to know how you are doing this kind of research can you provide some sources where you get data about the brand. this it will be helpful for me

[@harshmakhija1279]

One problem they may face will be with the delivery fee as seen in the Indian market, people are reluctant to pay the delivery fee as they feel it's not useful to pay 10-50 rs oof delivery for a small cart and so they prefer to get it themselves and that is the problem. It's a price sensitive market but focusing on the tier 1 they may reduce this problem to s subsequent level but not completely. Though it still depends on how they execute the operations further as they are planning for EVs which will get a hold on the market, and if they can get some good to go EVs for a reasonable amount and can deploy the whole fleet slowly may give them ample of profit. But still there are variety of challenges one may face as the infrastructure and the asset cost may create a period of agony for the founders if not looked out for the expenses and the ROI. But if considering the video as you said they are saving a rupee even on their bags and are that sharp and have their eyes open like that may lead them to success.
Further I am still not an expert in the sector but that's just solely what I understand from my personal understanding, thank you for reading till the last God bless you.

[@chandangarg1151]

how can one invest in zepto before their ipo?

[@ShravanBharathwaj]

how did you make this video? with all picturized?

[@nntta29]

It's hard to believe that grossrries is 40% of households' spend especially in high income segment which is target of quick e-commerce. There is an analysis of blinkit by think school that gives more data on this segment. But in general this segment seems to be something that is is becoming sustainable financially.

[@VGS_SGV]

Yes, Zepto is on the right track

[@ChabinDas-lk8jv]

By making quick commerce, these high value start-ups killing the locals shops. Have you ever think what will happen to them?
It is very sad to see people are going with these quick commerce, but no one is trying to understand the local shops problem.
Ever fintech influencers are praising these start-ups but no one is will to address the local shops difficulties to survive.
Thank you

[@zenmonk29]

Local shops need to adapt to changing times or face the wrath of reality.

[@MoinKhan-uf4pg]

Local shops aren't going anywhere. This startups are works only Big Cities that too with Minimum customer.

[@itsarnav6480]

Their parents invest in their business initially but they have now big investors like y combinator

[@ayaushsing3094]

I use jio mart in Bangalore it’s delivering the orders around 20-30 min now and always way cheaper l think it will be the next d-mart of India What do you think

[@backstagewithmillionaires]

Interesting. Have never used Jio Mart myself, but may be they are doubling down on quick commerce now. Their investment in Dunzo has definitely helped them learn in-depth about hyperlocal delivery. - Pankaj

[@ajayn7292]

RRVL & RRL is Godzilla 😅😅
U put together all the others in Retail & FMCG Sales ( HUL, Nestle, Tata, Dmart, Amazon, Flipkart, blinkint Instamart , BB & Others). Mota Bhai,s sale is more than this. & Growing rapidly.

[@Root3659]

I hv used jio mart
Way cheaper

[@shivamlifestyle8786]

Yess this is.. ❤

[@AnkitG12]

Isn't Zepto sounds like a bubble?? Thank you for the analysis.

[@HavishG]

I'm very persnally bullish on Zepto and i'm damn sure that they will lead the quick commerce industry with atleast 50% market share!

[@legalified]

No blinkit is there. Flipkart has also started. The company who can burn cash for longer will become the leader. Many. Of the companies are not going to survive

[@HavishG]

@@legalified Blinkit hell no! Zomato is now a listed company and can't offers discounts or anything
Swiggy I dont find good and tata is not that serious on qcomm.
Thus Zepto is the clear winner.
"Flipkart and Amazon", they are really scary

[@ShubhamSharma-gs3lm]

You really sold them and decided to keep the important points at the end. Zepto is burning an insane amount of money to be able to sustain existing and gain new customers. Their repeating customer numbers are extremely less compared to the two competitors because of no loyalty attached to the brand.

[@mithunmahato309]

In higher incone country people still go to store and buy things like groceries, fish, meat.

[@backstagewithmillionaires]

I think they'd love to order online, but blue collar labour for delivery drivers is too expensive over there. -Caleb

[@Quantum_Dots]

Doesn't that mean the delivery partners are underpaid and they are simply squeezing profits

[@bubbleschum9563]

The narrator is SUPER MONOTONOUS!

[@ZenzoaMedia07]

bhai mai 1.5 liter doodh joki 102 ka padega ofline vo mai 68 me manga rha hu zepto se y log 40 50 ya 100 tk cash detete hai kya inka loss nhi hota isme mtlb mrpse bhi kam me de rhe hai

[@gauravmalge2911]

How you gathered the numbers of Zepto and Swiggy bro....like no.of orders, dark stores etc

[@SajithNair911]

Where's Big Basket though ? Curious to know

[@karthickrajalearn]

Zeoto Pass will be issue for them
Or otherwise ok

[@pradeeshbm5558]

Is food really safe, fresh and healthy in the dark store????

[@chetankhandelwal3745]

But still I buy from dmart because how can they deal with shopping experience feeling. Jab bhi dmart jata hu 2-2.5k ka saman kharid laya hu.

[@kunalchopra9081]

If Blinkit has 45% market share and zepto with 21-25% market share. How can zepto have 2X revenue of blinkit?

[@anuragpeoples]

because of number of store....and zepto might have only rented warehouse where zepto market share will be more than otherd

[@ajeybs4030]

All the best zepto

[@tamanna4697]

Used almost all quick commerce apps, blinkit is good for skincare haircare etc and zepto is good for snacks and other utilities so zepto better imo

[@verainsardana]

I feel that quick commerce will become a commoditised market where the cheaper platform will prevail

[@user-qx9jf7ju1r]

12:37 Actually, they are smart. They know people are lazy or unknown. They will not remove that. Sometimes they don't apply the coupon So they can save money on one or two orders per user

[@kashif-the-techie]

I have a insight why Zepto is not as big as Blinkit, it still is not delivering to all places even in city centre, mostly only to the societies

[@jaygameryt7779]

Yeah really

[@MrPrasannamd]

Your amazing ❤🎉

[@anuragpeoples]

zepto cafe wont work...koi chai order nahi karta, they will buy from local shops only....groceries ke liye its okay

[@kunaldev1257]

they need to expand fast ..............still no zepto near me

[@user-ux5sp1uc7o]

Dunzo was the father of quick commerce, Zepto came in later

[@Sympl3535]

Dmart has actual massive physical properties of their own. Not a rented dark store 😂
They provide shopping experience. Their supply chain is set.
It's good to talk big and aim big but only at right time. In this case zepto is in a hurry for valuation.

[@Sairam-vx7cq]

Who does not have zepto app
👇🏻

[@chhaparwal9283]

I am 100% sure the 10-minute delivery idea will not work for a long time.

[@neelakshmishra9614]

Quick commerce is not trying to compete with dmar. Different target audience

[@MrPreethuks]

I don’t think it can beat the giant Swiggy Instamart.. Swiggy will remain number one

[@nagendrav9114]

Is this a promotion for Zepto?

[@backstagewithmillionaires]

No

[@Vidyasagarbb]

For the target population of Zepto, the groceries only make 15% of the total spend. You can check this in any of the consumer stats. You got this 40% number completely & terribly wrong.,.
This channel is mostly the paid promotion.,.

[@kunaldev1257]

how they afforrd dark stores in delhi ...........is crazy ..........in middle of city

[@backstagewithmillionaires]

According to a report, a dark-store's rent is 1.5 -2% of their sales. So, a dark store with 30-40 lakh annual rent, is making 20-25 Crore Rs annual sales. - Pankaj

[@user-bf6xr7tm2l]

Abhi toh zepto ka IPO bhi baki,I am bearish on zepto, hegimany todni hogi zomato swiggy ki

[@johnpaulalapatt]

Blinkit we can order anything they are so big .. they are getting more orders than Amazon India

[@Shiva_The_King_007]

Zepto's use case is just one service that is Quick Commerce....
Swiggy and Zomato has other use cases as well....
Zepto's GMV is largely coming from their discount coupons...and free delivery over 100 rs....
It's not that Easy

[@UniversalMediaa]

early rise will lead to quick fall... just like PAYTM..

[@youtubeking2686]

Support local shops. Don't be lazy.

[@Podcanvas]

I am a 10th passed out student. How can I earn money online in Jharkhand (India).

[@surajkhandelwal5838]

By working hard

[@vinaybhat7670]

Bhai...padhai karlo pehle...online me paisa kamana itna bhi asan nahi he..

[@sumansantra9971]

Baki taxi karo per day 900 rs income

[@Podcanvas]

​@@vinaybhat7670 Phad kar kon sha nokri Milne wala hai Sarkar vacancies to nikalti nahi.

[@alok.01]

​@@sumansantra9971Don't push him to drive, he's just 10th pass and probably doesn't even have a licence

[@Peace0420]

What about Net profit/loss?😅😅😅

[@Shoppingkarro]

Do you also think, creating the videos on youtube can lead you to create a another youtube, no right ?
As similar as to the zepto and like once the byjus was a boost rocket, there are still so many startup behind the bars but doing much much way better thing in not only e-commerce or e-commerce but also in food delivery and riding apps like ola and uber.
If you still see the mass auditions in India on the bottom of pyramid they are hard to be caught in the long term because average income of per capita gdp income in india is still very average with any compared. I have seen the price of the groceries while checking out their app once and found so high price for the basic grocery, better i can send any freind with 50rs of their fuel and they can get fresh vegetables with extra coriander and ginger in 10 min plus one free samosa in the same cost of the 50rs fuel.
Let's see the next direction of market in few years where it leads to

[@TechnicalMastersISHANKOUL]

Where is dunzo nowadays

[@ajith.giove069]

you should really change. this narrator, particularly that smirks very irritating [everything what he says feels like a joke]..very irritating bring caleb back

[@abhishekagrawal8139]

3.6 Billion$ not 3.3

[@KrteenAnand]

Zepto is definitely failing

[@Nrp333]

Zepto won't succeed !
Get the Dmart out of the thumbnail, i bet you Dmart will always be the king of retail.

[@karannainwal1990]

Zepto uses cheap tactics like not providing bags even when selected , also they don't have tracking screen for the customer and the order is marked arrived in a 50 m radius, desi dalal like tricks .

[@rockyboy2806]

Ur looks like they are in a hurry to become most valuable company

[@Podcanvas]

Please help me.

[@adityaganiger914]

How

[@Podcanvas]

Send money 20000 may account

[@JayCee_97]

Great execution but still the idea is copied from the west just like every big businesses in India😅

[@yasho.]

idk...its much worse than instamaert or blinkit.

[@ssn5885]

How much monet did you get from Zepto😂😂😂

[@anto_edd]

hope it won't become another ponzi scheme

[@HoshiarMVP]

Sponsored ad

[@AumSrivastava-ky2bl]

This isnt sponsered

[@arjuniitd]

First View 🤑🤑

[@animeshmukherjee9521]

I assure you Zepto cannot stand to compete with Swiggy or Binkit.

[@ArjunSarja-qv4qn]

So soothingly brainwashing 😅

[@sovhomehedi904]

lawda comears🤡