Datum Intelligence

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[Datum Intelligence @DatumIntel_IN]

The newsletter on Indian consumer-internet business models. Every weekday.

https://t.co/nUGLY642vT

[Bismah Malik @bismahmalik]

🚨Zepto is pulling back discounts, raising free delivery threshold, testing loyalty customer programmes in a bid to increase it’s average order value which has been lowest in the industry compared to Blinkit and Instamart.

This reset as per sources is a decision taken after some leading mutual funds in Indu turned down Zeptos ask for funds at a valuation of $5-7 Bn.

Zepto unleashed a discounts war in quick commerce industry late last year following Walmarts Every Day Low Prices philosophy with free deliveries, no surge fees and discounts as low as 20-22% of product MRPs.

But Zepto leadership is rethinking the entire model and is has now transferred the discounts , cash backs , free delivery thresholds to it’s club membership programme for Rs 99 a month in a bid to shoot up margins

[Chandra R. Srikanth @chandrarsrikant]

FSSAI raids: Restaurants, quick commerce firms brace for tougher food safety checks

According to several industry stakeholders Moneycontrol spoke with, the heightened scrutiny is prompting restaurants and quick-commerce companies to revisit food-safety processes, supplier checks and documentation. Operators are also looking at more frequent internal and third-party audits to identify gaps before regulators do.

By @AryamanGupta_

https://t.co/NLWZ0RLt1g

[Ajay Rotti @ajayrotti]

Just gave a soundbite. This doesnt come as a surprise to me. I had been talking about HFIs and the Q1 FY27 results by companies!

The biggest highlight for me is GFCF at 11.9% growth. Highest in 13 quarters. GFCF is the economy wide measure of fixed investment and includes government as well as private-sector investment. This number seems to indicate broadening of the investment cycle and private sector investments!

We have heard complaints about weak private sector capex for several quarters. This data suggests that may be changing. This is the highlight for me. Since 7.8% is almost in line and doesnt surpise me😊

[Pranav Mukul @pranavmukul]

🚨🚨Exclusive: Zomato is shutting down its customer support centre in Hyderabad, resulting in around 250 employees losing their jobs, sources said.

The food delivery company is consolidating its in-house customer support operations at its Gurugram HQ @ETtech

[Dwarkesh Patel @dwarkesh_sp]

Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes.

This culminated in the third one taking over part of OpenAI itself.

All this happened while humans remained more-or-less in the dark about the scope of the conspiracy.

I’ve spent the last three days reading through these reports and trying to understand exactly what happened.

Here is my attempt to tell the whole story in plain English:

https://t.co/Nb2un9oNJR

[Bloomberg @business]

Drugmakers were expecting big things when generic Ozempic hit Indian pharmacies. It didn’t happen. https://t.co/wP0OwBdSXO

[Chandra R. Srikanth @chandrarsrikant]

Delhivery hikes shipping charges as much as 10% for D2C brands ahead of festive season

The move comes shortly after Moneycontrol reported that e-commerce majors Amazon and Flipkart had raised seller fees, with the former revising cancellation and closing charges and the latter introducing penalties for certain seller cancellations and dispatch delays.

By @AryamanGupta_

https://t.co/zY2D6uf4ek

[Aditya Kalra @adityakalra]

BREAKING: India's front-of-pack warning label proposal will be in form of RED hexagonal shape for products high in two of nutrients - salt, sugar, fat

[Datum Intelligence @DatumIntel_IN]

Marketers prioritizing transparency lead the shift to independent mobile partners https://t.co/vtP1cYASf5

[Manish Singh @refsrc]

Flipkart Minutes now runs more dark stores than Swiggy Instamart in the top 10 cities, CLSA says

[Vinod Chendhil @vinodchendhil]

Got an email from a large Qcom player for making to make few exclusive skus for them.

Should we go for it?

P.s: This is not a pvt label, just an exclusive sku.

[Datum Intelligence @DatumIntel_IN]

Transparency can become advertising’s new moat https://t.co/QHczTJdLk8

[Datum Intelligence @DatumIntel_IN]

Shoppers are expected to spend $8 billion this year after AI agents such as Anthropic's Claude and Gemini direct them to retail sites, according to Juniper Research. AI services generated 41% higher revenue ⁠per visit than shoppers arriving through traditional channels.

[Datum Intelligence @DatumIntel_IN]

Retailers tap AI shopping traffic but fight to keep customer data https://t.co/qwu1z4Nfd0

[Datum Intelligence @DatumIntel_IN]

Retailers tap AI shopping traffic but fight to keep customer data https://t.co/qwu1z4Nfd0

[Harsh Upadhyay @upadhyay_harsh1]

Urban Company sues Kent RO over ads on water purifiers

Delhi HC ordered Kent RO to remove the ads and social media posts within 15 days.

Separately, Kent has filed a patent infringement case against Urban Company over its Native purifiers. The case remains pending.

[Datum Intelligence @DatumIntel_IN]

63.9% of advertisers moved mobile budget out of the walled gardens last year. 1.2% moved it back.

The answer is transparency: 90.4% say they need to see the full supply path, where the ad ran and what it cost, before choosing a partner.

Full report
https://t.co/5h5RD40aH0

[Datum Intelligence @DatumIntel_IN]

How India's quick-commerce race is shifting from network speed to financial optionality.
Read more
https://t.co/lMuHH3sDr8

[Datum Intelligence @DatumIntel_IN]

Bad Bot Traffic by Industry

[Datum Intelligence @DatumIntel_IN]

UPI is scaling through higher transaction frequency.
India’s UPI ecosystem continued to expand in July 2026, with transaction volumes growing faster than transaction value.

[Datum Intelligence @DatumIntel_IN]

This may be due to the impact of Blinkit. Amazon looks like the one taking a hit, with Prime customers shifting their buying to quick commerce. Expect this to change next quarter, when Amazon Now should help bring some of those users back.

[Manish Singh @refsrc]

Year-over-year growth in average monthly active users across India's e-commerce apps. On this metric, Amazon hasn't grown in a long time.