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Analyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik Bhatia

Blinkit continues to be the quick-commerce market leader in India with over 50% market share despite stiff competition from long-standing competitors Zepto and Swiggy. The quick-commerce vertical turned profitable—a first for the company, posting adjusted EBIDTA of $0.04 million compared to a loss of $11.5 million during the same period last year.

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3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the third quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.

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