Archive · 27 Dec 2025
DMart Expands Stores for Long-Term Growth
DMart, a big store in India, is opening lots of new stores to grow.
This means they won't make much money in the short term, but it's good for the future.
They sell their own brands that are cheaper than famous ones.
While many people use apps for fast deliveries, DMart thinks physical stores will still be important.
In the digital world, JioMart and Blinkit are growing fast, while most other big shopping apps saw fewer users.
Meesho, another app, has a huge user base of 169.8 million.
DMart is expanding aggressively with 15-20% annual growth, delaying short-term cash flow.
The company has visibility for 2,200 stores, keeping near-term free cash flow negative or minimal.
DMart is expanding private-label brands priced 40-50% lower than famous brands.
Quick commerce apps are expected to account for less than 20% of urban consumption by 2035.
JioMart and Blinkit saw the highest increase in weekly active users, while Meesho grew to 169.8 million users.
- Who
- DMart, JioMart, Blinkit, Meesho
- What
- DMart's store expansion strategy and weekly active user growth of shopping apps
- When
- Week ending December 8
- Where
- India
- Why
- To drive long-term cash flow and compete with other players
- Company
- DMart
- Expansion Plan
- 15-20% annually
- Store Visibility
- 2,200 stores
- Private-Label Pricing
- 40-50% lower than famous brands
- Quick Commerce Market Share
- Less than 20% by 2035
- Highest Weekly Active Users
- JioMart and Blinkit
- Meesho User Base
- 169.8 million
