Zomato (Initiating Coverage): The Safer Play on Quick Commerce, Fairly Valued. REDUCE
It’s probably an overreaction, but the more we learn about quick commerce (QC), the more this David Packard quote rings in our head: More...
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India Food Delivery | Old Habits Die Easy
Gen Z's focus on price loyalty over brand loyalty, increasing platform dominance, and discounting culture, companies evolving into data-driven...
226 Views
Zomato - Steady Revenue Growth; Blinkit Drags Profitability
Zomato logged a mixed performance in Q3FY25 – Revenue grew 12.6% QoQ, in line with our estimate, led by the Quick Commerce (QC), Hyperpure, and...
183 Views
Zomato - Short-Term Pain, Long-Term Gain
Zomato reported 3QFY25 revenues of INR54b, up 13% QoQ, in line with our estimate of 14% QoQ growth. Growth was led by Blinkit (GOV up 27% QoQ/120%...
192 Views
Zomato Ltd - Heightened Competition Will Impact Profitability in the Near Term
Zomato’s B2C business gross order value (GOV) growth of 14% QoQ and 57% YoY, reaching Rs 20,206 in Q3FY25 primarily led by Quick commerce GOV up...
231 Views