- Tubelator AI
- >
- Videos
- >
- Education
- >
- How Blinkit's Strategic Moves are Outshining Amazon and Flipkart | Business Case Study
How Blinkit's Strategic Moves are Outshining Amazon and Flipkart | Business Case Study
Explore the strategic brilliance of Blinkit that has left Amazon and Flipkart astonished. Learn how Blinkit, an Indian company, is on track to potentially surpass Amazon in the next decade, with a focus on food delivery and big commerce. Discover the tectonic shift in the Indian market and the evolving landscape of quick commerce.
Install Tubelator On Chrome
Video Summary & Chapters
1. Introduction 🌟
Introduction to Blinkit's disruptive strategy in the market.
2. Revelation of Strategy 💡
Unveiling the revolutionary business strategy of Blinkit.
3. Education Partner Spotlight 📚
Highlighting Odoo as the education partner and its offerings.
4. Unit Economics Analysis 🔢
Exploring the unit economics challenges faced by quick commerce companies.
5. Gross Margin Calculation 📊
Understanding the concept of gross margin in the industry.
6. Gross Margin Calculation
Calculating gross margin and cost price
7. Challenges in Quick Commerce
Identifying major challenges in the industry
8. Solution to Profitability Issue
Proposed solution to improve profitability
9. Impact of Increased Order Value
Analyzing the impact of higher order values
10. Rise in Average Order Value
Explaining the increase in AOV for quick commerce companies
11. Three C's of E-commerce
Understanding the key factors for e-commerce success
12. The Threat to Amazon
Challenges posed by Blinkit's strategy to Amazon
13. Understanding India's Markets
Categorization of India into three income levels
14. Consumption Disparity in India
Analysis of consumption patterns in different income segments
15. India 1's Purchasing Power
Impact of India 1's consumption on revenue generation
16. Consumer Behavior Insights
Differences in consumer behavior among India 1, 2, and 3
17. India 1 Customer Profile
Characteristics and significance of India 1 customers
18. Superpowers of India 1 Customers
Advantages offered by India 1 customers to e-commerce
19. Strategic Evolution of Blinkit
Adaptation of Blinkit's strategy to cater to India 1 customers
20. Market Sensitivity and Premium Pricing
Understanding India's price-sensitive market and Blinkit's premium pricing strategy.
21. Diversification and Catalog Expansion
Exploring Blinkit's expansion from groceries to electronics and its impact on order value.
22. Rise in Order Volume
Analyzing the significant increase in daily orders per dark store for Blinkit.
23. Financial Analysis and Unit Economics
Examining Blinkit's unit economics and revenue generation model.
24. Contribution Margin vs Profit Margin
Differentiating between contribution margin and profit margin in Blinkit's business model.
25. Fixed vs Variable Costs
Understanding the impact of fixed and variable costs on Blinkit's operational expenses.
26. Economies of Scale 📈
Understanding how fixed costs per order decrease with scale.
27. Contribution vs. Net Margin 💰
Explaining the difference between contribution and net margin.
28. Calculating Profitability 📊
Determining scale needed to cover fixed costs and make profit.
29. Blinkit's Profit Potential 💸
Analyzing how Blinkit can achieve profitability with scale.
30. Evolution of Quick Commerce 🛒
Exploring the growth and profitability in quick commerce.
31. Business Lessons for Entrepreneurs 📚
Key takeaways and opportunities for entrepreneurs in Indian consumer market.
32. Data as the Most Valuable Asset 💎
Zomato's strategic advantage with data collection and usage.
33. Building Barriers with Data 🛡️
How Zomato and Swiggy use data to compete against giants.
34. Business War Unfolds ⚔️
The upcoming battle between Blinkit, Swiggy, Amazon, and Flipkart.
35. Research for Insights 📚
Diving into research for the best case studies.
36. Engagement and Subscription 📈
Encouraging audience engagement and subscription.
Video Transcript
Hi everybody, would you believe me if I told you that Blinkit, Zepto and Instamart
They are driving Amazon and Flipkart absolutely crazy
And there is a chance that in the next 10 years Blinkit which is an Indian company
It could become bigger than the legendary Amazon itself
After tasting success in food delivery and later in big commerce through Blinkit
Zomato is now planning something more ambitious
That Zomato is now becoming a front runner
Blinkit is about 40 to 50% of the size of Zomato right now.
Blinkit would drive more value for shareholders in the next 10 years than Zomato.
So I think it's a matter of some number of months before Blinkit becomes bigger than Zomato.
And as we speak, there is a tectonic shift in the Indian market that is making it possible.
In 2022, we made a video on Dunzo and Zepto explaining their unit economics
and how the idea of quick commerce itself is not floating well at all.
Instant food delivery segment, many questions were raised about delivery partner safety,
as well as the 10-minute food delivery.
even possible or is it simply a marketing gimmick? As we've seen with all the D2C players post
pandemic CAC or customer acquisition cost has increased as well. So then how does it make sense
for you know someone to be in business like this and be profitable? And that was true in 2022.
But two months ago I saw this LinkedIn post by Shantanu Deshpande who runs a company called the
Bombay Shaving Company and he said that they saw a day when they sold more products through
Blinkit than they sold via Amazon.
And it is so stunning to know this because
two years back, Blinkit sales were at 0% of Amazon for Bombay Shaving Company.
A year back, it was at 10% of Amazon.
And now Blinkit sales are crossing 100% of Amazon.
And the reason why this is a very big deal is because
today, if you have your brand on Amazon, it's no big deal at all
because it's too crowded today.
But 10 years back, if your brand was on Amazon,
you had the golden opportunity to drive insane sales.
And this is where we saw the rise of giant D2C companies like
boat, mama earth and noise.
So just like Amazon 10 years back,
today, if you understand why
Blinkit and Instamart are revolutionary,
it could be a huge opportunity for you.
So as usual, as a business
nerd, I got deep into every part
of the quick commerce industry to try and
find out what exactly has fundamentally
changed in the quick commerce revolution
of India. And you know what?
I found something absolutely mind
blowing. So in this episode today,
you are going to get a sneak peek into one of the most valuable reports in the history of Indian
consumer market. And this report will tell you how on earth did a struggling unit like Blinkit
start growing faster than Zomato? How did quick commerce go from being a landmine to a goldmine
in just two years? Why does it look like Blinkit could beat a giant like Amazon in the next 10
years in India? What exactly is their business strategy that is making it possible? And most
importantly, what are the business lessons that we need to learn from this Blinkit versus Amazon
