“From $13 Billion to $90 Billion: Quick Commerce’s Growth Runs Through 1,500 Orders a Day”, BeatsInBrief, 07 Oct 2026.

“India’s quick-commerce market could grow nearly five to seven-fold to between $70 billion and $90 billion by FY2031, according to a joint study by Redseer Strategy Consultants and Google. The starting point is about $13 billion, or roughly ₹1.1 lakh crore in annual gross order value, in FY2026. However, the forecast needs a compound annual growth rate of 41% to 48%, and that depends on arithmetic inside each dark store.

A forecast built on metros and new categories

Presenting the findings, Kushal Bhatnagar, Partner at Redseer Strategy Consultants, pointed to hyper-local dark store penetration, non-grocery expansion and deeper digital adoption as the main drivers. Consequently, monthly transacting users are projected to rise from about 25 to 30 million to over 100 million. Quick commerce would then take nearly 5% of India’s retail market, up from under 1.5%. Metros remain the financial engine, since they should supply about 60% of incremental growth. Notably, quick commerce is expected to climb from around 6% of metro retail spending to between 20% and 23%. Meanwhile, non-grocery categories such as beauty, electronics and apparel are forecast to grow from $3 billion to between $21 billion and $27 billion. Encouragingly, momentum is already visible, with festive-season sales projected to rise 110% year on year and capture about 18% of online festive spending.

Three platforms hold the market

Today, the sector is a tight oligopoly. The top three platforms control between 85% and 95% of gross order value. Blinkit leads with about 46%, while Zepto holds 25% to 29% and Swiggy Instamart 22% to 27%. Flipkart Minutes and Amazon Now remain below 5% each but are scaling quickly. Early-2026 run-rate data shows monthly GMV near ₹11,000 crore, about 7.8 million daily orders, an average order value of ₹460 and more than 6,280 dark stores. Furthermore, leading platforms have largely moved from marketplace aggregation to inventory-led models. This shift protects delivery speed, and it also lets them sell private labels at gross margins of 30% to 40%, against 3% to 5% typical for national FMCG brands…..”

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