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Blinkit now controls more than half of India’s quick commerce market, a sector long thought too competitive, too crowded, and too expensive for anyone to dominate.
From its ever-expanding network of dark stores that powers its 10-minute deliveries to the recent, bold pivot toward an inventory-led model, Blinkit’s rise is built on a mix of speed, scale, and risk.
But rapid expansion also brings higher costs and greater exposure. Has Blinkit created a sustainable advantage, or has it built a fragile empire that could be tested soon?
Tune in.
Compete in India's first and only case competition.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
By The Ken5
99 ratings
Blinkit now controls more than half of India’s quick commerce market, a sector long thought too competitive, too crowded, and too expensive for anyone to dominate.
From its ever-expanding network of dark stores that powers its 10-minute deliveries to the recent, bold pivot toward an inventory-led model, Blinkit’s rise is built on a mix of speed, scale, and risk.
But rapid expansion also brings higher costs and greater exposure. Has Blinkit created a sustainable advantage, or has it built a fragile empire that could be tested soon?
Tune in.
Compete in India's first and only case competition.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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