2026年初,亚马逊和菲利浦卡特(Flipkart)提升了折扣以挑战Blinkit和Zepto,引发了印度快速商业部门的价格战。
In early 2026, Amazon and Flipkart boosted discounts to challenge Blinkit and Zepto, sparking a price war in India’s quick commerce sector.
2026年初,印度快速的商务部门看到亚马逊和菲利普卡特(Flipkart)增加了折扣,挑战Blinkit、Zepto和Swiging的Instamart等领导人。
In early 2026, India’s quick commerce sector saw intensified price competition as Amazon and Flipkart increased discounts to challenge leaders Blinkit, Zepto, and Swiggy’s Instamart.
1月,全平台折扣升至55%,亚马逊·诺的折扣升至57%,与Zepto的水平相当。
Platform-wide discounts rose to 55% in January, with Amazon Now’s discounts jumping to 57%, matching Zepto’s levels.
布林基特(Blinkit)尽管是市场领导者,却在失去股权后削减主要城市的交货费,而“依赖”的JioMart则迅速扩张,有800家黑暗商店和160万份每日订单。
Blinkit, despite being market leader, cut delivery fees in major cities after losing share, while Reliance’s JioMart expanded rapidly with 800 dark stores and 1.6 million daily orders.
工业来源引证了使用金融实力和跨平台整合推动客户采购的深价公司,价格仍然是试验和重复使用的首要因素。
Industry sources cite deep-pocketed players using financial strength and cross-platform integration to drive customer acquisition, with price remaining the primary factor for trial and repeat use.
高管们形容这种环境“非理性”,引发了对利润率可持续性的担忧,因为像Swiggy和Eternal这样的公司拥有大量现金储备,但面临保卫市场份额的压力。
Executives describe the environment as “irrational,” raising concerns over margin sustainability, as firms like Swiggy and Eternal hold large cash reserves but face pressure to defend market share.