Its also sort of amazing that the quarterly retention stabilises at 40%, obv this can be gamed to a certain degree by pushing discounts for users who haven't transacted in a quarter but its nonetheless amazing that 40% users are still coming back every quarter - for most of India commerce it is much less.
> Obv I am sure the power users would be contributing to most of gmv but the current split of new to old users mix of revenue would be very skewed towards old users since they are able to make these retention number work.
now that the holy trinity is soon going to be complete (Blinkit, Swiggy and soon zepto)
it was really fun reading @ZeptoNow ipo filing
here are some things I found to be interesting
3/ QCom accounts for ~10% of GCPL (says TCPL in the chart; typo), Brittannia and Dabur sales! The more premium your SKU mix the higher the percentage likely.