The Festive Season Grows on Volume, and Crosses ₹1,50,000 Crore

India’s festive season is expected to grow 25 to 29 per cent in 2026. Every point of that growth comes from more orders rather than bigger ones.

A study by Datum Intelligence

Cover of the Datum Intelligence 2026 Festive Outlook
₹1.50L Cr
The floor of the 2026 forecast, against ₹1,20,000 crore in 2025. The range runs to ₹1,55,000 crore.
25 to 29%
Growth on the year, holding the pace 2025 set when it reversed a three-year slowdown.
$17.0B
The season in dollars at the low end of the range, rising to $17.6 billion at the top.

Source: Datum Festive Barometer Study 2026.

What the Report Covers

The Season Is Getting Bigger Without the Basket Getting Bigger

Twelve years of history, and what changes when a season adds ₹30,000 crore without adding to the average basket.

The festive season has grown every year since 2014, and 2025 reversed a three-year slowdown at 25 per cent. 2026 is expected to hold that pace. What makes the year unusual is the composition: more households buying, buying more often, at a smaller average basket.

Added to the season in 2026, and all of it carried by extra orders
₹30,000 Cr

That changes what a good festive plan looks like. A season that grows on volume rewards availability, delivery capacity and assortment depth. A season that grows on price rewards discount depth. This season is the first kind.

The window moves too. Diwali falls on 8 November against 20 October last year, so the season opens sixteen days later and runs three days longer.

Quick commerce is built as a layer on top of the categories it sits inside, so it can be read either way without double counting.

Twelve years of festive online GMV

Big Billion Days and Great Indian Festival window, ₹ crore. 2024 and 2025 restated August 2026.

Source: Datum Festive Barometer Study 2026. Festive 2014 was a single day and window lengths differ by year, so the early years are not comparable with the recent ones.

Sentiment and capacity both turned before the season opened

Three readings from outside Datum’s own data, all taken before the window opens.

+3.3
Net urban household sentiment on non-essential spending in July, more than double the previous peak and the highest reading in twenty-two survey rounds.
322mn
Parcels moved by Delhivery in the June quarter. Shadowfax moved 198 million, up 95 per cent on the year.
15 to 20%
Expected rise in seasonal hiring across the sectors that staff the festive window.

Sources: RBI Consumer Confidence Survey, July 2026 round; company disclosures; TeamLease. Compiled in the Datum Festive Barometer Study 2026.

Key Findings

Where the Growth Comes From

Four findings Datum publishes ahead of the season. The category mix, platform preference and the consumer survey sit in the full report.

The season is expected to cross ₹1,50,000 crore

Twelve straight years of growth, and the 2026 range holds the pace 2025 set when it reversed a three-year slowdown. Two independent builds, a shopper build and a category build, land inside the same range.

All of the growth comes from more orders

More households are expected to buy, and to buy more often, while the average basket falls. A season that grows on volume behaves differently from one that grows on price: it rewards being in stock and on time over being cheapest on the day.

The window opens sixteen days later and runs three days longer

Diwali falls on 8 November against 20 October last year, and the window runs 31 days against 28. That pushes the season into a different pay cycle and spreads it over more days. Neither platform has announced its dates, so the opening the report carries is a Datum estimate.

The basket is moving from phones to everyday goods

Households are spreading the same money across more, smaller orders, buying groceries and home goods where they once bought a phone. The category mix behind that shift, and the quick commerce layer inside it, are set out in full in the report.

Half of India’s online shoppers now research with an AI tool, and the brands they hear about are being recommended in conversations no analytics package reports.
Datum Festive Barometer 2026 Fourth edition. Eight categories and the quick commerce layer, read against a consumer survey and a linked forecasting model.

Key Highlight

Half of India’s Online Shoppers Already Research Purchases with AI

Asked which of six research tools they had used in the past three months, only four per cent of shoppers used none. AI chatbots came first, ahead of comparison sites, price trackers and forums.

Tools used to research an online purchase

Per cent of online shoppers, past three months, multi-select. Teal marks the two AI tools.

AI chatbots51%
Marketplace AI assistants49%
Comparison websites37%
Voice assistants35%
Price trackers33%
Reddit and other forums27%

Source: Datum Consumer Survey, June 2026, n=6,218 online shoppers.

Adoption peaks where the money is. Sixty per cent of 35 to 44 year olds research with chatbots and 61 per cent with marketplace assistants, against 42 and 38 among 18 to 24 year olds.

Women run ahead of men on every tool on the list, 54 per cent against 48 on chatbots and 52 against 46 on marketplace assistants. The gender pages in the report find the same gap, in the same direction, at about the same size.

Geography barely registers. Adoption runs 53, 49 and 50 per cent across the three city tiers, so nothing separates a metro shopper from a tier three one here. AI research is already a national habit.

Rufus, Sahay and the general chatbots now sit between the shopper and the marketplace. A brand that reads well to a language model is being recommended in conversations that no analytics package currently reports.

How We Do It

Methodology

Four steps: secondary research, primary collection, statistical modelling and validation against the market.

1

Secondary research

Existing Datum market data, company filings and disclosures, industry reports, trade associations, and government and regulator data including RBI, NPCI and RAI.

2

Custom survey and scraping

The Festive Barometer survey of 2,000 online adults, read against the 2025 wave, and the India Online Shopper Survey of 6,218 online shoppers fielded in June 2026. Plus ecosystem interviews and quick commerce scraping.

3

Modelling and forecasting

A linked workbook with a scenario switch, built two independent ways. A shopper build of buyers, frequency and basket, checked against a category build, with twenty-five reconciliation tests between them.

4

Model validation

Reviewed with people who run the operations the forecast describes, then checked against published platform disclosures and payments data. Every figure ties back to a named sheet and cell.

The festive window runs from the opening of Big Billion Days and the Great Indian Festival to Diwali, both dates inclusive. In 2025 it ran 23 September to 20 October, twenty-eight days. On a 9 October opening, the 2026 window runs thirty-one days to Diwali on 8 November.

GMV is gross merchandise value, before returns and cancellations. Dollar figures convert at ₹88, the rate the festive model uses. Every quick commerce rupee already sits inside the online retail total.

Source: Datum Festive Barometer Study 2026, definitions.

Read the full methodology →

Talk to us about the 2026 edition

Book a session with the Datum team and we will take you through the full Festive Barometer: the category mix, platform preference, the quick commerce layer, the consumer survey, and the model behind every figure. Bring your questions and we will answer them against the data.

Talk to us

What to Do About It

Four Changes to Your 2026 Plan

Drawn from the planning checklist in the report.

01

Plan on order count

The forecast grows on order count, so the binding constraint is units shipped. Size packing, fulfilment and last mile against orders.

02

Move peak staffing later

The window opens sixteen days later and runs three days longer. A peak plan built on last year’s dates lands early and thins out before Diwali.

03

Read quick commerce on its own

Ten minute delivery sits inside several categories at once. Counting it once, in its own line, is what keeps category shares honest.

04

State the window with the number

Window lengths differ by year. A total quoted without its window will not compare cleanly with last year’s.

Report Scope

What You’ll Find Inside

01Market sizing and the 2026 forecast
02Category mix, and where it is moving
03Platform preference and purchase intent
04The quick commerce layer
05The shape of the sale window
06Consumer survey: intent, financing and discovery
07The decision unit inside the household
08Definitions, sources and methodology

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