ChannelsQuick commerce (10-minute delivery)E-commerce marketplaces Live and social commerce hypermarket supermarket Convenience stores Kirana and general trade Cash and carry / wholesale Department stores D2C brands OmnichannelRetailersReliance Retail DMart Blinkit Zepto Swiggy Instamart Flipkart Nykaa Tata Croma Alibaba/Taobao JD.com Pinduoduo Meituan Sam's Club China Hema Shopee Lazada Tokopedia Grab Central Group CP All / 7-Eleven Thailand Seven & i FamilyMart Aeon Rakuten Coupang Emart Walmart Costco IKEA Uniqlo Decathlon Avenue Supermarts Trent with Westside and Zudio V-Mart Vishal Mega Mart Shoppers Stop Titan Metro Brands BigBasket JioMart Amazon India Meesho Yonghui Superstores Sun Art with RT-Mart Miniso Pop Mart Douyin e-commerce Xiaohongshu Dingdong Maicai Vipshop TikTok Shop Indonesia Tokopedia Bukalapak Alfamart Indomaret Big C Lotus's Robinsons Retail SM Retail Puregold WinMart Bach Hoa Xanh Lawson Pan Pacific International with Don Quijote Ryohin Keikaku with Muji Fast Retailing Lotte Shopping Homeplus Musinsa Olive Young with CJ Olive Young Pharmacy and beauty chains Electronics and appliance chains: Croma, Reliance Digital, Suning, YamOperationsDark stores and micro-fulfilment Inventory and assortment Shrinkage and loss Store staffing and wages POS and checkout UPI QR e-wallets BNPL Cold chain and fresh Private label Warehouse automation and robotics Demand forecasting and dynamic pricing SKU counts and assortment depth in quick commerce Fresh wastage and shrink in fresh categories Retail media networks and on platform advertising ERP, WMS and inventory systems Rider fleet management and routing Store labour scheduling Energy costs and refrigeration Franchise economics and royalty structuresConsumerSingles Day 11.11 Diwali 6.6 Ramadan Price sensitivity and downtrading Loyalty programmes Tier-2 and tier-3 growth Rural retail Premiumisation Quick commerce substitution of the kirana and the convenience store Basket size and order frequency by format Cash on delivery decline and prepaid adoption Return rates by category Vernacular and voice commerce Gen Z and the shift to social discovery Subscription and membership models Rural and tier three delivery economics Private label acceptance Trust, reviews and counterfeit anxietyPropertyMall development High street rents Store openings and closures Format experiments Footfall trends Retail REITs and institutional ownership Anchor tenant deals and revenue share leases Mall vacancy and rental trends by city Sale and leaseback transactions High street versus mall shift Dark store property demand and residential objections Airport and transit retail Warehouse and logistics property rentsNewsCompanies and resultsQuarterly results calendar and what to watch in each Indian consumer tech Korean and Japanese retail Funding rounds and valuations Mergers and acquisitions Unit economics and the path to profitability in quick commerce Governance, audit qualifications and related party transactions Layoffs, restructuring and market exits Founder and leadership changesSupply chain and sourcingYiwu Guangzhou Shenzhen Tiruppur Ludhiana Ho Chi Minh City Bandung Shein Temu TikTok Shop AliExpress Import duties, de minimis thresholds and customs clearance Warehousing, 3PL and fulfilment networks Last mile delivery and rider fleets Cold chain and fresh logistics Returns and reverse logistics Packaging rules and plastic regulation Counterfeits and brand protection Port congestion and freight cost pass through

11.11

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