Why is this a Quick Commerce category and not e-commerce or offline-first?
What’s the right to exist for a vertical player - why won’t horizontal platforms win here?
Does this category demand a unique buying experience?
And finally - how do the unit economics scale to a large outcome?
In this episode of Interstellar, Rahul Chowdhri and Mayank Jain unpack India’s Vertical Quick Commerce opportunity, breaking it down across Fashion, Baby & Kids, and Beauty using this framework.
Reach Mayank Jain:
X: https://x.com/jainmayank_943
LinkedIn: https://www.linkedin.com/in/mayankjain943/
Reach Rahul Chowdhri:
X: https://x.com/rchowdhri
LinkedIn: https://www.linkedin.com/in/rahulchowdhri/
In this episode, we cover:
(00:00): Coming Up
(01:21): Introduction
(02:03): Framework to evaluate Vertical Quick Commerce
(02:45): Is this a Quick Commerce category?
(03:56): Why will horizontal platforms not win?
(05:03): Will the economics work out?
(06:11): Does the category demand a unique buying experience?
(08:05): Fashion category deep dive (need for quick commerce)
(09:17): Value proposition for Fashion Quick Commerce over E-commerce
(11:02): Trade-offs between Quick Commerce & E-commerce
(14:33): At home try-and-buy experience
(16:07): How will economics work?
(19:24): Competing against Myntra
(21:27): Building a GenZ-focused fashion quick commerce
(23:40): Areas founders should focus on
(26:55): Baby & Kids category deep dive (need for quick commerce)
(30:01): Why not offline for Kids apparel?
(31:57): Competing against Firstcry
(33:23): Private label economics in apparel
(35:36): Customer spend & market expansion
(36:30): Why not horizontals for Kids consumables?
(37:53): Beauty category deep dive (need for quick commerce)
(40:59): Differentiated buying experience in beauty
(41:31): Economics in beauty category
(42:42): Frequency of buying in beauty category
(43:37): Conclusion & other promising categories
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