India mein 2026 festive season ka trend clear hai! Flipkart aur Myntra jaise giants par shopping ki bahaar hai, lekin quick commerce players ko utni tezi nahi mil rahi. Investors ab dekh rahe hain ki log festive discount ka wait kar rahe hain ya daily convenience ka.
E-commerce mein festive season ka bada ulatfer
Is saal festive shopping ke patterns badal gaye hain. Ek taraf jahan fashion, electronics aur general goods bechne wali sites par record-breaking traffic dikh raha hai, wahi quick commerce (10-minute delivery apps) ke liye scene thoda thanda hai. Log ab badi shopping aur daily grocery ke liye alag approach le rahe hain.
Retail giants ki toofani growth
Flipkart ne dikha diya hai ki game abhi bhi unke haath mein hai. Unhe naye customers milne mein 34% ka uchaal mila hai aur sabse interesting baat ye hai ki 60% demand chote shehron (non-metros) se aa rahi hai.
Myntra ki baat karein toh unke Monthly Active Users 93 Million tak pahunch gaye hain, jo last year se 8% zyada hai. Sale ke pehle 6 dinon mein daily users mein 40% ka jump dekha gaya. Nykaa ka fashion segment bhi peeche nahi hai, unhone 24% ka expansion dikhaya hai aur 20 Million users ke sath apni pakad banaye rakhi hai.
Quick Commerce par kyun hai susti?
Quick commerce apps ke numbers utne exciting nahi rahe. Blinkit ke users mein 53% ki saal-dar-saal growth zaroor hai, par sale ke pehle hafte mein daily usage sirf 3% badha. Zepto toh aur bhi neeche gaya, jahan daily usage mein 2% ki girawat dekhi gayi. Saaf hai ki quick commerce Raksha Bandhan jaise events ke liye best hai, lekin badi festive shopping mein horizontal platforms abhi bhi king hain.
Investors ke liye kya hai insight?
Market ab EMI aur retail credit par chala raha hai. Zomato (Blinkit ka owner) aur FSN E-Commerce Ventures (Nykaa) ke liye agli quarterly reports decide karengi ki ye user traffic kitna asli revenue mein badla. Credit-based spending ka trend kitna sustain karta hai, ye dekhna ab investors ke liye sabse zaroori hai.