DMart迅速扩大商店,推迟利润率,因为它在迅速增长的商业活动中推动了低成本品牌和实体零售。
DMart expands stores rapidly, delaying profitability as it boosts low-cost brands and physical retail amid growing quick commerce.
根据CLSA India Weekender报告, DMart公司正在迅速扩张,旨在每年增加15-20%的商店,短期内,尽管有长期增长目标,但自由现金流将保持负值。
DMart is expanding rapidly, aiming to add 15-20% more stores annually, which will keep free cash flow negative in the short term despite long-term growth goals, according to the CLSA India Weekender report.
零售商计划多达2,200个商店,并正在推动廉价的私人标签品牌,其价格比国家品牌低40-50%。
The retailer plans up to 2,200 stores and is boosting low-cost private-label brands priced 40-50% below national brands.
虽然如JioMart和Blinkit等快速商务应用程序在12月下旬的用户增长强劲,但预计到2035年,数字交付量将占城市杂货消费的不到20%,支持对实物零售的持续需求。
While quick commerce apps like JioMart and Blinkit saw strong user growth in late December, digital delivery is projected to make up less than 20% of urban grocery consumption by 2035, supporting continued demand for physical retail.
Zomato和Swigging主宰食品供应,而Blinkit、Zepto和Swigging Instamart则在快速商业中竞争。
Zomato and Swiggy dominate food delivery, while Blinkit, Zepto, and Swiggy Instamart compete in quick commerce.