E-tailing horizontals vs verticals and Flipkart’s furniture success

Flipkart has grown to capture 41% of online furniture market share

Published on: Sep 2019

Hyperlocal e-grocery- Market growing at triple digits, with sector specialists continuing leadership

• Despite aggressive moves by horizontals, their hyperlocal grocery businesses have made a limited dent in the market
• As verticals continue to thrive basis their core value proposition of large assortment, express delivery, and subscriptions (which enables Higher AOV and order frequency)

SEA perspectives- Vertical e-tailers in Indonesia using omnichannel to compete vs horizontals and also expand online penetration

• A slew of e-tailers in beauty and fashion has been taking the omnichannel route by launching offline stores
• Likely to create a dent in expanding the low online penetration and also expanding the currently low share of verticals in this category

Foodtech in India- Average AOVs falling for aggregators driven by single-serve affordable meals

• This shift is driven by flat priced meals and affordable single-serve meals (priced INR 80-150), as their business contribution is increasing