Is baar Diwali shopping ka rang thoda feeka hai. E-commerce platforms par demand **10-12%** ghat gayi hai, kyunki electronics mehange ho gaye hain aur discounts pehle jaise nahi rahe.
Festive Sale ka dum nikal gaya?
Is saal festive season mein woh pehle wali raunak nahi dikh rahi hai. E-commerce giants ke dispatch volumes last year ke muqable 10-12% niche chal rahe hain. Market experts ko jo tezi ki umeed thi, woh filhal toh thandi padti dikh rahi hai.
Electronics bane sabse badi musibat
Is girawat ke peeche main reason hai electronics aur smartphones ke badhte daam. Premium phones, laptops aur appliances ki keemat mein 30-40% ka jump aaya hai. Iska asar seedha sales par pada hai—smartphones ki unit sales 16% tak gir gayi hain. Companies ne is saal discounts bhi 35-40% kam kar diye hain, jiski wajah se log ya toh kharidari postpone kar rahe hain ya phir saste models chun rahe hain.
Inflation ka pressure
Desh mein retail inflation 5.54% par pahunch chuki hai, jo RBI ki comfort zone ke upper end par hai. Khane-peene ki cheezein mehangi hone se logo ki jeb par asar pada hai, isliye log non-essential chizo par kharch karne se bach rahe hain.
Kya sab kuch bura hai?
Nahi! Ek taraf jahan traditional e-commerce platforms struggle kar rahe hain, wahan 'Quick Commerce' channels ne kamaal kiya hai. Beauty aur personal care jaise segments mein 5-6x ki growth dikh rahi hai kyunki log ab chote aur zaroori items par focus kar rahe hain.
Investors ke liye kya hai?
Ab sabki nazar upcoming quarterly results par hai. Brands apne profit margins kaise maintain karte hain, ye dekhna hoga. Dussehra aur Diwali ke beech ka gap shayad second wave of demand la sake, par tab tak investors ko retail aur consumer durables companies ki commentary par nazar rakhni chahiye.