How Zepto/Dunzo's BUSINESS STRATEGY is CRUSHING Dmart and Reliance? : Retail Business War EXPLAINED

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VIDEO INTRODUCTION: The quick commerce wave has taken the entire e-commerce Industry by surprise, what once looked like a fancy marketing gimmick of 10 Minutes delivery, now the same space has million-dollar companies like Dunzo, Zepto, Swiggy and even Zomato!! and not just that even the big guns like Reliance are very keen about this space because of which Reliance has invested 200 million dollars into Dunzo and even Dmart is sneaking into this space!! But on onside while this looks like a logistical miracle, on the other side, as of now it seems to be an economic nightmare with all these companies reporting 100s of crores of losses every single quarter!!
So in this episode, today, dive deep and let's try to understand,
How have these companies mastered the logistics system to give you a 10 minutes delivery?
How do they intend to become profitable?
Could they threaten the giants in the industry like Reliance and Dmart?
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[@ThinkSchool]

I have always thought Quick Commerce is a cash drain business and will never be profitable!! But when I did my research and did the math!! Turns out, I was wrong!! And Quick commerce could actually become a MONEY machine (With some conditions) So if you are as surprised as I am, hit the bell Join me at the premier to know the BUSINESS STRATEGY of the QUICK COMMERCE players of India :) Heart still favours DMART though! ❤️ Ganeshprasad

[@nikhilk2008]

From which states do you belongs to

[@nishanthkannaaramakrishnan9025]

Is Thinkprunership your channel?

[@vanshsrivastava4601]

You forget to multiply 100 in gross margin formula 😁

[@youtubeisB0ring]

have 1000rupes how can i turn it into 1000+ and how long it will take ?

[@sritejkovoor6346]

Can u make video on future of banking in next decade in india

[@Sachin_Bee]

I don't think 10 minutes delivery segment compete with giants like dmart or reliance they compete with small kirana store.

[@shreyashgujalwar7080]

Exactly 😌

[@shanusingh1675]

Discount khatm Inka khel khatm

[@vaibhavkhoobchandani2253]

Pucha tere se kisine

[@Truth11173]

Yeah and the only imp use of these companies is to deliver condom

[@divyumm]

Moreover, majority of the Kirana store buyers would not switch to these apps because of the fact the kirana store buyers usually buy at the time of urgency that too in small quantities.

[@abhisheksathe123]

I kinda feel a lot of these quick grocery delivery businesses are kind of unsustainable. Way too many of these quick delivery unicorns are popping up lately and they are doing the same thing done by already existing apps. I feel like many customers are using their service only because they are giving hefty discounts and other offers, Once that period stops customers will jump onto the next quick delivery unicorn. On top of that even DMart has started their pickup point stores/dark stores in many cities and their own delivery service as well.

[@VishalDonga]

You are right. We are buying online grocery only because of discount. India can't be compare with America. We always have some retired people in family who can buy grocery always from store. Also Indian eats good and fresh food so we also don't believe online vegetables. These kind of startups sustainable only in 3-4 metro cities like benglore, Mumbai etc where people are mostly working and away from family. So right now dmart and reliance are only real player in this segment.

[@aonea1605]

#baycott #liser #nepotism #baycott every karan johar movies

[@harishkushwaha5593]

Only condition change if contract forming start then profit abruptly jumped but in this way unemployment abruptly jumped because 65-70%people engaged in agriculture.

[@Ashishjaj]

Once the volume increases, they will give always give atleast 15-20 percent discount just like dmart or bigbazaar, or any other Supermarket. Also these local kirana shop people never give discounts not even 5 percent. So many people in my locality has permanently shifted to zepto.

[@mohamedaissat1910]

I agree same in food deliveries UK, custumers are becoming savy they are taking advantage of offers. Some of those apps if you have not ordered for a while they will send a hefty discount then there is an app that gives a 25% discount every tuesday they even call it cheeky tuesday.

[@akshara6148]

Close to 2 million subscribers!!! Kudos to you think school. I have been following the channel since it had some 194k subscribers. And now it's going to be a family of 2 million and more... you guys are the best in providing clear, succinct educational quality content. Thank you!!

[@siddhantatiwari475]

I've been here since 72k subscribers.. The growth in the millions is just unbelievable🤯🤯

[@srishtikewalramani3655]

Hey! I have been watching your videos for quite a while now and was waiting for a video on the quick commerce market. And I have to say your research is outstanding! Also the way you explain is so easy to understand and makes learning so much fun! Keep up the good work! I love watching your case studies and always look forward to your videos!

[@krishna3364]

From a 60k follower Instagram page to now 2 Million Subscribers KZbin channel the journey has been incredible. The content quality and production have only been increased. Love from an old fan to Think school♥♥♥

[@upscmotivation208]

You are my inspiration to take economics as an optional in upsc

[@Kroos-mg7gh]

Bhai, isko mt dosh dena rejection ka

[@girishshah8929]

You got that right. Subjects, in themselves, are not drab. It's the person delivering the content who is responsible for making subjects appear uninteresting. This guy is " an engagement magician". He makes it so much more interesting. Imagine what would happen if our teachers and Professors were this competent ?

[@SB-dp6kh]

Dont...you are taking inspiration frm the wrong guy..

[@MOHAMMED-gi2uh]

I suggest not to do so because upar upar se economics looks easy but it's very deep and very tough, remaining is upto you

[@upscmotivation208]

@@MOHAMMED-gi2uh i have cleared mains

[@sudeshhirave5835]

I think d mart is going to go 100x from now because 1) They have 300+ stores in whole india they can now dilever any product in major cities in 10 min 2) usa has almost 4200+ wall marts and Dmart has almost the same model And india is also moving to organized and usa s population is lot less than india

[@shreyashgujalwar7080]

And also they don't have any debts 😎

[@sudeshhirave5835]

@@shreyashgujalwar7080 tru bro

[@jagrit.r]

doesn't make any sense, they do have 300+ stores but they are concentrated in only few cities, they hardly have any store in all of delhi

[@riderchallenge4250]

USA is also big in size

[@sudeshhirave5835]

@@riderchallenge4250 india kya kam hai kya

[@brahmdeepkhurana1840]

Hey, I wanted to clarify that you mentioned Average Order Value(AOV) for grocery delivery is ₹400 whereas in reality the average order value of food is ₹400 and AOV for grocery is just ₹180-200. These numbers are given in the study material provided by you.

[@Chin-ny4kj]

Im sure no one orders for more than 200 on an average dunzo is giving free delivery over 99 and also the delivery guys say/complain to order twice/thrice so that they can get more money.

[@amansharif3434]

I wanted to like your comment but though it has 69 likes, m not breaking it.

[@brahmdeepkhurana1840]

@@amansharif3434 thank you bro😂

[@Pradipawa]

@@amansharif3434 haha

[@harish0sps]

That's how it's designed like price difference in swiggy and physical restaurant 😂

[@studentsonly1621]

As a owner of a kirana store i know what type of margins we get as well as dmart and reliance we all do business on a ultra thin margins in these competitive market and these quick ecommerce will not able to handle that thin margins and if they could afford that then there is also a problem of delivery if they set the stores in 2 km radius in every city and if there are 200 orders at one time how could they handle that load of delivery in 10 min these things look goods from outside but internally there will be to much of pressure on the staffs and company members 🙏

[@animeshjain8778]

100% agree with u brother I am also the owner of kirana mart The competition is very high. Everyone wants to enter this market ,The margins are so less and people thinks that mart or kirana store are highly profitable or that they have high margins. I have a staff of 25 members and it is very hard to manage them.

[@xenonplays191]

Agree when you talk about the margins. However a lot of the products they stock up, they cut down of a lot more distribution levels thereby getting it at a little cheaper rate compared to a local shop. Coming to 10 minute delivery, whether it is 10 mins or 30 mins it doesn't really matter. Even if it is 45 mins, people would be okay with that. I do prefer local shops because of trust and assurance. However to your statement, the unit economics at scale do fit in at an overall level. The secret lies in quick processing and packing of orders. Automation of the supply chain and low cost dark stores thereby reducing the overheads. Apart from these, there are companies who pay us (zepto, dunzo) to promote their products on top. I remember a year back, Epigamia paid us when they launched their milk shake. Even companies like Cadbury pay for showing Cadbury products on top during festivals. For the Rakshabandhan, Cadbury is running campaigns on both Zepto and Dunzo

[@deepblue3682]

They are not looking at margins or profit in the business... they are looking at stock market value... if their stocks are profitable, owners are getting profit by selling -reselling their stocks.. ultimately the system will go on... but a small unlisted app cannot sustain in that environment, also a kirana store cannot sustain in that model...

[@varunmittal3617]

hats off if your sustaining till now. my father owns a store from last 25yrs now not able to earn even rent 😔

[@varunmittal3617]

@@xenonplays191 bro these companies operate in metropolitans how can they minimize rents if they need stores in every 2km to fulfill their 10min delivery promise.

[@satyammahalwal3276]

Another interesting thing. A blinkit dark store is at a distance of a minutes walk from my house, and it was being widely used in my locality, till a month ago. However, it has now started charging Rs 25 for delivery, which is not practical especially when the distance is less than a hundred meters (the delivery guy walks to our home for delivery). It has discouraged locals to order, since the total price of ordering a packet of Tata salt nearly doubles. They really need to sort out the problem of standard delivery charges for all distances

[@satyammahalwal3276]

@Dkyeah I understand the fact that this isn't economically viable for the business. but from a consumer standpoint, I don't care. If the platform is habituating me to have stuff in 10 minutes without rushing outside, I want my packet of salt at home. It's the company's headache

[@abhijeetmate3209]

Hey, I am MBA student, always watch your video .it helps me a lot during case studies.. thanks a ton man..❤️ this the best channel I have ever come across.. kudos!!

[@panktiparikh457]

WHAT A VIDEO. One does not have doubts after a lecture either because he didn't understand anything or the teacher was so good that no doubts arises. You are the latter. You cover all the bases, answer every important question. Think School, y'all make a great great great team. Y'all deserve to reach highest peaks of success and recognition.

[@thiskarthik]

If you see what dmart and reliance, they ARE already doing these "dark store" kind of stores all over banglore (reliance smart store, dmart pickup store). Next logical step for them is actually 15mins delivery

[@adeepsrinivasa2364]

If I’m not wrong the Founders of Zepto first came up with a company (or an idea) called Kiranakart that would help users order online from local Kiranas. Perhaps it didn’t go as per plan and they created Zepto.

[@captainmcduckyYT]

Exactly

[@arunpal1380]

Well you are right...they actually came with kiranastore during the pandemic...and with the kirana store they realised with data that..the deliveries made within 10 to 15 minutes has a high rate of retention of customers (call back)...than deliveries made within half hour or 45 minutes....and I guess there they found that space of quick commerce ,and then later they came back with zepto......

[@jaakkuchuhan3370]

I feel it's good to support your local Kirana stores. In the end of the month when you don't have 10 rupees in your pocket the local Kirana shop is the one who rescue us.

[@WR-NC-ASPL]

My Kirana store owner takes upto Rs. 25,000 loan from me..

[@mridulsachdeva]

How can dunzo finish reliance when Reliance owns 25.8% stake in dunzo 😅. Also I don't think it's dmart vs dunzo/zepto. India is such a big market that there is room for both to grow and succeed. The sufferers, if any, will be local shops and shopkeepers.

[@scoc55vora15]

Absolutely Right ; This Tagline in Video's Title Caused us to watch The Video Without Fail to put us into the Discussion and watch the Video

[@idhruvoza]

No local shopkeepers won't suffer if they provide good services. Yesterday I shopped from dmart for Rs 10k if the same set of groceries i would have purchased from local kirana store than the cost would have jumped upto Rs 15k. So you see I saved around Rs 5k.

[@thz_iz_divya]

Can anyone tell unfair advantages of zepto?

[@vloggerprakhar8193]

@@idhruvoza kyo

[@tejasbiraris9077]

I just want to thank you for making such videos. You are truly the inspiration for the youth of this nation. Understanding business models and their strategies have never been easier than this. I wish you all the luck and blessings for your future!

[@MrBragdish]

This is my first time watching your video and I've instantly Subscribed to your Channel. Your way of explanation is so clear and easy to understand the the video editing is so professional. Thank you for the content. Keep up the good work. Cheers!

[@Satreddy2671]

In an 8-hour shift, a person may easily produce 32 orders at a speed of 4 per hour. According to Research, 19 workers are sufficient to pack 18000 orders (18000 = 18.75 employees x 32 packages packed per day x 30 days). The customer would have to wait longer for delivery if the purchase is not packed within 15 minutes. You estimate that each order takes about 25 minutes to pack.

[@nj_0449]

Just to add one point, Dunzo is set to join ONDC platform :). It will revolutionize the ONDC platform tooo

[@_hungry_panda]

This is amazing content and the clarity with which you explain the logistics, Hats Off man!

[@akshaypawar1000]

Your research and logic is so precise every time. i wonder how have you developed yourself so well to see the things we can't and connect those invisible dots to see the real picture. Keep spreading the knowledge. ♥

[@syedmohammadtalha6487]

Quick commerce can't survive as long as there are Kirana stores in every locality. Given the lack of awareness right now, Kirana stores might not be hyper focused towards their customers. But sooner or later they'll get the hint and start serving their customers more conveniently with just a phone call away. Food delivery services are profitable as they tend to increase the business of local restaurants/hotels which is not the case in quick commerce. It doesn't make sense that I order something from a Dark Store which is located at a distance of 4 KM on avg from my house whereas I have a Kirana store within 1-2 KMs. Added to it, if I don't get all the required items of specific brand, quantity, or price, I would never proceed with placing the order. I wonder why these things are overlooked by the investors.

[@FoodBlender06]

There are multiple times i have ordered from these dark stores rather than a store just situated in the ground floor on my own apartment.. the only reason is convenience. Jus a click away

[@syedmohammadtalha6487]

@@FoodBlender06 Agreed. That’s why 95% of the people order from these apps. When you think as an end user of course it’s magic to them, but if you think from a sustainable point of view, it’s crap.

[@vloggerprakhar8193]

@@syedmohammadtalha6487 kyo

[@ytkartik]

My view on quick commerce : 1. Dunzo and Zepto-like companies are starting to deliver in 10 minutes, just to get your attraction. It's a marketing gimmick, to acquire more market share - once they have enough market share they surely will going to drop the 10-minute delivery. I mean they still going to deliver fast but no promises. 2. Reliance Jio or Dmart can still compete very easily by partnering with normal stores and turning them into Smart stores, Jio started doing this in Pune, I have seen many stores named "Jio Smart Kirana" and when we order they still deliver in 10-15 minutes from Smart stores. In the future, I think it's going to be like Dark stores vs Smart Kirana stores. I am more in favour of #2 because of several reasons, - they are not disturbing the ecosystem at large length. - it will help Kirana stores in empowering their stores, for example - it can have better quality because jio is promising better quality to customers, it will going to be cleaner and better

[@thz_iz_divya]

Can anyone tell unfair advantages of zepto?

[@ca_saurabhgoyal]

I really like the way you explain systematically. Keep up the good work.

[@arunmk21]

Your videos helping me to understand Economics & terms. Thank you:)

[@adityachaudhary1610]

One more thing that someone like me from lower middle family will understand that the local kirana store wala uncle will give grocery without cash on delivery and they do wait for even aa month. That simple thing which is trust makes us go to their store even more I mean if some emergency is there then that uncle might help me because I know him but not apps

[@WR-NC-ASPL]

But, my Kirana store owner is taking loans from me. If the Kirana store owner has any emergency, I have to give him money.

[@pantrmtrowse5856]

After researching the history of great assets such as real estate, dividend-paying stocks, gold, oil, and other commodities, Ive come to the conclusion that most excellent assets never come down to the price you want to acquire them at. Simply get the ones you can afford right now.

[@gassining5455]

Assets that can make you rich Bitcoin Stocks Real estate

[@Lucky-cm5dx]

The way people talk about forex & crypto trading is profitable, please can someone help me on the right path

[@finallygvsmall5215]

Poor orientation has cause some failure in forex trade

[@reiarah7239]

I didn't believe till I made a profit of $35,000 after two weeks of investment

[@hackingidea6117]

Expert Mrs Donna is good for motivating people to change their bad habits of spending to better habits of savings. She does push advisors but considering her main target audience are people that have made bad financial decisions using an advisor although cost money might help them avoid bad decisions when it comes to investing too. The most important part is trading early for a long time and not panicking, Being too conservative can hurt your returns as well

[@aryanyadav3690]

Finally you made video on this topic which I requested, this competition will be great for us 🔥

[@user_unknwn]

Congratulations on 2 Million subs! I'm so happy for you bro❤️

[@fridge_magnet]

95% of my grocery purchases are price sensitive rather than time sensitive. I buy more from these quick commerce apps because of their free shipping and offers (thanks to all the VCs). I think dmart ready, jio Mart and Amazon would survive this battle. I love dmart ready. Dmart prices without Dmart crowd. They are the only sustainable model with minimum 600 ₹order and 49 ₹delivery (you would still save if ordering in bulk )

[@DEEPUGANJIGERE]

Others pros of these startups. Personal experience: 1. Orders for food delivery decreased. 2. Am not hitting road for grocery shopping.(no traffic) 3. I don't have to waste time on grocery planning Con's. 1. They make u use products they want not what we want. 2. Horrible to drive on road with delivery guys around

[@kapsrev]

Such a nice channel providing outstanding research on everything.Its just wonderful.

[@titanium6752]

Aah, a business case study after quite some time. Great to see 👍 💪

[@chinnimanikrishna9823]

Yes, i agree with you. Even i dont belive in these quick commerce companies because i really dont believe they will be profitable anytime soon.As usual excellent video sir, you got me interested in economics of countires, companies and many more. Keep doing your amazing work.

[@TheSidishere]

Ganesh! If you ever write a book, I'd read it ❤️

[@tushargarg1336]

I got a lot of insights from your channel. I joined your channel when you have almost 15-20K subscribers and recommended your channel among friends and family. I regularly watch your videos. Thanks a lot.

[@rajeshravindran2052]

Love and respect for your homework before recording videos ! Huge respect and big thing ❤️🔥

[@sujalkhandelwal8814]

Hi brother!! First of all, the content you are providing is absolutely extraordinary and the way you explain the whole case study is fantastic. Just to inform, I checked with one of the delivery of zepto that how much you get as delivery charge per order , he told now they are getting only Rupee 14/ order and if it is raining outside or huge demands then Rupee 20/ order.

[@MasterInNone]

During Covid, local Kirana played a major role in distributing groceries while big countries failed in that area. Maybe the National Logistics Policy will help Local Kirana once rolled out.

[@TECHWITHKAMALRAJ]

I am so obsessed with this channel 😍 Love you Think School ❤

[@HVM_zeto]

What a comprehensive explanation ... Really authentic channel 🙏🏻

[@amoghdeshpande504]

I think that this companies structure can work where services like groccery are rare but in country like India it is hard to crack as many services are available near to you. Many of us have a connection with such service providers which we do not want to cut off. Still I would love to say that they have chances to work where there is lot more working class and people have very little time.

[@swarajkurundwadkar2900]

Really nice and informative video. I work in a company similar to Zepto in Germany and it started last year and they still aren't making any profits. I had the Same thought of how such a business model will work in India with a literally infinite number of Kirana shops in India. If this turns out profitable even to the middle class people it will for sure be a miracle and a too good business strategy and market penetration

[@omkarpisal3948]

Great information... your business case studies are easy to understand and very informative.

[@explorethehorizonte]

Very well explained business models. Thanks once again

[@johnny19100]

I live in a small town 20km away from the main city (Kolkata). We have stores like, more. , Spencers, Reliance Fresh and Big Bazaar in and around our locality. Services like Big Basket and Groffers are also available. But still most of the people prefer to make any purchase from their local kirana stores. The local stores aren't even providing any home delivery service, or any convenience like the Q Commerce companies . But still people prefer them over these services. The adoption of technology is slower in India as we have much less urban population and much much more people are living in Tier 2 & 3 cities and rural areas. So, the market is small for Q Commerce in our country. Another thing is people from my father's generation love to go for shopping on a regular basis, they like to go out and buy vegetables and groceries by themselves, it's like a fun activity for them as they can meet people and socialise this way.

[@racheal8072]

Yeah..me too...i like to go out only..

[@KN38277]

I order hardly 100-150rs from Dunzo. The Kirana store is like 50m from home. So the only case where I get a discount from Dunzo, I order otherwise I will just buy from shop.

[@an_sigma-fs]

Congratulations for 2 million from core of the heart

[@sebastianmendonca1026]

AMAZING Video & very clear simple description

[@kapiljain5191]

I work in Blinkit as a customer support executive and to be honest the only reason why this company is making loss is that people raise false claims of missing items, damaged item and quality issues. Even there are many new customers who comes just to get that initial 75 rupees cash back and in that order too, they raise a false complaint and takes a refund deliberately. Offline stores could be a profitable business but in online mode, customers will never let the company come out of its losses. I don't know if only we indians are like this. But it feels so bad to see when people cheats like this. They deserves kirana stores only. One day Blinkit, big basket, zepto, dunzo, and many other companies will close their operations and many people will loose their jobs and people will have to go to kirana stores again. Groceries business is not a profitable business at all.

[@athribhat2243]

Very good Kirana is the best

[@James-Bond-007_]

True bro some ppl are just idiots cheating a company like nothing. That's why due to this behaviour they remain poor

[@oxyht]

Yeah, Indians are not ethical like German, American people. My friend earns 15 lpa but will take 100 rs bonus off of WhatsApp lol

[@porkysharma8423]

Indians and scamming, tell me a more iconic duo. 😂

[@vinaybhat7670]

These big companies Invite users by Bribing (discounts) them...what can u expect from such users?? They ask for more...🥴

[@alengeorge8598]

I think with automation some of the problems could be solved in the future. Inventions like drone delivery and warehouse automation robots could significantly reduce cost and increase efficiency. These technologies are already being tested around the glob by companies like Amazon. Only a few players will reach that level of scale and efficiency and they will dominate the market.

[@athribhat2243]

It will destroy huge employment opportunity

[@hssy2jrocker]

@@athribhat2243 employment in delivery sector is shit... after petrol costs, riders are hardly left with 5-6k without insurance or any other social security... such employment generation is shit!

[@shadowpat810]

Amazon drone project is dead, forget about it. Drone technology maybe useful for medical purposes

[@athribhat2243]

@@hssy2jrocker something is better than anything

[@captainmcduckyYT]

It doesn't work in a dense population such as India

[@gnanasekarmani]

As usual, one more good research work from think school

[@vedantvichare2911]

Wow. Thanks for the detailed analysis.

[@rajeevmahajan9227]

As usual , hats off Ganesh and ThinkSchool for the research in content From urban Indian perspective, it looks promising but the catch is that these businesses have a fundamental flaw in their model and that is this won't serve a big customer base outside of some urban pockets. Already high bloated inflation is around and no one except for 0.00001% people in India are willing to pay for extra logistics costs which otherwise could be compensated I have seen the overcrowded streets outside of DMart on weekends and this perfectly justifies that this model will break after max ~5 years till the time they can burn cash

[@gurneetsingh6284]

Your content is at par with CNBC mini documentaries ✨💕

[@ThinkSchool]

Thanks bhai ❤️

[@bhargavpandya9189]

This video was just phenomenal!

[@vaamanjaju8408]

A great video yet again. 2 MILLION SOON❤️

[@mukulsstation6078]

Beautiful presentation of dynamics of this zooming sector @ E-Commerce..As changes are inevitable , I guess kirana stores will have a tough challenges in coming days from this budding + giant e-commerce players, as people mindsets are evolving fast ( specially the youth ) and aligning themselves to shop from thier home , since it offer them the comfort zone and also as they can embrace alluring offers thrown by these online based platform... At the same time we must not forget the fate met by Giant BigBazaar inspite of having 2 decades legacy . It's management miscalculated aggressiveness of expanding business on debt , impractical takeovers of small players in the quest of retaining supremacy in the retail sector reduce it to ashes from being a supreme player @ retail industry...

[@nikhilk2008]

After this video our school got surely 2million subscriber Congratulation everyone..... All the video of this channel are best BUT BUT BUT And this become one of the best session of our channel

[@iamspyindian]

Congratulations For 2M Subscribers 🌷🎉

[@abdulmuhaiminsada9818]

Congrats to 2M subscribers in advance, Big Fan

[@SP-pk6gc]

10 minutes delivery can work in metro cities, maybe busy streets, congestion. However it will be challenging for them to mark in tier 2 3, 4 cities.

[@niteshchanchlani6247]

Hi, just a little curious about how will it be challenging in tier 2, 3 or 4 cities of India??

[@haha-wf9yl]

Also a point to be noted that local shops have a buy now pay later option. Where they maintain Khata for their loyal customers.

[@WR-NC-ASPL]

But, my local shop owner is taking loans from me.

[@aashi6620]

Amazing! The challenges are quite predictable, needs important changes and trust of customers.

[@omthakkar7801]

Yes! My Q - commerce startup is on the way!!

[@seshan6579]

I think the % of discount given in Dmart is phenomenal and Reliance cannot compete with Dmart because of running cost. Dmart owns the place/buildings where the rental burden is zero and profit margin is more compare to other competitors in this space.

[@roshantiwari]

Great video. Also happy that you mentioned about My kirana app i have worked in My kirana in Mumbai and actually My kirana was project of Hindustan Unilever and they used to make money by charging commission from kirana stores, also the app was nice the idea was good but it couldn't survive because of the compitition from quick delivery apps and giant reliance and Dmart and also sometimes retail kirana stores didn't co-operate with the my kirana team. And to answer your question if it's working or not so it's not working now, HUL has stopped this project in April.

[@nishademperor8695]

mykirana failed because they started charging rs 75 for delivery whereas the same grocery store would deliver it for free. Also there was no real time update of inventory on mykirana as many products used to be out of stock after ordering.

[@akhilgupta1671]

Thanks for the update

[@vinitfernandes6295]

The best and simple way to understand .. Just a fan of your channel n off course you

[@divyeshchoudhary206]

So insightful bro. Thanks for sharing this !!

[@nishademperor8695]

I dont know if zepto/Dunzo will crush dmart/jiomart or not but all these big companies have definitely crushed local kirana business. There is no way local kirana can match the discounts given by these giants

[@pulkitdhingra8351]

Realince retail ( owner of jio mart) has a big interest in Dunzo, so jio mart and Dunzo are not really competing with each other.

[@amolkhobaragade]

Predatory discount needs to be regulated.

[@RiGD01]

Yes many local kirana store shutdown in my area.

[@vinaybhat7670]

@@RiGD01 which city?? Once all local Kirana stores shutdown..these Quick delivery startups will show their real face ..u people wont be left with any option.

[@porkysharma8423]

@@amolkhobaragade Are you against capitalism?

[@mahendramali2181]

We have to initiates startups to down the monopoly of big co.

[@AJAYBANSAL2012]

Very well explained! thanks

[@pmeenakshi6457]

You are doing a very great job.. Dude.. Very impressive for the work and thought

[@kapilahuja7121]

Blinkit charges Rs. 9 for delivery per order. I think this delivery charge pushes the customer to increase the value of order. For example if a person wants to purchase goods worth Rs. 100, the delivery charge would be 9 percent of the entire order value. So, the customer would buy multiple items together because psychologically our mind sees the delivery charge as the percentage of the order value. So if I order for Rs. 1000 instead of 100, the delivery charge would only be 0.9 percent. Thoughts?

[@vinaybhat7670]

Exactly Amazon, Flipkart did the same "buy above 499rs to get free delivery"....

[@123xyzabccba]

DMart has millions of customers and they shop with DMart not for urgent delivery but for attractive discounts and these customers will remain loyal to DMart if they are also made its shareholders….

[@subhendubodhak2020]

Excellent explanation friend. All most all of your video is just superb. Keep it up

[@Thebreakdownshow1]

Bro, you are making great content you should try and look into making a documentary-style film for Netflix. With them trying to expand into India you might have a great plan on your hands. At least that is my plan once i take off.

[@madat5843]

I can see that happening. BTW a great channel you are so underrated just subbed.

[@thegoodencyclopedia5943]

You've got a new sub

[@satishgaikwad3475]

@@thegoodencyclopedia5943 z

[@txmodak2755]

20 min delivery companies playing with the life of their employees Tbh there's no need for such quick service Standard time delivery 🚚 makes sense

[@txmodak2755]

Sorry it's 10min of zepto like holy shit are they gonna pay for their employees death?

[@shivupadhyay5646]

The way you explain is excellent

[@ajinkyapande9767]

Thanks for the video, quite informative.

[@Sanatani_Sherni]

No Chance these "10 Minute delivery" men can compete against The Segment Giants...!!!

[@Gautamkumar-cz9qu]

Ganesh, your math is good but 1 important point you missed- The delivery charge mentioned in the video, a part of it is actually charged to the customer based on the order value. This is just a big balloon of metro cities. I have and will prefer my local kirana stores which are on a walking distance.

[@rishiksarkar9293]

Fabulous explanation as always sir!!

[@shiftcontrol2802]

So informative, thanks!!

[@sonz3943]

Reliance owned 25% stake in Dunzo, so how is this posing a threat to Reliance ?

[@piyushjain4233]

Its fake channel Beware @sOnz

[@jagadeshpolamada]

After so many days business case studies we are listening Feels good

[@RohitSingh-gs3df]

Bhaiya I have a question - Albert Einstein says when the problem comes I use 90% of time try to understand the problem and 10% to solve the problem But some entrepreneur says when the problem is come take action immediately So which strategy is good? Please if someone have idea about share so please share with all of us or suggest please 🙏

[@sportsinfohindi6612]

If a game changing idea is come to your mind,,buddy take the action immediately untill you to prove as you're the right either you fail,, learn from it. At the end if any problem come to you try all possible ways that come your mind and take the action immediately on way of solving not on the way of understanding the problem...

[@ankitlunia1954]

I can see Jio mart is winning the game. They have opened shops in small cities also. I live in a city with a population of below 4 lakh. We have Jio mart here.

[@Akshat-cr9ij]

I live in a town in Madhya Pradesh with 1.1 lakh population and we still have Reliance Smart Point here.

[@ankitlunia1954]

@@Akshat-cr9ij and offers are good. Frequently I order products to sell at my shop :p

[@txmodak2755]

4 lakh is big population imo

[@sreenathsasidharan5577]

Dunzo will deliver for jio mart

[@zenith8972]

This is the type of content which I truly except from you .

[@bharatkarna1960]

congratulations for 2m subscribers

[@ulrichraymond8372]

I have a sandwich, Pani puri,dosa,momos,and other eatery stalls within 100 meters aprrox. Lastmile delivery stores have to compete with truck eateries too. This model of lastmile work only near offices where there is a setback of atleast 200 meters to the nearest eatery.

[@sudheshsankarkk]

Thank you for sharing 🙏

[@rambrk]

Great video as usual

[@deepaksolanki7789]

Your content is very useful and motivational 👍 KEEP IT UP

[@omkaryellur]

Very informative and to get lessons to learnt

[@formaleditfanpage7879]

That was great 🔥🔥🔥 I think this video was little fast than ur previous videos but it's informative 👍🎉🎉🎉💯

[@tanseerahmed1690]

Wow that's a great great video 👍 thanks for sharing

[@jyotichoudhary817]

Present buddy ❤️ Loved it ❤️ Thank you for your efforts both of you ❤️ Ye Dil Maange More ❤️