Insights

Research on how Indians consume. We track companies, categories, and trends shaping the market.

5Q
Quick Commerce · Duopoly Analysis
70 / 30
Five quarters in, Blinkit and
Instamart are diverging fast
Datum Intelligence · May 2026
Quick Commerce

Two Clocks, One Category: Blinkit and Instamart Over Five Quarters

Blinkit doubled MTU, added 942 dark stores, and crossed EBITDA breakeven. Instamart added 122 stores and traded volume for basket size. The duopoly is now two different businesses.

May 2026
Data Platform

Country reports, company profiles, and quick commerce data in one dashboard

Explore the Platform →
99%
Quick Commerce · FMCG
99%
Two brands control nearly
all popcorn sales on Blinkit
Datum Intelligence · Jan 2026
Quick Commerce

Popcorn on Blinkit Is a Two-Brand Game

4700BC and Act II own nearly all sales. No room for anyone else.

January 2026
18%
Quick Commerce · Blinkit
18%
of brands drive 80%
of Blinkit's total sales
Datum Intelligence · Jan 2026
Quick Commerce

18% of Brands Control 80% of Blinkit's Sales

Concentration on quick commerce is extreme. Handful of brands capture almost everything.

January 2026
+22%
Company Deep Dive · Retail
+22%
Titan EyeCare posts robust
start to FY26
Datum Intelligence · Aug 2024
Company Deep Dive

Titan EyeCare Starts Strong in FY26

Double-digit growth drives their optical retail expansion across the country.

August 2024
-8%
Company Deep Dive · Retail
-8%
Store expansion slows as
DMart pivots to efficiency
Datum Intelligence · Jul 2024
Company Deep Dive

DMart Slowing Store Growth, Pushing Profits Instead

Management is tightening operations and improving unit economics over new openings.

July 2024
-5%
Company Deep Dive · Food Tech
-5%
Food delivery growth slows
as the market matures
Datum Intelligence · Jun 2024
Company Deep Dive

Food Delivery Is Slowing Down for Zomato

Market growth is cooling as it matures. The real question is what comes next.

June 2024
34%
Quick Commerce · Food Trends
34%
of Blinkit's noodle sales are
now Korean brands
Datum Intelligence · May 2024
Quick Commerce

Korean Noodles Are Taking Over Blinkit

34% of noodle sales are Korean brands now. Tier-2 cities moving faster than metros.

May 2024
4.3L
Category Analysis · Beverages
4.3L
Cr litres consumed annually
as India's drinking patterns shift
Datum Intelligence · 2024
Category Analysis

How India Drinks: Shifting Patterns and Premiumization

Consumption changing by state, age, and income. More expensive brands winning.

2024
16%
Category Analysis · Financial Services
16%
Bank credit growth remains
robust despite macro headwinds
Datum Intelligence · 2024
Category Analysis

India's Bank Credit Growth Powered by Retail

Consumers and small businesses are borrowing. Big companies aren't.

2024
3x
Category Analysis · FMCG
3x
India's protein market has tripled
in three years
Datum Intelligence · 2024
Category Analysis

India's Protein Market Just Tripled

Health-conscious consumers are driving one of the fastest FMCG growth stories. Whey, plant-based, all categories winning.

2024