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India’s Internet Economy Shifts From Growth to Customer Economics

India’s Internet Economy Shifts From Growth to Customer Economics
The new playbook for India’s internet economy · financialexpress.com

Internet companies used to focus mainly on getting more customers and selling more products.

Now they are trying to earn more from each customer relationship.

A shopping app might also sell advertisements, memberships, and products from outside sellers.

Fast delivery companies could use their warehouses and delivery workers for many kinds of purchases.

The article says discounts can attract shoppers but may not make them return often.

Indian platforms could use information about searches and purchases to make advertising more useful.

Artificial intelligence could improve recommendations, inventory, customer service, and delivery routes.

Robots, self-driving vehicles, and drones might eventually reduce delivery costs.

The main goal is changing from selling more items to making each customer relationship more profitable.

Key facts

Core shift
From maximizing GMV to maximizing the economics of each customer relationship.
Amazon rapid delivery
Its rapid-delivery offering grew around 80%, according to the article.
Alibaba quick commerce
China quick-commerce revenue grew 45% and accounts for around 20% of group revenue.
Walmart profitability
Comparable sales grew 2.6%, while profit increased around 10% before tariffs.
Advertising growth
Walmart’s global advertising revenue grew 38%, Amazon’s advertising business grew 26%, and Instacart’s ad revenue rose 16%.
AI shopping impact
Amazon says Alexa for Shopping users spend over 40% more per order.
Potential Indian platforms
Blinkit, Nykaa, Meesho, Instamart, and FirstCry are identified as potential commerce-media platforms.

Sources

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