Analysis on QC companies: In Jul+Aug, Quick Commerce industry growth moderated from 2Q.
Blinkit outperformed and sustained strong momentum.
Zepto and Instamart posted high growth, with Instamart’s AOV gains offsetting softer orders as large-order discounts encouraged bundling.
Flipkart Supermart remained largely stable, and BigBasket decelerated, dragged by weaker order volumes.