Quick Commerce

Story in Charts

Recently a read a detailed report from Bernstein research, here are some of charts and figures which caught our attention, full report is available here and all figures are reproduced from below

1. Markets is growing at speed

2. Dark stores everywhere

3 winners take all type of business

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4 Both business have optionality embedded

5 Long gestation business with significant capex needed

6 More players are joining but leadership established

7 innovation will ensure margins would not expand

8 Will GLP play a spoil sport?

The whole report is good and price targets check them directly. I am not invested in either but this may change tomorrow , please do your due diligence this is not investment advice