After breakneck expansion, quick commerce players Blinkit and Instamart are expected to show moderated growth in the January–March quarter. Analysts say the shift comes as firms move from pure expansion toward margin improvement and profitability, tempering growth metrics while strengthening financial discipline. The reset signals a new phase for the category’s competitive playbook.
JioHotstar has rolled out signal led commerce advertising, aiming to reach high intent audiences by using purchase signals rather than only viewing behaviour. Quick commerce platform Instamart is the first partner, connecting content discovery to rapid buying during the IPL season, and betting that intent driven targeting will convert faster.
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