How Amazon Failed to Understand India? - Business Case Study

[@shashankpadwal]

I've noticed that every video from BWM seems to present an opposite view of what I experience in the market. Personally, I much prefer ordering from Amazon over Meesho and never from Flipkart. It feels like the channel is just making videos on topics that generate views, even if they're not entirely accurate. Worse, it sometimes seems like they might be promoting companies without proper disclosure.

[@sunithkumar2632]

I think there are better ways to promote meesho

[@RamiwalDsilva]

Amazon Failing in India? This is something new that I am hearing. Amazon is the most trusted e-commerce brand in India.

[@itikboiusec2138]

I have a different view point. I think that Amazon will grow and the quick commerce and Flipkart will stagnate ( i said that they will die soon in my old comment which is wrong ). Amazon provides good service and has really good delivery service. Flipkart is very bad with shitty customer service who say that it is against their policy for every single thing. And i think quick commerce will stagnate after a point due to it being a premium thing. I never order anything from quick commerce and also try my best to avoid Flipkart due to its scams, delivery issues, and bad service. So i only prefer Amazon. Never faced an issue with it from like 7-8 years. Just an opinion.

[@Shakti18348]

Well once you start ordering through quick commerce it becomes addictive.

[@RamKumar-kz8gg]

agreed, if i need to order, i always prefer amazon. There customer service is too good. I am using it from 2018 and never faced a single issue. Sometimes, I received damaged non returnable items, then I just need to talk to customer care and in minutes they help by replacement or refund. Amazon is way too good, no one can beat them.

[@MonuKumar44444]

@@itikboiusec2138 agree Amazon is much better and much more professional than flipkart or any other brand

[@robinphilip2294]

@@Shakti18348 Agreed.. I used to think the same way op did... But now that I've started using quick commerce its actually addictive... I don't have to step out to get my stuff delivered that too in 10 mins? Its amazing compared to amazon who takes quiet some time to deliver stuff... But amazon has amazing customer support... Having conflicted thoughts about this.. Seems like quick commerce is burning through money which is not sustainable... Think amazon will act soon...

[@chiragpatel802]

100% agreed

[@MonuKumar44444]

Every big mnc comes to India seeing market projections then they realise something called per capita income and income inequality 😂

[@pprince24]

This argument is not true. China has higher GDP per capita than India, but still Amazon failed because they couldn't adapt, same way Amazon isn't able to adapt locally in India. Meanwhile Flipkart is more successful and profitable even though it is also owned by Walmart, because they adapted successfully to local needs and demands. If per capita would have been the sole reason then Q-commerce would have never been successful and sales through Q-commerce would not have grown in triple digits.

[@learntoachieve900]

Real 😂

[@Hello-kh6bk]

Starlink want to enter India and they would also probably face such things like Amazon is facing now. Starlink is very costly, They may need to cut the prices for India

[@MonuKumar44444]

@@pprince24 first of all learn to understand the context and second learn more about companies neither flipkart nor any quick commerce app has ever made any profit and come on seriously you are comparing China with India? We all know about Chinese government's favorable policies towards its home grown companies tencent, pinduoduo, alibaba and many others are dominating Chinese market profitably.. In India so many sectors have grown on vc money but very few have eventually turned successful first learn about Indian markets I have spent years to research about different sectors in india make sure to do even bare minimum before presenting false information

[@prakharraval]

@@pprince24bro who said flipkart is profitable , it’s not until i know

[@OP-yw3ws]

I will always prefer Amazon if it has a similar price as compared to flipkart. I have heard too many horror stories about flipkart. I only order from flipkart when they have a huge discount or when a product is only available on flipkart

[@sortuur1875]

Flipkart is garbage, ek suitcase lithi nobody came for 2 weeks after I had asked to return it and I had a flight in 3 dayss....

[@shivaji011]

Mine case is opposite, never face difficulty+ i have flipkart plus membership so, i tried to buy in Flipkart as much possible.

[@jishnu9551]

​@@shivaji011Yeah same here

[@ArpanMukhopadhyay93]

I completely avoid Flipkart. I use Amazon, Myntra, Big Basket (not BB Now) for most of my needs. Amazon is my primary for shopping except clothes. Also I use Amazon Pay heavily

[@Well_Earned_Siesta]

Why not stay focused on "India 1"? This "small" segment is still ~130 million people, which is the same or larger than Mexico, Japan, Germany, UK, and France. All of which are major markets for Amazon. As India continues to develop, the purchasing power of "India 1" is likely to continue to outpace 2 and 3 in absolute terms.

[@francojoem3114]

With the entry of Quick Commerce players, Amazon is slowly losing the India-1 market to these players. What makes you think Amazon isn't focused on India-1?

[@Well_Earned_Siesta]

@@francojoem3114 oh, I see, that’s an interesting point. Genuine curiosity drove my question, just a bit of thinking out loud

[@distortion3586]

Amazon got quality, I have made 5000+ orders on Amazon. Using since 2014 when I first time orderd a trimmer. 😂 Best thing about Amazon is its service and worst thing about Amazon is its PAPER Tape. 👍

[@ytskt]

I've come across many videos in last few weeks about how Amazon is failing and how blunkit zepto etc will be 10-20 times of Amazon soon... Somthing fishy... Smells like paid publicity

[@chiraggudadhe]

@@ytskti think the same. When i saw the title of this video i was like what?? Is amazon failing? Bro amazon is thriving. Dont care what there year on year growth says, once you have ordered from amazon you are their customer for life. Their customer service is top notchhhh. All this bad marketing seems to be like paid

[@distortion3586]

@@ytskt Mabe your observation is correct, in Small places there is no zepto, we only Trust amazon, we are getting music, videos and free delivery. What else we want? It may be a negative PR. I even use Amazon Pay wallet and it's credit card. Amazon is best. You can't say same about Flipkart, currently I'm in a fight with their Customer care. I even wrote on X and tagged Flipkart and myntra. 🤔

[@Divyesh_Sinha]

Har din ek order place karte ho kya😅

[@ytskt]

@@Divyesh_Sinha more than one!

[@buddha11585]

Wrong, Amazon is matured company with huge free cash flow. Tier 1 India spends and thats meaningful as profit. Meesho cant profit much from Tier-2 India in long term.

[@aaryankumar8770]

Unless t-2 markets grow exponentially Earlier t-1 cities were where t-2 are now In 20 years many t-2 and t-3 will inevitably grow

[@Ni5arg]

T-1 would always go after exclusivity and experience whereas T-2 & T-3 are extremely price sensitive. this would limit the margins on the products sold there.

[@ss2616]

Tier 2 cities are also developing fast. So long term analysis may not be correct.

[@buddha11585]

When tier2 becomes tier1, amazon will rule there. Study consumer behaviour and aspirations.

[@permissionless6]

I literally don't want a gadget to get delivered in 10 minutes. I want to enjoy and get the feeling of waiting period of the product. That's so cool 😊

[@nerisalobo]

Grandfather mentality

[@remojoseph1985]

Amazon has the power to go slow and enter only when the time is ripe. They have a huge second to market to advantage (similar to Apple who only enter a new segment when it is mature and proven). I think Amazon is just thinking long term and is not worried about returning VC money like other startups. Their moat is selection, customer service and brand power. Those are the areas that it needs to remain invested in.

[@Jupitererrrr]

Yeah but flipkart is right there

[@remojoseph1985]

I agree. Flipkart is a formidable competitor for Amazon. Has always kept Amazon on its toes.

[@yvl768]

Agree brother Amazon always worked with patience and perfect timing and if they want they can take. Huge losses like 10 billion dollars per year ( 2023 revenue was 543 billion dollars 😅) I was literally shocked

[@jpmedia6260]

Sometimes Amazon charges prime customers where delivery charges are free and sometimes it takes a week to deliver. Return policy was good then now it's return policy is very rigid. So I am switching to offline purchase compared to online where I can check product before paying and waiting

[@Root3659]

Amazon is like tupperware not evolving , it didn't failed but slowing down, they have to put billions of dollars in quick commerce and somewhere Jeff don't want to spend that much

[@barryobrien1890]

Jeff retired from Amazon. Quick commerce is a fad

[@Root3659]

@@barryobrien1890 I thought too but blinkit is reaching towards profitability and it's addictive, even unexpected guests visit home it is so easy to order for them while having chit chat with them Nykaa is also planning for same Meesho too Not just grocery other ecommerce also trying to fit in latest trend

[@yvl768]

They will invest and not in single digit of billions dollars...... Never forget 2023 revenue of Amazon was 546 fucking billion dollars with 3 percent yearly increment

[@imranpathan2836]

Amazon will sustain in the long run because of the customer service, reliable delivery and overall shopping experience, than other local players with makeshift tweaks and innovation, such companies will come n go. Flipkart is next to it but not so good experiences as a customer. It is Amazon who as competition forced others to innovate and improve.

[@nikhilharidas87]

All said and done...I am thankful to Amazon for setting up and excellent benchmark and they continue to do a good job.

[@Petrolhead11]

don't know Amazon is failing or not, I prefer Amazon as long as what I need is available there.

[@ytskt]

Same here. I've come across many videos in last few weeks about how Amazon is failing and how blunkit, zepto etc will be 10-20 times of Amazon soon... Somthing fishy... Smells like paid publicity

[@yvl768]

It's not falling... Their pocket size are huge bro and with yearly growth last time revenue wAs 530 Billion dollars 😅. They are just waiting to mature the market like they always worked with patience and perfect timing

[@ytskt]

@@yvl768 some influencers are trying to inflate the valuation of some companies...

[@aksingh3167]

But people trust amazon, amazon is very reliable, I think that they will win in long run.

[@ykd0011]

Amazon is profitable, they don't need to be scared of loss making startups

[@lifeizbeautiful5474]

You are wrong brother! Amazon has great eco system and customer support, whereas other players like zepto and others have worst customer services. Growth is just a matter of time and people to realize values not just low price goods. Anyone here who bought anything Meesho knows how much thier products worth ??

[@JUPITER69966]

Amazon have large pockets so they are in the game .

[@yvl768]

I think not large it's xxxxL and they are waiting for perfect timing like they always worked with patience (i said xxxxL because last year revenue was 543 billion dollars)

[@12345rimo]

Amazon delivery are now slower than Flipkart in my area. Earlier Amazon used to deliver in 2 days for prime customer, now doing 4-5 days. However Flipkart offering next day delivery for most items

[@Ethereal1972]

I know it is out of context but Amazon e-commerce is failing but we shouldn't forget that their main income is from AWS. Flipkart is owned by Walmart so it isn't Indian anymore.

[@Divyesh_Sinha]

But theres one thing where amazon still has the upper hand compared to quick e-comerce The wide selection of products Dark stores can never be so big to incorporate all types of products like Tv etc Its only suitable for FMCG and smaller electronics Plus not every dark store have the same products stock Like Zepto launched decathlon and Apple products But my nearest darkstore doesn't have it

[@soumyasarkar4100]

You said the ecommerce is projected to be 100B $ by 2020 , did this prediction turn out to be correct ?

[@Unicorn69...]

Apparantly yes it was 84 billion USD in 2022..... currently its at 124 Billion USD 🎉

[@debrajdas4527]

11:20 Ofcourse Sir. Foreign companies shouldn't be allowed to flout the laws of the land. Only Adanis are allowed to do that.

[@brokenwings2.056]

In my opinion quick commerce are just an temporary hype and it will eventually decline cause their price is higher and majority of Indians priority is cost effectiveness . So quick commerce is gor rich peoples.....

[@rohitk4544]

Wasn't Amazon planning to acquire Swiggy or something? or may be Zepto?

[@backstagewithmillionaires]

There had been discussions for both, but didn't work out. In the case of Swiggy, Amazon can't spend $10 Billion+ to acquire it, as it would be a big amount in a challenging market like India. In the case of Zepto, it's founders don't want to sell, as they want to build a giant company like D-mart. - Pankaj

[@Amithy25]

@@backstagewithmillionaires, is acquiring zepto not a good idea for them?

[@gs8589]

I think quality of the service matters most. Even though flipkart offers products a lil bit faster and cheaper in my area ,but there service is a hassle. Poor custmer care service, difficult return policies, delivery scams, hidden charges, seller cancellations are all affecting them. I have been a long time flipkart user but have changed to amazon lately, which delivers on what they say unlike flipkart.

[@pedrikoespaniel6315]

I have a different view towards Amazon India.. They are intentionally showing negative growth to avoid taxes YoY and meantime they are expanding their business day by day like how Jio initially killed the other players in that sector and grabbed the huge sum of customers. They are doing business in India to kill the retail shops and local market and trying to become a monopoly or with few other players. If you look at the statistics you can witness the number of transactions grown through online purchases over the decade

[@Dutvmalayalam]

Purely because of Amazon and its supply chain, E kart is a Game changer as a seller, as a customer i can bet thirdparty shipping is in amazon is shit...RTS is high as hell atleast for me and people in my circle 1-2 yrs ago now idk... tier 2-3 service even deeper bad

[@APU290]

Blinkit is not going to serve tire 2 - 3 cities. Infact it's doubtful it they'll ever come to low income tire 1 citis of India. Amazon on other hand even tried to work with India post (which is absolutely a unprofessional organisation) so that it could reach rural India.

[@mithunmahato309]

I am not his fan but while openning a business i actually found there are many structural problem here and with the mindset of Indians at large. 1. There is structural corruption (in fire license, environment clearances, thousands of other clearances and so on) in india and the bureaucracy wants that to stay so that they can arm twist even the very small businessmen in extortion. 2. The people around are so much frustrated that they don't inspire the buddying entrepreneur, rather want to loot them taking help of police, local authority or other ways. they are majority don't want to see any one (other than bahubali corrupted politicians) to prosper. 3. The political parties and the goon attack the business in a two pronged way. The judiciary and the police is also a crappy corrupted agencies. Only political network and money works as all are pretty grey area and no one is accountable. Police won't even show up or take action against the goon, and you can't even sue them for inaction. 4. People (even the average graduate people) don't understand economy. They are happy with freebies with no tax paid. The ease of doing business is in negative. Just as an example of you try to start a restaurant or a flat construction business you have to go through a lot of grey area like bribing licensing agencies, goons, police so that you can just start it. We need to understand and admit the loopholes in india rather self praising always.

[@Juli-s7m]

its all about revolution, to not make it complicate, quick commerce is reason, they should adapt the market, thats it

[@mybeatz4522]

The main reason for downfall of Amazon is bez of the price when u compare the prices with other companies like Myntra Flipkart prices are way higher and another thing is man their ui worst ui for an e-commerce company it doesn't filters properly it will show ads of thier own products and Indian are too careful while buying something we need more information example if a phone we want all the spacs like processor battery display etc which they don't provide why do anyone especially Indians buy any product which they don't know about

[@JibanJena008]

I think discount is one of the greatest reason products in Flipkart is more cheaper in sales days as compared to amazon

[@SG-tz7jj]

Amazon is very reliable and has good customer service. You can not get the enormous variety anywhere else . Others will remain laggards .

[@pprince24]

China has higher GDP per capita than India, but still Amazon failed because they couldn't adapt, same way Amazon isn't able to adapt locally in India. Meanwhile Flipkart is more successful and profitable even though it is also owned by Walmart, because they adapted successfully to local needs and demands. If per capita would have been the sole reason then Q-commerce would have never been successful and sales through Q-commerce would not have grown in triple digits.

[@the_nishant_singh]

When did flipkart became profitable?

[@pprince24]

Flipkart is projected to be profitable next year. Flipkart also has more than twice the market cap of Amazon.

[@ytskt]

​@@the_nishant_singhas soon as they started paying KZbin content creators

@@pprince24 flipkart is owned by americans

[@apexpredator2277]

i still wonder how quick commerce will workout in tier 2 and 3 cities and towns

[@biswajitghorai2155]

Revenue in China drops and surge in India, so sweet word

[@Investingtips-k4g]

They clearly underestimated the indian technological advancements happening inside india

[@hiremathdarshan]

Amazon can take a hit on e-commerce. It does so in US as well. It is the SaaS and AWS where Amazon mostly makes its revenue.

[@blackcat-mp7kh]

glad that Indian govt is making sure that foreign players are not to dominate in new sectors

[@barryobrien1890]

Byjus is dominating in global edtech

[@gadgettrendsarkar2050]

No one will order anything apart from Amazon thanks to the experience it offers, not any other e-commerce websites caan match it upto date.

[@Deep_Shorts77]

Good Move Meesho 👏

[@TrulyS2345]

As an amazon shareholder. After watching ur video, I can safely say that amazon is not going anywhere in India based on ur chart showed at 8:47 bcz it literally has lowest fees out of all other 5 competitors in same business.. and amazon is the biggest, has best service and is most trusted brand out of all of them with much wider MOAT... and all the people who understands amazon's business knows that no one is expecting retail business to grow even at inflation rate.. all the growth will come from all their other sectors.. like the amount of companies fully relying on AWS is not even comparable to anyone else in india..

[@afsallais9825]

Things are costlier on amazon. They are charging a premium for the produxts they offer. Compared to that flipkart has more choice and offers like big billion.

[@MiddleCLassLog96]

india always

[@akkiup]

Very Informative 👏 In my opinion think Indian businesses should rule in India.

[@cherrytv3]

Like Flipkart, right??

[@KINGTANISH07]

​@@cherrytv3Please educate yourself

[@gs8589]

@@KINGTANISH07 Why though, flipkart may be bought by walmart but is still an indian initiative, and serves indian customers only so it can be considered indian. Most Indain companies are not strictly indian as most of them are based on singapore or such places where cooperate taxes are low.

[@combatninjaturtle]

@@gs8589 it doesn't matter. Amazon is still paying employing Indians and paying taxes directly or indirectly. So, at this point there is absolutely no difference between flipkart and amazon in terms of their nationality.

[@eraiyanbuvetrivel3553]

I had man6 bad experiences with amazon. Amazon delivery partners compelled us to travel 4-12 kms to recieve our package. After flipkart started to deliver doorstep in our village. Amazon did too .but canceling by DPs staterd skyrocketing. Evenafter many calls from us to customer care, they didn't care. Customer obession is a load of horseshit.

[@RavarsenBlogspot]

India will always find a way to push foreign companies out of India after building infrastructure

[@tanjiroyoutube9059]

Amazon has wide range of products and top notch customer service and Flipkart so bad customer service and also the platform, i had order phone for our labour on oct 6 but still stuck on out for delivery from 10th oct, no idea whats even for customer care, can't even cancel and they no permission to cancel and senior customer service said they will cancel today but still waiting...

[@onlinesurfer3749]

using flipkart from last 12 year's ....never got scammed ....yes retun policy is little strict but u get refund at the end...flipkart gui is anytime better than amazon .....but amazon items quality is normal better than flipkart .

[@barryobrien1890]

Well if Amazon is so expensive why is Amazon's revenue 27000 crore vs 5700 crore revenue for Meesho. I am not sure you can compare these companies. I don't think that a company that is growing at 13% is failing. All of these online companies are still fighting over the 100 million people that can afford to shop regularly on line. Meesho will also slow down as it saturated it's market. If Amazon and Flipkart cannot make money in e-commerce, India will be stuck buying fashion and makeup online and everything else will go back to the old way that suits the retailers and government.

[@Diarieswitharshiya25-r3s]

Well, If the quick commerce can get everything that amazon has to offer, then the clear winner is Quick commerce. And, nobody really orders from flipkart these day. Meesho, probably.

[@wavespirit]

Bring back the debate

[@BharathkumarYadav143]

My exeperience with flipkart groceries horrible they repetedly cancelling rhe orders, if they dont want to sell then why to list them in the app firstplace.

[@rachitjoshi23]

bhailog bhai ne question mark lagaya he last me like a newspaper ! Sanju movie dekh he na 🤣! So its a rumor that amazon is failing !

[@nikhildhavale285]

All in losses. Atleast amazon is profitable at aws side

[@adityamorde]

I think, All these creators are paid by meesho to make these kind of videos. How much they speak about meesho, but meesho doesn't seem used in reality. Around the friends and family.

[@prashanthdoshi9926]

Did not knew about meesho till now lol

[@abdulrahmanmasood326]

Please don't put the music in the background it's just unnecessary

[@chetanshet10]

We don't need all products in 10 mins, and in these quick delivery apps, we don't have any review for any products, how to check that, i am not going to buy any other products from these quick delivery other than grocery.

[@princemehta1443]

As if Amazon can not start doing quick commerce

[@Sayanmondalncbs]

Who wants headphone delivered in 7-8 min ??

[@akjain1997]

They dig their own grave by giving preferential treatment to some sellers only.

[@DineshKumar-iu5pl]

I find a product in Amazon then I get the same vendor selling for 30% less in Meesho even after Amazon so called discount. So I save money in my buying. 😂😂😂😂

[@MyLONELYGAL]

Dude.. your content n all was fine. But why are you copying @thinkschool in everything. Even your gestures are copied from him including the way you explain in the video everything is copied from him. Have some uniqueness

[@AkashKharb]

sooner or later these quick commerce comapnies likes Zepto going to sell it bussiness to gaint like flipkart goes to walmart

[@gamershivi2496]

Bhai amazon hi prefer karta hu me to

[@sunithkumar2632]

I think there are better ways to promote meesho

[@coolcab05]

Lower background music... Thanks

[@akshaykhakha2495]

It is just micro and macro thing

[@IAmSaiM]

What is meesho? This video looks like some paid promotion ad of unknown meesho

[@FunNFury]

Sitaraman will not let it grow and modi will drive investment to Gujarat, the End.

[@Prashant_Pandey4]

Amazon is not good in tier 2 , Flipkart is good.

[@sudipbanerjee4910]

Amazon should win

[@ashaz166]

Why did Zepto excelled so much can you pls answer

[@aryasid1893]

bro made this video by using think school and kamaths video

[@JitenPalaparthi]

Amazon is doing good.. i order only from Amazon.. it is a paid stuff it sounds like

[@sudipbanerjee4910]

Messo is not trustworthy.. i always use Amazon

[@ronitpaul817]

Clickbait Video Title 😂

[@BLC267]

Their customer service is the worst.

[@techjanakya5286]

I think this is not a correct analysis. It seems if amazon copies Meesho or buys it the. Evrything will be good. Also, quick commerce cant take on every category. E commerce will have more categories than quick commerce hence more margins and different structures

[@AravindhKumar007]

This video completely wrong in many ways. Didn't know you guys post such garbage without even doing ground work 😅

[@farhanalungal4910]

Amazon is Scam.... I ordered blue shoes, I got white😮. Then one day I ordered Toy snakes, but the packet was empty. I didn't recorded video, now I can't get refund.... I was scammed😢

[@Ren-nk9pq]

Its because of our stupid government

[@afsallais9825]

Things are costlier on amazon. They are charging a premium for the produxts they offer. Compared to that flipkart has more choice and offers like big billion.

and flipkart is owned by americans