CONSUMER NEED SHIFTS…REDEFINES LOGISTICS…NEW ENTRANTS
Rise of e-commerce
New needs created newer logistics players
customer led new logistics requirements
Track/Visibility
COD
Reverse/return
RTO Handling
FIRST WAVE OF ECOMMERCE CREATED NICHE LOGISTICS PLAYERS
1
TODAY CONSUMERS ARE BECOMING MORE TIME SENSITIVE
QUICK COMMERCE SPREADING ACROSS CATEGORIES
30-min delivery is the default expectation Same day delivery is expected to be the
in grocery and food majorly acceptable for e-commerce
Source: McKinsey&Company, Ettech(2022) 2
BUT NON-GROCERY DELIVERY TIMELINES STILL STUCK AT 3-5 DAYS
BRANDS NOT ABLE TO GROW ONLINE DUE TO SLOW DELIVERIES
Source: Blitz(IQ Portfolio) estimates 3
SAME DAY DELIVERY ADVANTAGE OBSERVED BY BRANDS
vs NORMAL 3-5 DAY DELIVERY CHARACTERISTICS
Same day
delivery
advantage in
operations and
business
Source: Blitz(IQ Portfolio) estimates 4
AMAZON PRIME, FLIPKART VIP & QUICK COMMERCE WINNING:
CAPTIVE LOGISTICS ADVANTAGE ENABLING SAME DAY DELIVERY
Amazon has >60 m prime Flipkart VIP launched 48-
customers in India & offers hour delivery since 2023
same day delivery to its
customers since 2017
AS OF NOW IT IS NOT POSSIBLE FOR BRANDS TO INDEPENDENTLY ESTABLISH THESE COMPONENTS.
5
OUTCOME: SAME DAY DELIVERY FIRST 3PL NETWORKS TO PROSPER
SUBSTANTIANTING EMERGENCE OF NEW PLAYERS LIKE BLITZ
Many brands (few as
mentioned below) are
shifting to Quick logistics to
cope up with changing
consumer demands
