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Blinkit’s performance in Zomato’s Q2 results has piqued investor interest in quick commerce. Is the profit-over-expansion model sustainable?

Complaints about instant delivery of spoiled food items are everywhere. It all comes down to the nature of dark-store operations and the fact that no one cares.
Investors eager to ride India’s quick-commerce boom are already losing confidence in Swiggy. A Rs 7,300* crore war chest and little urgency, its restraint is starting to hurt.
The quick-commerce platform’s surge pricing, despite dropping its 10-minute delivery promise, means customers may be paying for riders who did not show up.