#434 India's 1.8 Lakh CRORE rapid commerce opportunity
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#434 India's 1.8 Lakh CRORE rapid commerce opportunity
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breakdown that discusses the burgeoning rapid commerce opportunity in India, valued at $1.8 lakh crore, which encompasses deliveries ranging from two to six hours. The video contrasts this segment with the established quick commerce market, arguing that fast delivery has become a mandatory requirement for Indian customers. It examines the brutal, low-margin nature of the Indian logistics industry compared to Western markets and explains why brands are increasingly embracing rapid commerce to reduce dependency on major e-commerce platforms like Amazon and Flipkart. Furthermore, the discussion explores the "dark store as a service" model used by rapid commerce enablers and details how both startups and incumbent logistics companies are pursuing this opportunity in India, particularly as the demand for non-grocery items and penetration into Tier 2 cities grows.