Blinkit’s Genius Strategy that stunned Amazon and Flipkart | Business Case Study

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  • čas přidán 23. 05. 2024
  • 👉 Check out Odoo : www.odoo.com/r/4cY
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    VIDEO INTRODUCTION:
    Hi everybody,
    Blinkit, Zepto and instamart are driving amazon and flipkart crazy!!! and there is a chance that in the next 10 years, blinkit, which is an Indian company , it could become bigger than the legendary amazon itself!! and as we speak there is a tectonic shift that is making it possible!!!
    In 2022, we made a video on Dunzo and Zepto explaining their unit economics, and how the idea of Quick commerce itself is not floating well. And that was true in 2022!!
    But 2 months ago I saw this linkedin post by Shantanu deshpande who runs a company called the bombay shaving company and he said that they saw a day when they sold more products through blink it than they sold via amazon!!
    And it is so stunning to know this because, 2 years back blinkit sales were at 0% of amazon for bombay shaving company, a year back it was at 10% of amazon and now blink it sales are crossing 100% of amazon!! And the reason why its a big deal for people like you and me is because, Today if you have your brand was on amazon, it's no big deal because it's too crowded today, but 10 years back, if your brand was on amazon, you had the golden opportunity to achieve insane sales!! And this is where we saw the rise of giant companies like boat, mamaearth and Noise!! So just like amazon 10 years ago, today if you understand why blinkit and instamart are revolutionary, it could be a huge opportunity for you!!
    So as usual, as a business nerd I got deep into every part of the quick commerce industry, to find out what exactly has fundamentally changed in the quick commerce revolution of India and I found something absolutely mind blowing!!
    So in this episode today, you are going get a sneak peak into one of the most valuable reports in the history Indian consumer market!!! And this report will tell you,
    How on earth did a struggling unit like Blinkit start growing faster than zomato?
    how did quick commerce go from being a landmine to a goldmine in just 2 years??
    Why does it look like blinkti could beat a giant like amazon in the next 10 years?
    What is their business strategy that is making it possible?
    And most importantly, what are the business lessons that we need to learn from this blinkit vs amazon case study?
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    ✅Study Materials:
    Blume Venture Report - docsend.com/view/zqgfupfzyud4...
    JM Financial report - www.jmfl.com/Common/getFile/3278
    economictimes.indiatimes.com/...
    m.economictimes.com/industry/...
    redseer.com/newsletters/unvei...
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    #thinkschool #businesscasestudy #geopolitics

Komentáře • 1,5K

  • @ThinkSchool
    @ThinkSchool  Před 23 dny +62

    👉 Check out Odoo : www.odoo.com/r/4cY

    • @ruturajk7
      @ruturajk7 Před 23 dny +2

      At 8:15 in the video, order per month is 1800 instead of 18000 😊

    • @sumitborana2511
      @sumitborana2511 Před 23 dny +2

      Quickcommerce don't onboard new or early stage brands, its a threat for startup economy, only big players get more bigger. what u think abt this?

    • @lucifur5936
      @lucifur5936 Před 23 dny +1

      So much so for the markets in Metro 😅.
      The world needs to realize that young/population population is shifting(reverse migration) to Teir 2 & 3 cities in Bharat. Dare anyone mentioned here to open business in these Teir 2/3 cities with income & spending on a steady increase. I myself migrated with my business to a Tier 2 city from Blr.
      I would rather invest on buying shares of Apple/Reliance/Adani and not mind wasting my time (inconvenience) on family members while waiting in a line in a DMart and passing on important cultural/socio economic/dharmic heritage down my family line.
      Enough of this foreign import/ideas.....we all need to revive Mandir economics to be healthy, social and enlightened in the process 😊

    • @ritugupta9621
      @ritugupta9621 Před 23 dny

      Hlo Bhaiya
      One video of your journey from 10th to till now
      What study you have done
      And how you have such a great mind 😊😊

    • @ritugupta9621
      @ritugupta9621 Před 23 dny

      Hlo Bhaiya
      One video of your journey from 10th to till now
      What study you have done
      And how you have such a great mind 😊😊

  • @neeldesai5823
    @neeldesai5823 Před 23 dny +916

    Another mind boggling fact is that when a delivery guy is given 40 rs, if 5 km delivery is assigned he'll be burning 10-12 rs of fuel on petrol scooter, while delivery guy on EV 2W will spend not more than 2 rs on electricity. The whole economics change to be a delivery guy.

    • @friendsgroup470
      @friendsgroup470 Před 23 dny +38

      But India 1 is clustered together in less location, whereas India 3 is spread all round and would not mind waiting for a day
      Hence, blinkit may not do well in the long run

    • @AshutoshRanjan-is5hz
      @AshutoshRanjan-is5hz Před 23 dny +50

      Dynamics will change India 1 population will keep on increasing

    • @yashaggarwal9719
      @yashaggarwal9719 Před 23 dny +8

      but after 2 to 3 years the guy will have to spend 50k to 70k on its batteries........ then how will he do that

    • @minerjopeace5915
      @minerjopeace5915 Před 23 dny +15

      If you consider the replacement cost of batteries, at per km basis, it would be 3 to 4 rs per km

    • @biranchinb
      @biranchinb Před 23 dny +12

      I guess it will also change with drone delivery, some time these companies will definitely try

  • @deepbhupatkar7462
    @deepbhupatkar7462 Před 23 dny +869

    Finally, after a long time, we have the best case study and not another politics-based video. Think School nailed it with a comprehensive video. Man, I loved it! Thank you !!🤩.

    • @tonystank2680
      @tonystank2680 Před 23 dny +40

      Politics and business are interlinked. If you can't understand it this channel and business definitely isn't for you😊

    • @deepbhupatkar7462
      @deepbhupatkar7462 Před 23 dny +17

      @@tonystank2680Cool bro. I meant to say that the pure business case study without including political factors.

    • @tejasagrawal2
      @tejasagrawal2 Před 23 dny +28

      ​@@tonystank2680 you are the one finding it difficult to process his comment bro. Some people like business case studies more than political commentary. You don't necessarily have to be interested in the whole human evolution if you just want to be a heart surgeon 😷😅

    • @KGtoPG001
      @KGtoPG001 Před 23 dny +13

      @@deepbhupatkar7462 True that. Was fed up of political videos.

    • @Exmuslim_Anwar
      @Exmuslim_Anwar Před 22 dny +3

      exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌙n

  • @MrVishalsingh
    @MrVishalsingh Před 22 dny +135

    As an ex-Blinkit employee, I have to appreciate the amount of research done by you. Your thesis is on point and detailed.

  • @jaisibisivakumar3157
    @jaisibisivakumar3157 Před 23 dny +109

    Thanks for the video. My final year project was based on dark stores during 2022 now e-commerce has become a hotspot

    • @iBrandWiser
      @iBrandWiser Před 23 dny +2

      Can you share the project with me? I'm building something similar to Zepto+Zomato

    • @flopbuddy6254
      @flopbuddy6254 Před 22 dny +2

      Can you share with me the project I want to study about dark stores...

    • @Exmuslim_Anwar
      @Exmuslim_Anwar Před 22 dny +6

      exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌙o

    • @gurukrupa1438
      @gurukrupa1438 Před 8 dny

      ​@@iBrandWisercould u say from where to start and how to learn and know information about finance and gain all necessary knowledge for building things

  • @deepbhupatkar7462
    @deepbhupatkar7462 Před 23 dny +478

    Bro please, we want Deepinder Goyal sir on the Indian Business Podcast next..

  • @tanishkbaddam2935
    @tanishkbaddam2935 Před 23 dny +154

    Kishore bayani said the same about India 1,2 and 3 in various podcasts
    He is such a gem with so much of experience

    • @avishek15
      @avishek15 Před 22 dny +2

      Still failed -that teaches a lot

    • @Danube-nu5vl
      @Danube-nu5vl Před 22 dny

      ​@@avishek15he failed probably because he could not become a part of cronies.

    • @gokulkgm
      @gokulkgm Před 22 dny

      He is Raja of Modern Retail​@@avishek15

    • @ganstagranny
      @ganstagranny Před 22 dny +2

      You guys know he is a billionaire?

    • @norvinmenezes1545
      @norvinmenezes1545 Před 22 dny +2

      ​@@ganstagrannyBut what happened to the small share holders?

  • @sak11222
    @sak11222 Před 20 dny +25

    Dude, this is my entire Wharton Strategy class in 30 mins 😂 wow!! Too good 👍

  • @ruchisharma9117
    @ruchisharma9117 Před 20 dny +13

    Oh my God!
    The most incredible and mind boggling case study. I am a commerce student and could not appreciate enough how easily you presented contribution margin.
    The example of India 1,2 &3 was phenomenal.
    I am glad I could experience this masterpiece.
    I wish our B Schools could implement this teaching method.
    Thank you so much

  • @akashnv7403
    @akashnv7403 Před 23 dny +128

    Watching This video From my Grocery Shop..... Daily 15 k Business with 14% margin .....& I Don't let my Son to be a Shopkeeper....... Really Crazy No one Talking about Us 😞..... only Few Gaint Venture Companies Capturing Lakhs of Living Hood of Retial People's in India ...... Very concerning

    • @dhairyabapodra
      @dhairyabapodra Před 23 dny +31

      It’s like no one talk about VHS or audio cassettes, or CD rental industries … every business scale in and out …. At least grocery shops are surviving on these other industries formed and disappeared in mere less than decade for some of them ….

    • @AshwinKsa
      @AshwinKsa Před 23 dny

      We are building an app which will digitize every Kirana stores and help them on board into ONDc too, can you please share me your phone number so that I can get some insights from your experience

    • @prabhakar0076
      @prabhakar0076 Před 23 dny +16

      Myself too. Kirana Adda is going, No where. Ex:water and milk.
      Just sell limited, high Margin products and sell less margin products in Bulk or at premium margin. Opening Morning 7 Am to Night 10 - 11 pm is not a joke.
      Increase products that r rarely available online.
      Blinkit or other, if a product is not of enough quality like vegetables, Groceries,reversal is very very difficult. Instore , it's dead easy.
      Just update with technology

    • @sayanpoddar5580
      @sayanpoddar5580 Před 22 dny +13

      Just an idea, maybe partner with these companies to covert a part of your store into a dark store. Consistent income from the dark store + income from your kirana.

    • @prabhakar0076
      @prabhakar0076 Před 22 dny

      @@sayanpoddar5580 kirana stores r permanent, dark stores r not. They run only until VC'S DOLLAR continue.
      NOW Zepto is introducing monthly card and minimum purchase order, if not extra fee 🤣. New users r getting saturated for these.
      Why can't kirana shops do that "EXTRA FEE", COOLING CHARGES, Minimum order, No CHANGE is returned,after 10PM Charge.Extra Non kirana services can be given.
      Online is not competition for us, unity is not there among Kirana stores

  • @TravelCuisines
    @TravelCuisines Před 23 dny +227

    Thanks to Big basket, Blinkit, Amazon, Myntra and all, due to them now in our area with just a call we get groceries, vegetables, fruits, flower, fish or chicken delivered at doorstep according to our convenience. Not just this, even Saree and clothes 😃😃. This is more convenient for Senior citizens.

    • @Brodragon2225
      @Brodragon2225 Před 23 dny +5

      but the food quality is frozen

    • @varunshivan9569
      @varunshivan9569 Před 23 dny

      ​@@Brodragon2225Yeah, nothing can beat how we traditionally buy our vegetables and non-veg.
      But on other stuff, yup these companies are excellent 👌.

    • @souravkumarskb7131
      @souravkumarskb7131 Před 23 dny +19

      The only sufferers are local shops and kirana owners...
      But, yeah as a consumer perspective.....these apps are of great convenience

    • @ZoldicsDiaries
      @ZoldicsDiaries Před 23 dny

      ​@@souravkumarskb7131they are not suffering , they have customers from India 2 and 3

    • @varunshivan9569
      @varunshivan9569 Před 23 dny

      @@Brodragon2225 tradional way of buying vegetables and non-veg is still the king for us Indians. I don't think this will be going away anytime soon.
      On other stuff these apps are excellent.

  • @rahulbandlas
    @rahulbandlas Před 23 dny +7

    omg!! Contribution margin concept explained so easily. Its an asset for any one looking to start something new.

  • @hassansaid1791
    @hassansaid1791 Před 9 dny +4

    I am from the UK, and I hardly see this level of information presented so well
    thank you very much

  • @ultuniqventures1511
    @ultuniqventures1511 Před 23 dny +78

    Unit economics iss bande se better koi explain nahi kar sakta... Hats off to this guy man

    • @jamesscoles-gs1fe
      @jamesscoles-gs1fe Před 21 dnem +1

      But when it comes to scaling marketing is cost he should include as variable

  • @Thinkaboutit897
    @Thinkaboutit897 Před 23 dny +290

    Ganesh isn't pregnant but he never fails to deliver

    • @Vaibhav.bhalla
      @Vaibhav.bhalla Před 23 dny +38

      Came here after ganesh’s community post. 😂

    • @SumanaGhosh-nc8js
      @SumanaGhosh-nc8js Před 23 dny +11

      came here after community post.

    • @KGtoPG001
      @KGtoPG001 Před 23 dny +5

      @@Vaibhav.bhalla This guy is gonna get famous soon.

    • @ganeshshenoy2615
      @ganeshshenoy2615 Před 23 dny +7

      As a Ganesh who was never pregnant, I can confirm the delivery is always a success.

    • @divyanshsh
      @divyanshsh Před 23 dny +3

      bruh

  • @momideb1351
    @momideb1351 Před 6 dny +1

    The way you have explained it in the simplest manner, i don't think we need to go back to rewind the video and watch any part again. So glad that I have been following this channel since a long time

  • @siddharthbarjatya11
    @siddharthbarjatya11 Před 22 dny +5

    India 1/2/3 is the biggest insight people can gain in today's world. This is mind blowing.

  • @user-in8fo6ui6b
    @user-in8fo6ui6b Před 23 dny +60

    To med students like me & a lotta people who do not come from business background your content is very liked bcoz of how u explain even little details (like how u explained differences & uses of contribution & profit margins). Keep it up, can't wait for more case studies.

    • @user-ft8qq1vk8i
      @user-ft8qq1vk8i Před 23 dny +2

      In today's day, med students are in a very difficult situation in their own medical industry, after spending so much on education they barely make some money back, which is why I believe with the knowledge of medical science and super computer brains and a 100× work ethic of an average commerce student, a medical student can easily build a business and succeed

    • @Exmuslim_Anwar
      @Exmuslim_Anwar Před 22 dny +2

      exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛 q

  • @priyanshchanchani
    @priyanshchanchani Před 23 dny +83

    This is so good. Finally a business case study, waited for quite a while. Worth the wait.
    The explanation of Contribution margins was amazing! ❤️🧿
    Awaiting more such case studies ❤️🧿

    • @Exmuslim_Anwar
      @Exmuslim_Anwar Před 22 dny +1

      exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛r

  • @subratabrahma3436
    @subratabrahma3436 Před 20 dny +2

    Love the way you explain the contribution margins concept and it's practical use, which are normally taught in Cfa or MBA courses

  • @sayanpoddar5580
    @sayanpoddar5580 Před 22 dny +1

    I already knew what contribution was but never understood why it was calculated. This video helped me realise why. Valuable nugget of information that now completes the entire picture. Thanks for this.

  • @hkguitari
    @hkguitari Před 23 dny +23

    summary: blinkit targets rich indians who pay extra just for saving time because maximum online consumption comes from rich indians.So basically its beneficial to target only rich indians in metro cities to be profitable charge extra without worrying about cost. Just ensure to provide convenience to them

  • @arjunballal8515
    @arjunballal8515 Před 22 dny +2

    Really loved the way you explained the whole concept! Amazing work!

  • @kritirai6950
    @kritirai6950 Před 23 dny +1

    A so so so goooooood vdo after so long.. maja aa gya dekh k . 28 min kab bite pta hi nhi chala. Keep it up think school ❤️❤️❤️❤️

  • @Karthickmasanmasan
    @Karthickmasanmasan Před 23 dny +21

    A comprehensive analysis of the current market trend in Quick Commerce thats booming in India with Facts & Figures along with Narration and explanation to basic concepts in a clear & understandable way.

  • @Ka31568
    @Ka31568 Před 23 dny +43

    Tomorrow will be my first day at Zomato X Blinkit headquarters in Gurugram. Excited...

    • @Exmuslim_Anwar
      @Exmuslim_Anwar Před 22 dny +3

      exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛s

    • @angryyoungman4389
      @angryyoungman4389 Před 20 dny

      CEO ke rakh ke Chanta laga dena...

    • @Abhay-me4zi
      @Abhay-me4zi Před 19 dny

      how was ur first day???

  • @millenniumbismay382
    @millenniumbismay382 Před 19 dny

    It's just awesome how clearly you have articulated the process. The best 30 min of the day! Thank you :)

  • @suraj_bini
    @suraj_bini Před 23 dny +4

    Finally after a long time Ganesh sir delivered a good case study. I love the final section of gross margin and net profits.

  • @Robi_l
    @Robi_l Před 23 dny +97

    Finally our guy is back

    • @shruts2k
      @shruts2k Před 23 dny +2

      This form of content is better than podcasts . Everyone is doing podcast !!

    • @marineradda
      @marineradda Před 23 dny

      Election khatam ho gya south m

    • @swapniltelang2445
      @swapniltelang2445 Před 23 dny

      ​@@marineradda I was thinking the same

  • @prasannapatwardhan5053
    @prasannapatwardhan5053 Před 23 dny +12

    Loved it!!!
    You explained all the concepts so easily!
    Thank you man🤝🏻

  • @roshankumarrauniyar1476

    This video was gold mine of business. Detailed and high quality content. Explaining every nuances. You got your subscription. Looking forward for more high quality content.

  • @shreyanshsharma9044
    @shreyanshsharma9044 Před 23 dny +1

    The fact that you made me ,a medical student, understand these fancy economics terms is just wow…….keep doing 👍🏻

  • @mustafa6543
    @mustafa6543 Před 23 dny +18

    Good Stuff!!!
    I'd heard of CM for n no. of times but was never able to understand it. But you made it super clear to me and it was absolute woooo moment for me!

  • @NehaChandrachud-hp7xv
    @NehaChandrachud-hp7xv Před 23 dny +5

    Love ThinkSchool! Wish there was a channel like this for each country!

  • @bhatsayali11
    @bhatsayali11 Před 16 dny

    The beat part about this podcast is the India 1-2-3 categories explanation. I have heard it 10 times over from kishor's interviews but didn't understand the numbers till I saw these graphs/charts
    Thank you for yet another insightful piece

  • @vidyajyothigandlur5271
    @vidyajyothigandlur5271 Před 23 dny +1

    Omg! I feel like getting into setting up a business myself. It is so full of smart thinking❤❤

  • @RahulSingh-my4vh
    @RahulSingh-my4vh Před 23 dny +9

    Wow, what in-depth and follow on video on already researched topic !
    Kudos brother & Thanks ..

  • @sakeenasammi1768
    @sakeenasammi1768 Před 23 dny +9

    Yeaaa your content is amazing......... as always.. I appreciate your efforts to make it understandable the whole information. Keep up the great work... More power to you.

  • @user-bm6vc1lm8m
    @user-bm6vc1lm8m Před 12 dny +1

    Thank you for this video. Can't imagine the amount of research that would have gone into this.
    28 minute kab nikal gye pata hi nhi chala.

  • @rajdeepdeshmukh9023
    @rajdeepdeshmukh9023 Před 19 dny

    One of the best video available on this subject. Amazing job with data collection and representation 💯✨

  • @akashdevada8134
    @akashdevada8134 Před 23 dny +6

    I am so much thrilled that even though I am not able to understand it at first but ready to watch 2 to 3 times to absorb this amazing insights

  • @SunilPatil-cp3uv
    @SunilPatil-cp3uv Před 23 dny +7

    India 1,2,3 need nicely captured and explained. Excellent case study, keep up the good work .

  • @1harru
    @1harru Před 22 dny +1

    This is the type of content I am looking for.. Superb Analysis!!

  • @velpulavenkatesh
    @velpulavenkatesh Před 23 dny

    Top notch content... Absolutely need this kind of Studies on Educational Institutions. It'll change the whole thinking approach towards their future.

  • @JyotiAgarwalofficial
    @JyotiAgarwalofficial Před 23 dny +6

    How to compute profit:
    Sales -variable cost = contribution
    Contribution-fixed cost = profit
    Fixed cost include : rent , setup cost it remain fixed and after sometime when the scale of business increase you recovered that cost .
    Variable cost include : electricity, fuel,maintenance many charges which can change with orders and scale
    The problem comes when we have to decrease the cost of variable bcoz in fixed cost when business go in scale you are able to recover fixed byt its hard to cut the variable costs
    My father have agency of hul and the problem we have facing recently is decreasing margin bcoz of online competition.
    And foe me i think the most important thing in indian market which worke is price indian consumers are price sensitive but yes time is money too but it depends only in few cases 😊 well you made my concepts stronger by this vedio thank you for your great efforts😊

    • @prabuddhaghosh7022
      @prabuddhaghosh7022 Před 11 dny

      Its a little more complicated. How do you count an extra warehouse to deal with extra volume within the same delivery area. Do you treat its rent as fixed or a variable cost. For 1200 orders you could deal with one warehouse and 34 employees but with orders going beyond capacity of one warehouse to deal with it now you have additonal fixed costs but as they are due to scale they can be thought of as variable costs. It all depends on what scale you are doing the analysis. Same for Software customized by cities and countries. When you are spending more on software due to growth again its a variable cost not a fixed cost.

  • @naveensoni9356
    @naveensoni9356 Před 23 dny +7

    Ganesh bhai i don't know why. But listening ENGLISH from you is the most easiest and understanding to my mind. And it's something i must say. It is very convincing ❤

  • @atanumalik5338
    @atanumalik5338 Před 22 dny

    Brilliant episode Think School, love the way you explain everything so easy to understand manner! Keep up the good work ❤

  • @ankur291286
    @ankur291286 Před 21 dnem

    Ganesh and team - huge thanks to you all for making this kind of content available to everyone for free. You are contributing immensely to business growth of India by providing extremely valuable information to young work force (both current and future entrepreneurs) and helping them make smarter decisions

  • @shalineesharma8704
    @shalineesharma8704 Před 23 dny +8

    Thank you for the case study, it’s amazing.
    Btw, this is not a rant just the stuff nobody from these big firms talk about.
    I mean to share incidents that have been shared by most employees working in blinkit.
    Blinkit offers one of the most toxic work environments to its employees. I’m talking about ppl who have been working in their corporate offices and warehouses.
    They have warehouses located in remote areas. There have been instances where their employees have been attacked by local goons and blinkit does not come forward to help its own workers. How sad is that!
    Unofficially ppl are made to work 12-14 hours with no job security. Given the situation of unemployment in the country, ppl are even putting up with that life of toxicity in blinkit.
    Any company who chooses to exploit its own people can move forward only upto a certain time and limit.
    Maybe the upper management is not even aware that all these things have been happening to its own ppl.
    Employing less ppl and making them do more work than they are supposed to do eventually leads to more profits.
    Sometimes, we look at just the policy formulation and implementation and not the exploitation going on bts.

  • @yogendramaarisetty
    @yogendramaarisetty Před 23 dny +34

    I Just ordered mangoes on blinkit.
    I got them even before half of the video finished.

    • @yahyamohammed4805
      @yahyamohammed4805 Před 21 dnem

      So basically you are India 1 and dont mind paying more? Jus asking cause we run an e-com company in Africa and planning to do the same by increasing price

    • @92shreyas
      @92shreyas Před 20 dny

      @@yahyamohammed4805 personally as a person who orders daily stuff from online , i would say as long as it saves me time and i have the money to pay for it why not ?.

    • @bravewarrior1218
      @bravewarrior1218 Před 20 dny

      ​@@yahyamohammed4805 Mango is for India 1,2 and 3.Affordable to buy

    • @devd_rx
      @devd_rx Před 16 dny

      @@yahyamohammed4805 if you are the first one in your country/city doing this, you will have to go through some struggle but you will enjoy later, make sure to follow the learnings from video and setup your warehouses accordingly

  • @viveks7994
    @viveks7994 Před 12 dny

    What an amazing explanation of the terms along with examples. Loved the video!

  • @bhatravithegrt
    @bhatravithegrt Před 21 dnem

    This is a brilliant case study and such a wonderfully made video. Keep up the great work and keep bringing such good topics :)

  • @TanvirAhamed-wo6ps
    @TanvirAhamed-wo6ps Před 23 dny +4

    Love this content. Please make sure you are posting this type business content on a regular basis.

  • @jayantsurana
    @jayantsurana Před 23 dny +6

    It would be great if these quick commerce platforms can find a way to provide GST credits to business customers like Amazon and Flipkart do. It will increase sales further as GST on costly products turn out quite high and businesses would want to save that, making large orders stay on Amazon or Flipkart for the time being.

  • @shekzdj
    @shekzdj Před 23 dny

    One of the best case studies on Indian Consumer and Market that i have seen.. as always Think School 🙌🙌

  • @sathish2868
    @sathish2868 Před 21 dnem

    First time I see your channel. Your data is really impressive. You explain the whole Indian economy segment wise.

  • @abhimanyuagrawal1808
    @abhimanyuagrawal1808 Před 23 dny +4

    You guys are getting better each day. Keep going!

  • @Aligarian-mp5lv
    @Aligarian-mp5lv Před 23 dny +10

    Finally a good video after a long time

  • @manishr8730
    @manishr8730 Před 21 dnem

    Beautiful❤
    As a Entreprenuer, it gives me wide veriety of thoughts. Cant stop thinking and synch with my business...

  • @Tejas.M
    @Tejas.M Před 22 dny

    Best video yet on your channel, thank you!

  • @ErenYeager0607
    @ErenYeager0607 Před 23 dny +10

    I can understand every part of this video especially the last 10mins because i actually studied in school

    • @minecraftbhau3802
      @minecraftbhau3802 Před 23 dny

      Nice joke.
      Konse school me padhaya jata hai 😅😅😅
      I think 🤔 you are talking about B-schools

    • @ErenYeager0607
      @ErenYeager0607 Před 23 dny +1

      @@minecraftbhau3802 bhai icse ka class 11-12 ka accounts book dekh lena kabhi
      Aur details me janna to bcom course ke books pdh lena

  • @piyushbhavar6747
    @piyushbhavar6747 Před 23 dny +5

    Your video totally changed my
    View on Quick Commers.
    Thank you so much for such an insightful content ❤

    • @piyushbhavar6747
      @piyushbhavar6747 Před 23 dny +2

      If this gets true, Dipender Goyal may become Jeff Bezos of India

  • @korandlapraneeth
    @korandlapraneeth Před 22 dny +1

    The research on this video is indeed phenomenal. Sadly, such cases should be taught in colleges and that would be a dystopian dream in India.

  • @surajsrinivasan5043
    @surajsrinivasan5043 Před 22 dny

    Really commendable work Ganesh!!🎉🎉 Such an insightful case study!!

  • @manasranjanchhatriya8433
    @manasranjanchhatriya8433 Před 23 dny +7

    Can you please make a video on "Why companies like Flipkart and Pine Labs are shifting their base from Singapore to India ?"

    • @niroshanvenkateshwaran
      @niroshanvenkateshwaran Před 23 dny

      Lower income tax, I guess…

    • @Facttri
      @Facttri Před 23 dny

      From Singapore to India or India to Singapore???

    • @bravewarrior1218
      @bravewarrior1218 Před 20 dny

      #manasranjanchhatriya
      Companies like Flipkart and Pine Labs are shifting their base from Singapore to India for several key reasons:
      To pursue an initial public offering (IPO) in the Indian market, which has shown a strong appetite for Indian startup IPOs.
      Listing in India provides better visibility and coverage from analysts compared to developed markets for startups valued below $20 billion.
      To achieve business synergies, economies of scale, cost savings, and simplification of the shareholding structure by consolidating operations in India.
      Having the parent company based in India where the core business operates can streamline operations.
      Regulatory ease as Indian regulators can monitor and conduct diligence more effectively when the ultimate holding entity is based in India.
      This is particularly relevant for fintech companies like Pine Labs operating in a highly regulated sector.
      High demand and premium valuations for tech companies listed in India compared to developed markets.
      Indian investors are willing to pay a premium for domestic tech firms.
      Tax benefits in the long run, despite the initial tax burden of reverse flipping, as profits would be taxed in India instead of being repatriated from overseas.
      The primary motivations are to tap into the lucrative Indian IPO market, achieve operational synergies, ease regulatory compliance, and benefit from higher valuations and long-term tax advantages by shifting their domicile to India.

    • @electrifiedcommunity2000
      @electrifiedcommunity2000 Před 17 dny

      Because to avoid any potential actions by regulator.. Even Phonepe did the same so every licenses and approvals could be easily obtained due to their domicile status.

  • @jiteshvaswani2956
    @jiteshvaswani2956 Před 23 dny +3

    I would still prefer my local kiarana store as we have trust on them and they are just near the colony, as coming from a offlline bussiness family i would support to local shops, blinkit and everything can be used rarely

  • @hitanshshah1797
    @hitanshshah1797 Před 21 dnem

    Your business case study researches are just mind blowing and really really commendable. I just love your content

  • @pronoymukherjee7734
    @pronoymukherjee7734 Před 16 dny

    Amazing job explaining things. Absolutely love it.

  • @rohitjacob5649
    @rohitjacob5649 Před 23 dny +6

    Great insights as usual, but the editor deserves a raise after this video.

  • @PoojaSoni-hf6xi
    @PoojaSoni-hf6xi Před 21 dnem +3

    Hey ganesh…. I would like to understand how do you start your case study…. I want to use this for my work profile

  • @harshasarangi455
    @harshasarangi455 Před 20 dny +1

    Nothing remains complex when you explain brother. N I'm medico, so I don't even know what I'm doing on this channel but its all so interesting that I'm hooked.
    Moreover, once in a while, I do get a video that every adult in the country should watch since they are supposed to vote, like the one you did where you explained differences in freebies
    Keep up the good work

  • @sumirtyagi2319
    @sumirtyagi2319 Před 22 dny

    Very well explained, your research and presentation of this case was sublime. 100/100 for such efforts. Keep educating us. Thanks. ❤

  • @harshvardhansingh396
    @harshvardhansingh396 Před 23 dny +3

    Amazing content as always!!! I am a huge fan of how you present the topics supprted by strong facts and numbers.
    I have a request - can you cover the rise of Dark Web in India and how its being used actively in Politics today. Thank you! Keep rocking!

  • @shruts2k
    @shruts2k Před 23 dny +4

    A few observations .. India one is more like US where convenience is more important and consumption is more on luxury. Mexico is more like India 2 which supplies workers. Also what the optimum number of SKUs these companies carry. Giant retailers like Costco have reduced the number of SKUs and seen an increase in profits. Where as Walmart has increased SKUs to manage better top line ? Which strategy works better in India ?

    • @chantsforlife6939
      @chantsforlife6939 Před 23 dny

      Both will work.
      India one can be further divided in premium India one(1%) - which will look for costco style....
      Rest in India one will be in Walmart style

    • @Madrid_-xe6kr
      @Madrid_-xe6kr Před 21 dnem

      India 1 is not US. US is much much richer than India 1. US is 4-5 times richer than India 1. India 1 is 15K$ per person at 100MN people while US is 60K$ per person with staggering 340MN people. India 1 is actually more like Mexico. India 1 can definitely pay more for delivery convenience for grocery and own an iphone but so can Mexico. But can users of India 1 pay 5-10% more for Rs 20K product to get it delivered in 10 minutes. (Short answer: No, so price insensitivity is limited). 15K$ is strictly middle class income in a middle income country. FYI- US top 1% alone has 45 TN$ of wealth by themselves. (12 times India 2024 GDP). All bullish on India but US is a different league. There was news that we doubled our operational airports to ~200 airports in last 10 years. US has 15000 operational airports vs 200 in India. Open the results of any big MNC and compare their revenue split from North America and rest of the world. It is a humbling experience of how much more ahead US is in terms of economy.

  • @gurpreetpanesar395
    @gurpreetpanesar395 Před 20 dny

    Thanks Ganeshan ... Coming back to basics where you are absolutely unique

  • @akashbansal6216
    @akashbansal6216 Před 23 dny +1

    Thanks think school team for this amazing comprehensive case study and finally after a very long time we got something apart from politics ...
    Love you guys ...

  • @AYUSH-zf7hf
    @AYUSH-zf7hf Před 23 dny +4

    That what we talking about!!!! That's why he(think school) is the goatttttt!!!!

  • @namanjain3201
    @namanjain3201 Před 23 dny +4

    king of business case studies

  • @ajaysahrawat4786
    @ajaysahrawat4786 Před 22 dny

    Awesome Ganesh. THANKS for an amazing work!!!!!

  • @kushalbhandari9840
    @kushalbhandari9840 Před 22 dny

    One of the most insightful case study! Great effort.

  • @1nOnlySB
    @1nOnlySB Před 23 dny +3

    12:30 - that is why Kunal Shah (Cred) focused only on India 1

  • @raginidhanashri8043
    @raginidhanashri8043 Před 23 dny +5

    Dude, I am just 16 years old and have interest in business.
    And by seeing ur videos I want to start my business after my education 😁

  • @alok3009
    @alok3009 Před 22 dny

    Appreciate the efforts put in making the video, it looked like a lot if effort went into making it

  • @kunaldubey3270
    @kunaldubey3270 Před 23 dny

    Bhaiya ! I am so overwhelmed the way you explain things and also your team is doing outstanding job. You should start teaching subjects like financial and strategic management, costing of ca Course ❤

  • @pranav_kute
    @pranav_kute Před 23 dny +4

    Why is Amazon not providing 10-20min instant delivery options?

    • @sushanthshenoy4248
      @sushanthshenoy4248 Před 23 dny

      Amazon's logistics is optimised for 1 day delivery, not for 10 mins delivery

  • @prasvasu4217
    @prasvasu4217 Před 23 dny +3

    Ganesh, can you bring Ruchir Sharma on the podcast?
    1. He's always been a very sharp analyst in the US;
    2. He's now starting to do podcasts; he has the $$$ incentive to stay neutral (and at least tries to, everyone has biases)
    3. He has the depth of knowledge to critique all parties and policies;
    4. He can speak about India from an international investor standpoints
    5. He can critique your critique (your own report cards, on how BJP fared economically, states faring economically, (investment into infrastructure), black/white paper etc.
    6. There is a lot of scope for information exchange (You have reports and data that could add perspective into the conversation)...
    I feel the possibility of a very rich exchange there.

  • @zagbrefranckserylionel1456

    I really missed your documentary, looks like a blockbuster to me, keep it up with the good job.

  • @checkmeout1947
    @checkmeout1947 Před 18 dny

    I can't agree more! I can clearly see as a customer of blinkit it's a game changer! For smaller items to get in 8-10 mins is mind boggling, where amazon delivery time is min 24 hrs! This race is just brilliant and exciting to watch!

  • @yugamshah7533
    @yugamshah7533 Před 23 dny +6

    India 1 ( customer )orders on Blinkit, India 2 ( store manager )processes and manages the order, India 3 ( delivery guy )delivers the order.

  • @iXpress
    @iXpress Před 23 dny +5

    Blinkit - don't become Woke
    or else be Broke.... take care

  • @bhaveshgupta5006
    @bhaveshgupta5006 Před 23 dny

    Wonderful case study, with great insights. love to learn about the process you undertake in collating such details

  • @jeniksoni9944
    @jeniksoni9944 Před 16 dny

    Bro your research is so easy and understandable. With very well presented. Great

  • @Homeland661
    @Homeland661 Před 23 dny +13

    Under Modi Ji, Indian Companies are dominating the positions of Global Western Gaints.
    Power of Modi Ji 🙏💪🚩🚩

    • @NightRanger-en8ix
      @NightRanger-en8ix Před 23 dny +2

      Bruhh

    • @NerdCentral_
      @NerdCentral_ Před 23 dny +1

      😂😂😂

    • @minecraftbhau3802
      @minecraftbhau3802 Před 23 dny

      You should have said that under this govt they are getting incentives for doing business nothing more

    • @user-SkmBeats
      @user-SkmBeats Před 20 dny

      @@minecraftbhau3802 isnt that what the role of govt is? if they are doing 100% of their role, dont they deserved to be given credit. i think u guys take all this capitalism of modi for granted, when u will see the redtapism communism socialism of congress, u guys will run away from india that day.. so sad even after so much knowledge after watching so many buisness vidoes and political videos, u still cant accept or credit bjp its due for making the country, meaning u still think congress can give something which is completely false.. this hope or blind assumption, that theres somebody better than bjp in development, can ruin india,, these 5yrs if u give chance to congress just for the sake of it, they will destroy india so much, u will not even come to vote next election, u will simply leave india, bcuz the threshold limit to destruction of a country wud have been passed due to congress disastoruous economic policies,,, they even rejected UPI, just think that for a min in ur head.... so sad u guys still cannot be 100% trust on bjp

  • @2minuteslaw562
    @2minuteslaw562 Před 23 dny +2

    Hi spokesperson of BJP

    • @iXpress
      @iXpress Před 23 dny +11

      Hi, Pappu Pidi 😂

    • @introvert_
      @introvert_ Před 23 dny +3

      Hi!! Mr Pappu from India 3, did you understand anything or not, or just politics in your head😅😂😂

    • @NerdCentral_
      @NerdCentral_ Před 23 dny

      @@introvert_That’s so egotistical

    • @introvert_
      @introvert_ Před 23 dny +1

      @@NerdCentral_ I know But See how that person speaks

  • @saurabhkesharwani6143
    @saurabhkesharwani6143 Před 22 dny +1

    Extensive research, good presentation! 👌🏼

  • @SanchitMehta-ep5wr
    @SanchitMehta-ep5wr Před 20 dny

    Great Content Man!
    Gave a very large understanding and expands our scope of thinking

  • @atharvdixit7147
    @atharvdixit7147 Před 20 dny

    Simply best detailed analysis. Excellent work by Think School

  • @SudhirNayak007
    @SudhirNayak007 Před 23 dny

    Thank you. Appreciate all the hard work.

  • @jaiarora3044
    @jaiarora3044 Před 23 dny

    This is sheer brilliance Ganesh. You should keep a data of stock value changes post your videos. I feel it would be very useful 5 years later.

  • @kushmalhotra7309
    @kushmalhotra7309 Před 22 dny

    Thanks a Lot Ganesh and your Team for providing such a valuable insights about Quick Commerce Industry 🙌