India’s festive economy is gearing up for its most decisive growth run yet. With repo rate cuts, rising rural affluence, and urban optimism, consumer sentiment is at a multi-year high. Add to that the acceleration of e-commerce is setting the stage is set for a blockbuster festive season.
- ₹1.15 lakh crore+ GMV expected this festive season through e-commerce, growing 20–25% YoY, nearly double last year’s pace
- Quick commerce is projected to surge at 150% YoY, becoming the new impulse and convenience driver
- Value commerce is projected to grow at 40-50% YoY, capturing the price-sensitive Bharat consumer
- Balanced growth wave across metros and tier 2+ cities, with different fast-growing e-commerce formats catering to distinct city segments
But behind the headlines lies a more nuanced story: a possible two-wave demand curve due to GST reforms, evolving category playbooks across fashion, electronics, and appliances, and shifting consumer expectations on value, loyalty, and festive experiences.
What this report covers
- Category-wise growth drivers and festive outlook
- Role of e-commerce, quick commerce, and value commerce in shaping demand
- Consumer behaviour shifts across Tier 1 vs. Bharat markets
- Strategic implications for brands, platforms, and investors
- Redseer perspectives on how to capture share in India’s most competitive festive season
Why does this report matter
If you are an investor, platform leader, or brand CXO, this report offers a decision-ready view of India’s festive opportunity—with actionable insights on where growth will come from, what risks to prepare for, and how to win disproportionate share in 2025.
