S01E03 - Zepto removes additional charges & zero delivery fee
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
S01E03 - Zepto removes additional charges & zero delivery fee
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このコンテンツについて
So I was looking into this new Zepto announcement, and honestly, I’m kind of shocked. They’re saying "no more handling fees, no surge fees, no rain fees, EVER." Plus, free delivery for any order over 99 rupees.
It sounds amazing for us, right? But when I dug into it, the business side of this looks… well, crazy.
I mean, Blinkit and Swiggy Instamart only give free delivery over 199 rupees, so Zepto is really trying to start a fight. But here’s the catch: I found that those fees they just cut made up 20% of their revenue.
So in this podcast, we’re going to talk about what’s really going on. This isn't about Zepto being "nice." It’s a huge, high-stakes gamble to fix a massive problem they have.
Here’s a list of all the topics we cover in the episode:
Zepto's new "no fee" policy vs. competitors
The immediate 20% revenue loss
The real reason they did this (CAC vs. LTV)
The big market share war with Blinkit and Instamart
Customer churn rates (and who is switching)
Zepto's plan to make up for the lost money
How they plan to win with "operational efficiency"
The math behind their "dark store" strategy
Government pressure on "drip pricing" and dark patterns
The huge risks: predatory pricing, negative unit economics, and the rider welfare crisis