Express Logistics in Motion: Market Update & Outlook

India’s express logistics market is transforming at an unprecedented pace. With shipment volumes projected to grow at a staggering 19-23% CAGR, reaching up to 29 billion shipments by FY 2030, businesses must evolve to keep up. The express logistics market growth will be underpinned by unprecedented demand, rising e-commerce penetration, and hyperlocal delivery trends which […]
Delivering the future: How New-Age Logistics is Transforming Brand Success

India’s retail market is projected to reach $1.5 trillion by FY29 and $2.4 trillion by FY34, driven by the rapid expansion of branded and organized retail. Branded retail alone is expected to surpass $1 trillion within a decade, fueled by increasing multi-channel consumption across metros and Tier 2+ cities. E-commerce will play a crucial role, […]
India’s Retail Transformation: Why 3PLs Are Crucial to the Brand Boom

India’s retail landscape is shifting from a brand-deficient market to a thriving branded economy. In our last article, Transforming Retail & Logistics Needs in India | Redseer, we discussed how branded retail is projected to surpass $1 trillion in scale within the next decade. In this article, we shall focus on the second part and […]
India’s Retail Transformation and Evolving Logistics Needs of Brands

India is rewriting the retail and consumption playbook as the fastest-growing major economy in the world. It is on track to become the third-largest consumer economy globally. Redseer’s upcoming report on the evolving logistics needs of new-age brands highlights the retail market’s promising trajectory, projecting it to reach approximately $1.5 trillion by FY29 and $2.4 […]
Unlocking Growth in India’s Fragmented Trucking Sector

India’s trucking sector is witnessing an ongoing evolution, characterized by the adoption of digital transformation alongside significant infrastructure development. This shift reflects the industry’s responsiveness to changing demands and technological advancements. As a vital component of the country’s logistics ecosystem, trucking not only fuels economic growth but also serves as the backbone of trade, agriculture, […]
Capturing the Growth Potential in India’s 3PL Market

With over 6.4 billion shipments handled in FY24 across retail, food, and grocery sectors, India’s Third-Party Logistics (3PL) market is navigating unprecedented demand. The rise in e-commerce, quick commerce, and food delivery has not only accelerated the need for efficient logistics but has also opened vast growth potential for specialized delivery needs. The Rise of […]
The Role of Digital B2B in Streamlining India’s Retail Supply Chain

India’s retail landscape is undergoing a transformative shift, driven by the surge in private consumption and the growing digital adoption across sectors. At the forefront of this transformation is the digital B2B (eB2B) model, which is playing a crucial role in streamlining the country’s fragmented and traditionally inefficient retail supply chain. In a report jointly […]
The Rise of eB2B Platforms: Powering the Next Wave of Retail Transformation

The retail landscape in Bengaluru and Hyderabad is experiencing a profound shift as digital transformation reshapes the operational fabric of kirana stores. With India’s retail market anticipated to reach USD 1450-1550 billion by 2028, the integration of digital technologies is becoming a game-changer. Redseer’s latest study commissioned with udaan underscores how eB2B platforms, are pivotal […]
$90 billion+ opportunity in Multicategory eB2B

General trade currently drives >90% of the ~USD 950 Bn Indian Retail market and it is largely fragmented in nature. The challenges of slow delivery service, inconsistent product quality, pricing opacity, lack of credit, and even frequent stockouts continue to affect procurement through traditional channels, rendering the process both expensive and cumbersome. The influx of […]
Outlook: Logistics in India by 2030

Building upon the insights from our previous newsletter, we continue our exploration into India’s e-commerce and logistics sectors. The landscape is evolving at a remarkable pace, offering a tapestry of opportunities and challenges for businesses and service providers alike. In our earlier edition, we had dived into how the growth of D2C brands are fueling […]
Logistics needs of Indian D2C

Dive into the heart of India’s burgeoning Direct-to-Consumer (D2C) market poised to hit a staggering US$ 30-35 billion GMV with up to 3 billion shipments by 2027. Redseer Strategy Consultants unveils the critical role of third-party logistics providers (3PLs) in this growth story. Gain valuable insights gathered from 60+ emerging D2C brands in India, decoding […]
Evolving eB2B Landscape in India: Multicategory – The Winning Model

India’s ~USD 950 Bn retail market is largely unorganized, with general trade driving ~83% of the overall market. The share of general trade is even higher in the grocery market driving >90% of the market. The general trade market in India is highly fragmented and chaotic, wherein retailers face multiple challenges while procuring from traditional […]
eB2B: Real Winners To Emerge Now

Pandemic driven eCommerce boom led to emergence of eB2B players, who were quick to pick on the shift in consumer purchase and attract investors, helping scale eB2B market to ~$1.2 Bn in MENAP. eB2B sector is witnessing consolidation as players look to balance focus on scale, profitability and enhance capabilities. It is important that players […]
B2B Trucking – An Interview with Eric Dharma, Group president at Waresix

Globally there have been cautionary headwinds for the ad market as a whole, but Southeast Asia has significant headroom to grow due to its low maturity compared to other countries in the region. The market is noticing a shift of advertising spend from offline to online channels, and e-commerce ads in particular, due to higher reach […]
Galvanized by eCommerce, Logistics Sector is Scaling New Heights!

The ecommerce logistics sector grew on the back of technology and innovation, to enable e-retail boom in India.
SEA eB2B Landscape

The eB2B landscape in SEA countries of Indonesia, Vietnam and Philippines offers strong growth prospects with ~40% or higher CAGR during 2021-26. The inherent inefficiencies in the traditional supply chains make eB2B an attractive business proposition. It addresses stockouts, product variety, financing options and other pain points for retailers. Similarly, they help brands with increasing […]
Digital First Players Revolutionizing The Manufacturing Space

Revolutionizing the supply chain from manufacturing to end users, digital-first players (tech-led) are bringing a slew of new and exciting propositions to the table. There is no denying that the supply value chain can be chock-full of complexities, often involving multiple processes. But it seems that new-age players, powered by technology, are here to save […]
eB2B: A $100 Bn Opportunity and The Face of Future Retail

Undoubtedly, India’s eCommerce landscape is one of the fastest growing in the world. But within this sector, there is a more nascent, unexplored segment of the online marketplace that carries huge profitability potential: we’re talking about the eB2B space. Lets take a deep dive into India’s eB2B segment and the potential that lies ahead. 1. […]
ASEAN eCommerce and Logistics: Rising to Deliver – Part 5

Parcel volumes have witnessed growth in 2021, while the revenue per parcel has maintained a downtrend
ASEAN eCommerce and Logistics: Rising to Deliver – Part 3

ASEAN eLogistics has seen massive growth, accounting for a multi-billion dollar industry in 2019 – we forecast 30-35% CAGR for the next 3-5 year horizon
Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | Part 2

eB2B however witnessed a moderate growth of 10% in order volumes and 4-5% rise in Average Order Value. Frequency of orders/retailer increased due to lockdown measures – as Warungs are unable to visit their offline wholesalers to procure products.
Indonesia eB2B – Reviving the “Warungs” in a Post COVID World | Part 1

“Warungs” are local mom and pop stores. ~70% of the sales of warungs come from FMCG category (without fresh). Within FMCG, cigarettes account for >50% of the sales. Generally, warung sales are driven by low ATV impulse purchases of “on the go” items like RTD beverages, instant snacks and cigarettes.
Money on the Platter for e-b2b

Brands across categories are facing challenges in their existing distribution network owing to fragmentation
User perspective on eB2B platforms

eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven significantly strong awareness for their offerings, via both organic and inorganic approaches. And this has led to a high share of ‘willing to use’ users as well, which […]
Uber of warehousing to drive omnichannel

By Sandeep Ganediwalla
Unlocking the Indian eB2B retail opportunity

Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2019 Despite the current economic slowdown and our expected normalized real GDP forecast of 6 to 7%, we expect the private consumption expenditure to […]
Vietnam eLogistics: Dissecting Demand Drivers

1. Vietnam SMEs are still early into their online retail journey; social commerce is their typical starting point Published on: Oct 2019 A significant share of SMEs started selling online very recently, with HCMC SMEs are slightly more mature in their online journey Most SMEs make their online foray via social commerce, however formal marketplaces […]
Decoding eLogistics landscape in Indonesia

eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the growth of formal e-tail (55% y-o-y in 2019), logistics likely to expand rapidly as well In-house logistics will grow but a massive opportunity for 3PLs still present Scaling up in-house logistics including affiliate players (e.g. […]
Indonesia B2B Trucking: At crossroads?

Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country Published On: Sep 2019 Supply of trucks is significantly fragmented with low utilization rates Fragmented B2B trucking market provides a clear opportunity for tech-driven aggregators Low utilization rates- with up to 80% empty backhauls- solvable […]
E-Tailing’s changing category mix and future of lodging

Despite slowing growth of mobiles category, e-tailing firmly on track to grow 32% in 2019 and reach USD ~82 Bn by 2022 Published on: Sep 2019 2019 to see the slowest growth in online mobiles sales in the last five years Despite the slowdown in mobiles, e-tailing to continue its rapid growth trajectory owing to […]
Massive Opportunity In Digitizing B2B Procurement In Indonesia

Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group – this is the easiest segment to operate in owing to the nature of goods. Resellers at multiple levels of the value chain buy products – for e.g. […]
3PL Benchmark Assessment

Buy Full Report Over the last decade with the internet boom taking place and more e-commerce and e-tail services coming up, the role of Third Party Logistics(3PL) has become really important. In the present times, more than 86% of the Fortune 500 companies use these services. A study was carried out in order to understand […]
State of E-logistics in India

India retail banking is poised for disruption as neobanks look to revolutionise personal banking experience.
Demand- Supply Gap in China Dairy Industry

Diary is a very essential everyday consumable throughout the world. Dairy is a business established for the harvesting or processing of animal milk, mostly cows, buffaloes or goats, but also from sheep or camels for human consumption. It supplies milk to industries which make milk products. A dairy is typically located on a dairy farm […]