Value Grocery – Unlocking India Next 100 Mn Shoppers
Online grocery has turned into a race against the clock. Dark stores on every corner, delivery riders weaving through traffic, and brands expanding their footprint app by app. But the next 100 million grocery shoppers don’t live where those dark stores are, and they aren’t paying up for a faster delivery. They sit in tier two and beyond. They already […]
Redseer helped a Global Beverage Company Unlock Profitability in India’s Organised Retail
Executive Summary India’s organized retail and quick-commerce channels have become an increasingly important marketing route for beverage brands. The terms of trade negotiated with a small set of dominant retail groups can affect brand profitability. A leading global beverage company engaged Redseer to benchmark their organized channel profitability against category and cross-category competitors. Redseer also […]
The Online Grocery Report 2026: The Five-Way Win and What Comes Next
EXECUTIVE SUMMARY In the UAE, Saudi Arabi and Egypt, the online grocery market has stopped being a single-winner race. In the last few years, online grocery has grown to ~$7.6 Bn in gross demand across the region, but offline grocery has only continued to expand instead of shrinking. While online grocery accounts for only ~6% […]
Redseer Gig Internet Workforce Report: 2026
Executive Summary: India’s consumer internet economy has transformed how hundreds of millions buy, travel, and access services – and behind it sits a workforce built on a different premise than a traditional job. India’s Gig Internet Workforce has grown to over 6 million monthly active workers and is on track to nearly triple to ~17-21 […]
The $150 Billion Family Wallet Children Influence
The most powerful consumer in the GCC often does not hold the card. Families across the UAE and Saudi Arabia spend more than $70 Bn every year directly on children, across education, childcare, food, clothing, healthcare, toys, travel, camps, and entertainment, and that figure is only the part of the wallet that carries a child’s […]
Redseer Enabled a Global Investment Firm to Assess India’s Quick Commerce Market
Executive Summary A leading global investment firm engaged Redseer to conduct a comprehensive study of India’s Quick Commerce ecosystem. The engagement included evaluation of its long-term market potential, user growth trajectories, and the sector’s evolution from a grocery-centric model to a diversified multi-category retail platform. It also examined the scalability of the model across city […]
SEA Food Consumption: Where the Meal Earns the Bill
Food choices in Southeast Asia are becoming more deliberate at the meal level. Consumers are still willing to spend, but the underlying reason must be clear. Larger portions, better ingredients, family treats, special occasions, reliable quality, and faster service are the cues that justify a higher bill. For food brands, the test is the […]
UAE Online Grocery: Dark Stores Have the Momentum. Retailers Still Have the Market.
Currently, the consensus amongst investors on GCC online grocery is that dark stores will win while Omnichannel players will struggle in the new digital landscape. This is understandable as dark stores have indeed been gaining share over omnichannel over the last few years – their share of UAE online grocery has gone from 25% to […]
State of India’s Food Services Market
India’s ~$90 Bn food services market is growing steadily and projected to reach ~$150 Bn by 2030, led by organised players growing at a 17-18% CAGR. Within that growth, online food delivery is pulling ahead fastest, with its share of the market set to move from 11% today to 18% by 2030P, growing at 20-22% […]
The Bharat Unlock: India’s Next Grocery Growth Engine Lies Beyond Quick Commerce
Executive Summary India’s next retail opportunity is unlikely to be unlocked by delivering faster; it will be unlocked by serving differently. While Quick Commerce continues to redefine convenience for urban consumers, a far larger opportunity is quietly emerging across Bharat. By FY30, over 150 million Bharat households are expected to account for more than $1 […]
Rebuilding the Restaurant P&L: Reimagining Southeast Asian F&B
For years, Southeast Asia’s F&B growth was driven by rapid outlet expansion and rising consumer demand. Today, with markets evolving and rising costs/ competition, operators are rethinking how they grow. Leading brands are now focusing on strategies that improve margins, strengthen customer relationships, and enhance store productivity. In this edition, we explore five levers […]
How we helped a leading investment firm evaluate a quick commerce deal
Executive Summary A prominent investment firm hired Redseer to conduct a commercial due diligence on an emerging premium quick commerce platform. This was during a time when the quick commerce market was focusing on speed and price. Meanwhile, a thin niche market was starting to develop around quality, curation, and sustainable packaging. The investor needed […]
Quick Commerce: Winning SEA through Categories, Channels and Occasions
At ~USD 6 Bn today, Southeast Asia’s Quick Commerce (QC) market is smaller than those in India, the Middle East, the US, and China. Yet the foundations for rapid growth are firmly in place: dense urban catchments, mobile-first consumers, cost-efficient delivery networks, and high-frequency, low-basket-value purchasing behaviour. Three models are competing to define the market: […]
Value Grocery Commerce: The Bharat Unlock
“Bharat’s Next Consumption Wave Won’t Be Won on Speed. It Will Be Won on Value.” While the industry remains captivated by the rapid rise of quick commerce, a larger opportunity is quietly emerging beyond India’s metros. The next phase of online retail growth will not come from delivering groceries in ten minutes. It will come […]
We enabled a leading e-commerce player with decision-grade intelligence on India’s online grocery market
Executive Summary A leading Indian e-commerce player engaged Redseer for a competitive intelligence study of the quick commerce and e-grocery ecosystem, against a market mid-transition from scheduled grocery delivery to on-demand quick commerce. The client lacked an operator-grade, evidence-based read on where the contest is actually being decided, who genuinely competes for the same demand, […]
The QC Playbook: How India’s Fastest Growing Channel is Rewriting Packaged F&B Strategy
India is witnessing one of the biggest shifts in food and beverage consumption. For example, more than 20% of batter sales now come from quick commerce channels that barely existed at scale three years ago. The short shelf life of the batter category, a $400 million market, has always been dependent on frequent top-ups. But […]
The Two-Hour Window: How Quick Delivery is Reshaping KSA’s Beauty Market
There’s a quiet but consequential shift happening in how Saudi consumers buy beauty products. It doesn’t show up loudly in headline GMV numbers, but it’s reshaping which brands win, which platforms matter, and what “being available” actually means in 2025. Quick delivery — defined as delivery within two hours- now accounts for clearly more than […]
KSA Food Delivery: Free Delivery Isn’t Free
Saudi food delivery has built genuine value for consumers, restaurants, riders, platforms, and the Kingdom. 2025 tested that balance. The next phase is now about making the growth more sustainable. Access the Executive Summary in Arabic Over the past few years, Saudi Arabia’s food delivery sector has grown from a convenience layer into critical digital […]
KSA Food Delivery: What Comes Next After the Subsidy War
Saudi Arabia’s food delivery market has grown into a genuine digital infrastructure. With SAR 24 Bn in GBV in 2025, over 13 million yearly active users, and more than 100,000 active riders, it now accounts for nearly 20% of total foodservice spend and is growing at roughly three times the rate of non-oil GDP. But […]
Redseer enabled a leading Indian fashion marketplace to harden seller experience as a strategic moat
Executive Summary A leading Indian online fashion marketplace engaged Redseer to harden seller experience as a strategic moat across lifestyle categories with a deliberate focus on the torso seller segment spanning D2C brands, regional brands, and unbranded sellers. Legacy seller-experience frameworks, built around head brands, do not apply uniformly to the middle and end cohort; […]
Speed in Metro, Scale in Bharat: India’s $80 Bn Online Retail Story
India’s online retail market has reached ~$80 Bn in FY26, growing at 21% year-on-year. The three structural shifts defining this growth are: The online market from one platform, all consumer cohorts have been shifting to narrower cohort-specific channels catering to distinct consumer needs. Quick Commerce serves urban India’s demand for speed and immediacy. Value Commerce […]
36% Growth. Falling Profits. Compressed Valuations. What Changed in KSA Food Delivery in 2025?
KSA food delivery had its biggest growth year on record in 2025. The market scaled to a level that would have looked optimistic even two years ago, and consumer engagement hit new highs. And yet, sector profitability went the other way. Platform valuations compressed. Restaurants, especially independents, ended the year in a tighter spot than […]
Impact of the Gulf Conflict on UAE Consumer Economy
A Redseer Strategy Consultants Briefing | April 2026 Six to eight weeks into the conflict in the Gulf region, the data tells a story most observers have missed. This is not a broad consumer collapse – it is a sharp bifurcation. Tourist spending has fallen 46% while UAE residents’ spending per capita has declined less […]
Quick Commerce vs Kiranas vs Hypermarkets, who will win the Indian Grocery Market?
The market isn’t being disrupted. It’s being segmented. India’s grocery narrative has been dominated by the rise of Quick Commerce, with a widespread belief that it will displace Kiranas. The data suggests otherwise. Rather than replacement, the market is evolving into distinct demand layers driven by customer cohorts, basket sizes, and unit economics. Mass India […]
UAE Tourism Under the Gulf Conflict: What Four Past Shocks Tell Us About the Road Back
Two weeks ago, we wrote about the UAE population shock and what the recovery actually looks like (full article here). This week, we turn to tourism, the UAE sector with the sharpest near-term hit in the current conflict setup, and also the one with the clearest historical reference set for how recoveries work. We looked […]
The Private Label Playbook is Moving from Retail Shelves to Dark Stores
In May 2024, we published The Power Shift: From Brand to Retailer, exploring how GCC grocery retailers were building private labels into margin engines. Since then, the numbers have moved further. Private labels now make up more than 25% of sales for the region’s large grocery chains, including Lulu, Spinneys, and Carrefour. The question now […]
UAE Population Shock: What the Recovery Actually Looks Like
In March 2026, the UAE’s expatriate population dropped by approximately ~12%. Not a gradual drift. A sharp single-month shock. The question now is not whether the UAE recovers. It always has. The question is how each part of the economy moves through the recovery, and at what speed. Redseer estimates a full population recovery over […]
Inside discount retail: Winning on thin margins
Discount retail has reshaped the developed markets in Europe, particularly for essential, high-frequency FMCG and grocery products. This model is now gaining popularity in Southeast Asia as well, where players like Dali and O! Save have seen store counts grow from 1 in 2020 to 888 by the end of 2024 and 0 in 2020 […]
How Devaluation Forced Egypt’s Online Fashion Market to Go Local. And Win.
Egypt’s online fashion market recovered to above $800M+ by 2025, surpassing pre-devaluation levels. Most observers stopped at that headline. The more important number sits underneath it. Redseer estimates that locally sourced products accounted for roughly one-third of Egypt’s online fashion market in 2023. By 2025, that share had grown to approximately half. In two years, […]
Trolley’s IPO on Boursa Kuwait: Building the Market Case for Gulf Convenience Retail
Executive Summary Trolley General Trading Company, Kuwait’s leading convenience retailer, partnered with Redseer Strategy Consultants ahead of its listing on the Premier Market of Boursa Kuwait. Redseer delivered primary market research, competitive benchmarking, and IPO narrative support across both of Trolley’s core markets, Kuwait and Saudi Arabia. The work addressed three specific challenges: building credible […]
Kuwait’s Convenience Retail Moment: What Trolley’s IPO Says About Where Gulf Retail Is Heading
A FAST-GROWING CHANNEL THAT MOST INVESTORS HAD NOT MAPPED Trolley was listed on the Premier Market of Boursa Kuwait on 25 March 2026. Redseer was the market consultant on the transaction. Ask most institutional investors to describe Kuwait’s grocery retail market, and they will point to the cooperative sector. COOPs hold 42 to 47% of […]
What Does the Current Geopolitical Situation Mean for the UAE Consumer Economy?
The UAE has seen external shocks before, but they do not all play out in the same way. Some hit confidence first, some hit spending power, and some change how people move and shop almost overnight. The right way to read the current moment is not to assume one broad outcome for the whole economy. […]
Dark Stores Can Be Profitable. GCC Is Where It Happens First.
Dark store profitability in GCC is emerging earlier than in many global markets as quick commerce players benefit from dense urban populations, strong consumer demand, and efficient delivery economics. This analysis explores the factors enabling sustainable dark store operations and why the GCC region is leading the path to profitability in quick commerce.
UAE Ramadan 2026: Steady mood, sharper channel choices, and community-led influence
UAE Ramadan 2026 reflects a steady consumer mood with more deliberate shopping behavior. As the festive season approaches, shoppers are becoming more selective about where and how they buy, with clearer channel preferences and stronger influence from community and social networks shaping purchase decisions.
Saudi Q-com Regulations: Ending the Subsidy Era?
Saudi Q-com regulations are bringing an end to subsidy-driven growth, forcing quick commerce players to rethink pricing, unit economics, and sustainability.
Quick Commerce Finds Its New Normal with Scale, Mix, and Momentum
The start of a new year is usually when demand cools, excess capacity shows up, and reality sets in. January 2026, however, is telling a different story for Quick Commerce. Rather than resetting to pre-festive levels, the category has held on to OND-scale demand more strongly than in previous years, signalling that what looked seasonal […]
Three Consumer Shifts Shaping MENA’s Demand Landscape in 2025
An analysis of the key consumer shifts in MENA 2025, highlighting evolving behaviors, convenience trends and factors reshaping regional demand patterns.
Why India’s Mass Grocery still leans on Kirana Stores
This report explores why Kirana Stores continue to dominate India’s mass grocery market, driven by accessibility, trust and deep local reach.
Saudi Events: Ready for the Next Leap
Explore the Saudi events market and uncover the trends, growth drivers and opportunities shaping the future of events and entertainment in Saudi Arabia.
The Dark Store Blind Spot: The part of quick commerce growth that the topline doesn’t show
Uncover the dark store blind spot in quick commerce growth and understand the hidden operational challenges behind topline expansion.
Christmas Vs New Year’s Eve 2025: Redefined Value Creation Across India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
2026 and Beyond: The Next Exit Cycle for MENA’s Digital Leaders
MENA Digital Exits 2026 explores the upcoming trends, opportunities and strategies for digital-first companies navigating the region’s evolving exit landscape.
Christmas 2025: What a Festive Day Reveals About India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
Value Retail: The Quiet Force Reshaping MENA’s Consumer Economy
Value retail has re-emerged as a central driver for MENA retail consumption. After a period where convenience, variety, and speed dominated purchasing choices, affordability has returned to the top of the hierarchy, reinforcing a structural shift in how demand is evolving across categories. Value has re-emerged as a leading decision driver for MENA consumers Our […]
Ready-to-Eat Brands Are Leaving 85% of Addressable Consumers on the Table
Despite a large potential consumer base, most Indians rarely consume ready-to-eat foods. Explore the adoption gaps and growth opportunities.
Redseer helps an e-commerce enabler double down and rise as a full-stack leader.
Redseer guided a leading Indonesian e-commerce enabler to become a full-stack platform, integrating logistics, SaaS and financing to strengthen partnerships with top brands.
Redseer advised Meesho on its IPO journey: know what we did and how we did it.
Meesho partnered with Redseer to evaluate India’s fast-evolving retail and e-commerce landscape ahead of its IPO journey. The study outlines the structural shifts driving India e-commerce growth, the rise of value-focused models, and Meesho’s role in expanding digital adoption, improving affordability, and reshaping consumer behavior across categories. The analysis highlights market potential, long-term growth drivers and Meesho’s industry positioning.
Redseer Enables the Regional E-commerce Leader to achieve Competitive Differentiation via Logistics Partnership
Executive Summary A top-three regional e-commerce platform partnered with Redseer to evaluate logistics as a sustainable competitive advantage amid margin pressure from promotional intensity. Through primary research across six Southeast Asian markets, we analyzed 30+ logistics providers to identify capability gaps and partnership opportunities. The engagement resulted in a minority stake acquisition of a regional […]
Culture-powered Commerce: Impact of Festivals on the Indian Economy
India’s growth story cannot be understood through macroeconomics alone. Traditional and “created” festivals – of which India celebrates over 300 around the year – mobilize millions of households, MSMEs, artisans, gig workers, and brands in cyclical bursts of economic activity. Spanning consumption peaks, local commerce, credit flow, philanthropy, and cultural continuity, India’s festive rhythm has […]
Unlocking the Next Wave of MENA E-commerce Growth
Summary: MENA’s digital economy has driven 20% of consumption growth over the past five years while accounting for 10% of consumption expenditure. Online retail is a key pillar within the digital economy that has been powering this, and our region is home to a uniquely democratic online retail market, where no single player truly dominates. […]
Quick Commerce, Quicker Decisions: Is your Brand Strategy Future-ready?
Summary: Quick commerce has become India’s fastest-growing retail format, reaching 33 million monthly users across 150+ cities. By 2030, it will command 10% of branded retail sales. Brands can capture this opportunity through hyperlocal assortments, premium bundling, strategic promotions, and targeted visibility. Read on to learn how quick commerce platforms help brands triple their growth. Introduction – The Rise of Quick […]
Saudi Quick Commerce -Market Stabilizing in Q3’25
The Saudi Quick Commerce Market showed signs of cooling down for the first time in Q3, driven by summer seasonality and the waning impact of discounts, with basket values dropping below those of last year. Despite these headwinds, leading players have continued to innovate by scaling new verticals and forging strategic partnerships in search of […]
The Two-Horse Race: Is Bigger Better for Online Food Delivery?
India’s online food delivery market is at a turning point. While overall Gross Order Value (GOV) growth remains stable, a dramatic change in the underlying mix is occurring. The contribution of Average Order Value (AOV) to GOV growth has steadily increased from just ~10% in FY23 to nearly 50% in FY26 (YTD). Meanwhile, growth from […]
KSA and UAE Tourism – A $250+ Bn Opportunity by 2030
Tourism has always been part of the Gulf story, but now it has moved from being a support act to one of the main characters. Both Saudi Arabia and the UAE have tied their economic futures to the success of this sector, putting tourism right at the center of their national transformation plans. This is […]
E-commerce Festive Sale Trends: 1st leg (11 day) closes at INR 60K to 62K Crore, up by 20% to 22%
India’s e-commerce festive season kicked off with a bang. The first 11 days of the 2025 sales event clocked a massive more than INR 60K Cr. GMV, which is nearly 3.5 times the business-as-usual (BAU) levels. This marked a 20%-22% year-on-year surge – almost double the pace of Festive 2024, which grew at just ~12%. With this momentum, the […]
Festive 2025: Day0+Day1 Ecommerce Sales Surge 25% with GST Boost, demand led by Smartphones and TVs
22nd September marked more than just the start of Navratri; it signalled a turning point for India’s festive e-commerce story. First 2 days sales surged by 23-25% year-on-year, marking a four-to-fivefold jump in growth over last year’s muted start. The twin forces of GST 2.0 reforms and festive sentiment powered a wave of premium smartphone […]
Winning the Quick-Commerce Decade: Playbook for Brand Success
Quick-Commerce (QC) is no longer a side channel; it’s becoming the frontline of consumer demand, and brands cannot afford to ignore this channel. By 2030, nearly 10% of branded spend will flow through QC. For consumer brands, this isn’t just another distribution avenue; it’s the fastest-growing channel to influence buying behavior, shape consumption habits, and […]
GCC Q-commerce: Expansion & Consolidation
The GCC food aggregator market has grown from $3 billion in 2019 to $14 billion in 2025, and is expected to reach $26 billion by 2030. Growth was driven primarily by increased consumer spending, rather than user growth, with new use cases emerging. Quick grocery added a new leg to this market’s growth, with expansion […]
Festive Season 2025: What to Expect? What to Action?
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. But behind the headlines lies a more […]
From awareness to loyalty: Indonesia to power SEA’s USD 1.2 Bn protein market by 2030
Have you heard your friends talk about protein powder lately? Maybe it’s post-gym chat or someone casually mentioning hitting their macros. Protein supplements are no longer just for bodybuilders. In Indonesia, they’re entering everyday conversations as people seek healthier, more active lifestyles. But in a market that’s still early in its journey, brands face unique […]
Bali To Bangkok: Travel Pulse SEA
With 138 million international tourists projected in 2025, Southeast Asia (SEA) has not only recovered from the pandemic’s lows, but it’s also entering a new growth phase. Occupancy rates tell a compelling story: In Q1 2025, regional hotels reported an average occupancy of ~69%, a 9% YoY surge. And with summer peaks hitting 77–80%, high-season […]
Beyond Food & Grocery: Super App Path in KSA
The KSA market is evolving rapidly, driven by a large, tech-savvy population that actively engages with multiple online services across commerce, finance, and entertainment. Demand for super apps (platforms that consolidate multiple high-frequency services), is rising quickly. Several Q-commerce platforms, fintech solutions, and digital marketplaces are well-positioned to lead this shift, thanks to their large […]
Talabat’s strategic decisions shaped by Redseer strategy consulting
Executive Summary Talabat, a market-leading food delivery platform, partnered with Redseer Strategy Consultants and OC&C Strategy Consultants to develop a compelling IPO narrative backed by robust market intelligence. Through comprehensive market sizing, competitive benchmarking, and customer insights and advisory, our consortium enabled Talabat to articulate a differentiated growth story across core Gulf markets. This resulted […]
Cross-border players grow, but trade shifts local
The GCC has long been a stronghold for cross-border e-commerce. Over the past few years, that momentum only grew stronger with the likes of Shein, Trendyol, and Temu doubling down on the region. But 2024 brought a surprising twist: Cross-border trade volumes declined, even as these players continued to perform well. So, what’s really going […]
Lenskart’s key business decisions informed by Redseer strategy consulting
Executive Summary Lenskart engaged Redseer, India’s leading strategy consulting firm, to support its IPO through a comprehensive multi-market study. Redseer delivered a comprehensive industry analysis that built cross‑country market sizing models to capture both the current baseline and future trajectory of demand, benchmarked competing operating models, and surfaced the strategic levers that position large, vertically […]
Guiding one of the largest digital-first food services companies in their multi-brand growth strategy
Executive Summary One of the largest digital-first food services companies engaged Redseer, India’s leading strategy consulting firm, to highlight the growing preference for outside food consumption among consumers and to analyse the advantages of the cloud-kitchen-based model for its DRHP filing for IPO. The Strategic Imperative Highlight the growing formalisation in India’s food services market through […]
Quick Commerce: India’s Retail Darling or Profit Mirage
Executive Summary What’s failed in other countries is scaling in India. India’s quick commerce (Q-commerce) has rapidly scaled into a $10B+ GMV market with 30M+ monthly users, becoming the fastest-growing retail format in the country. But beyond speed and convenience, Q-commerce is now shaping product discovery, brand building, and digital experimentation for both legacy and […]
GCC Food Aggregator: Regional Consolidation in Motion
The GCC food delivery space is moving toward consolidation as scale becomes critical in an increasingly competitive and fragmented market. Jahez’s acquisition of Qatar-based Snoonu marks a strategic step in that direction. Qatar’s food aggregator market, valued at $1.2 Bn, accounts for 10% of the GCC total. Snoonu has already scaled in Qatar and is […]
Jahez Acquires Snoonu — Regional Consolidation in Motion
The GCC food delivery space is moving toward consolidation as scale becomes critical in an increasingly competitive and fragmented market. Jahez’s acquisition of Qatar-based Snoonu marks a strategic step in that direction. Qatar’s food aggregator market, valued at USD 1 Bn, accounts for 10% of the GCC total. Talabat leads the market with a GMV […]
Scaling Quick Commerce Beyond Metros: A Strategic Reassessment
Quick-commerce’s sustained, explosive rise in India is well established. The sector continues to grow at ~150% year-on-year during the first 5 months of this calendar year, driven by dark store footprint expansion, selection growth, category diversification, and fierce competition – all contributing to the provision of an affordable & wide product assortment to consumers at […]
SEA’s USD 121 Bn food-service resurgence: lessons from regional leaders
Southeast Asia’s restaurant industry has bounced back from a 23% slump in 2020 to a USD 121 bn market in 2024, with outlet counts in Thailand, Malaysia, Indonesia, Vietnam, the Philippines, and Singapore now matching or surpassing 2019 levels. Four proven growth models are driving this resurgence: mass market formats that attract high volumes with […]
Fashion Forward: Winning in India’s fast-growth Apparel Market
As global apparel markets plateau, with projected CAGRs of under or around 5% in Japan, Europe, the US, and China, India stands apart. The country’s apparel sector is forecast to grow at a rapid 10–12% CAGR from 2024 to 2030, making it one of the fastest-growing large-scale markets globally. India is ready – structurally and […]
India’s leading e-commerce players’ growth execution strengthened by strategy consulting
Executive Summary A leading e-commerce player engaged Redseer Strategy Consultants to take a closer look at its digital ads business and see how it can grow its digital ads revenues by deriving learnings from the competition’s ad business models. Through detailed analysis of customer journeys, ad placements, seller feedback, and competitor strategies, Redseer helped build a […]
BigBasket’s business growth enabled by Redseer Consulting
Executive Summary One of India’s leading online grocery platforms engaged Redseer to understand why a large chunk of digitally savvy consumers were still not shopping on its platform in 2020, despite the COVID-19 ramp-up. While these users were active online, they weren’t converting into grocery buyers. Using a mix of data-driven research and customer profiling, […]
The Hidden Giant: KSA’s SAR 83 Billion B2B Wholesale Market Opportunity
1. Wholesalers form the backbone of KSA’s traditional value chain… Saudi Arabia’s traditional FMCG and HoReCa value chain runs through a five-tier structure, where wholesalers play a vital intermediary role connecting brands and distributors to the fragmented base of retailers and restaurants. Starting with manufacturers and brand-linked distributors, the chain flows into independent wholesalers who […]
3MQ Report: Macro, Models and Market Quotient 2025
The 3MQ Report 2025, Macro, Models, Markets Quotient, is a detailed report that clearly answers key questions from investors and founders: Where is growth headed? How can we prepare for it? The report was released after an exclusive launch in Mumbai. It talks about the key factors that will shape India’s goal of becoming a […]
Quick Retail Surges: Ninja Leads in KSA, Talabat and Noon Share the Lead in UAE
The GCC Q-commerce landscape is experiencing a fundamental transformation as platforms evolve beyond their food delivery origins into comprehensive retail ecosystems. While Quick Retail has emerged as a significant growth driver, the competitive dynamics remain highly fluid. This evolution presents both unprecedented opportunities and intense competitive challenges, with market leadership positions shifting frequently as new […]
E-commerce Redefined: Call for Brands to Adapt their Strategies
What started-off as an online service to order books and get them delivered at the doorstep in a few days, India’s e-commerce landscape has seen significant evolution in terms of product categories, assortment spread, discovery approach, delivery speed, and logistics – all focused towards catering more effectively to the diverse needs & preferences of a […]
KSA Food Aggregators Leap Ahead in Growth Journey
Food delivery has become a crucial part of the KSA economy, with 1 out of 5 meal orders now delivered online through aggregators. Platforms such as Hungerstation and Jahez established the model and helped build consumer habits. Now, emerging players like Keeta are trying to maximize value for consumers through differentiated offerings. These platforms are […]
Quick Commerce in SEA: How Early Movers Are Building the Next $35B Giants
Inside Indonesia’s $8Bn BPC Market | Redseer Glow Economy
Q-Commerce 2.0: Why Quick Retail is the New Norm- Quick Retail to be a bigger opportunity than Food delivery
Quick delivery may have started as a niche, but it’s quickly becoming the norm. Food was the first category to go quickly, and it worked. UAE consumers embraced the ease of ordering meals from home, fueling the rise of unicorns like Talabat and strong, fast-scaling players like Noon and Careem (the region’s “Rhinos”). Then came groceries. […]
The Diamond Disruption: What’s Fueling India’s Next $1B Consumer Category
Conscious consumerism is ‘in’ in luxury markets. Statement pieces on the Met Gala red carpet are coming not from a mine, but from a lab. Lab-grown diamonds (LGDs) are the fastest-growing segment in the global gems and jewellery market, with their share expected to rise from 3-4% to 6% from 2024 to 2029. At this […]
GCC Fashion Market Outlook: Momentum, Digital Shift & Cross-Border Competition
Fashion retail in the GCC is thriving, fueled by economic strength, global attention, and evolving consumer preferences. Currently valued at $ 85 Bn, the market is expected to grow at a steady 7% CAGR, reaching $ 127 Bn by 2030. Together, the UAE and KSA account for nearly 80% of the total market, highlighting their […]
The Great Brand White Space: Why India Is the Next Global Consumer Powerhouse
India’s Once-in-a-Generation Growth Window India, despite being one of the world’s largest and most dynamic markets, is home to just ~350 consumer brands – both traditional and new-age – with revenues over $100 Mn. In contrast, China boasts ~2,800 such brands (8x more), while US consumer spend per capita is 23x higher. The gap isn’t […]
Beauty with a Soul: What Gen Z and Millennials Really Want
Still betting only on metros and celebrity endorsements? India’s next wave of beauty growth is elsewhere already. Two distinct but powerful segments are leading this change: Gen Z and the young millennials, and the non-metro consumer base. The way they discover products, what they value, how they make purchasing decisions, and where they shop is […]
TikTok-isation of retail? Quick Commerce in Southeast Asia – the USD 35 Bn future of retail waiting to be unlocked!
Southeast Asia’s retail sector, backed by strong digital adoption and rapid urbanization, is on the cusp of a new wave of transformation. The region’s growing young middle class, coupled with rising eCommerce penetration and dense urban centers, makes it fertile ground for the rise of Quick Commerce (Q-Commerce) — a new-age fulfillment model promising ultra-fast […]
Beyond the Obvious: Unboxing India’s Next $Billion Opportunity in Retail – Toys
A closer look at India’s overlooked $2B toy segment and its surprising retail potential. As India marches towards a projected $1.6 trillion retail economy, much of the spotlight remains fixed on the usual suspects—fashion, electronics, and grocery. These are mainstream, no doubt. But true disruption often brews in the margins. The real inflection points? They’re […]
UAE’s Next Frontiers of Online Retail Growth
The UAE’s online retail market has grown tremendously over the past 5 years, quadrupling in size and surpassing AED 50 Bn in 2024. Online penetration now exceeds 15%. However, the next wave of growth is just beginning. In this edition, we explore what the future growth drivers would be for the online retail market in […]
Local Champions: Noon now holds the leading position in the UAE’s online retail sector!
Noon now holds the leading position in the UAE’s online retail sector! Noon has rapidly captured significant market share in the UAE’s e-commerce space, with its rapid delivery experience emerging as a standout differentiator. This convenience-first approach has helped Noon win market share from other players, particularly in high-frequency categories like grocery, personal care, and […]
India’s Got Retail: A Tale of Fragmented Supply & Consolidating Distribution
India’s retail ecosystem, expected to surpass USD 1.6 Tn consumption by 2030, is undergoing a transformative shift. Both supply & distribution are changing rapidly to better serve the diverse & evolving consumer needs. With the growing adoption of technology across the value chain and the advancements in infrastructure & logistics, the interplay of supply and […]
India’s Got Retail: A Tale of Fragmented Supply & Consolidating Distribution
India’s retail ecosystem, expected to surpass USD 1.6 Tn consumption by 2030, is undergoing a transformative shift. Both supply & distribution are changing rapidly to better serve the diverse & evolving consumer needs. With the growing adoption of technology across the value chain and the advancements in infrastructure & logistics, the interplay of supply and […]
How Cloud Kitchens Are Disrupting the Restaurant Industry in 2025
Food delivery has become second nature for urban consumers. A few taps and a hot meal arrive at the doorstep—no waiting, no hassle. But behind this convenience, a silent revolution is taking place. Cloud kitchens cooking up a storm in the food industry turning efficiency into a competitive advantage. So, what’s fuelling this shift? Lower costs? Faster […]
Heightened Ramadan excitement this year is set to drive $10 billion in retail spending
Ramadan Kareem! We extend our warmest wishes to you and your loved ones. This sacred time brings together people worldwide in a shared journey of reflection, fasting, and prayer. In anticipation of Ramadan, we conducted a comprehensive study to understand consumer needs, motivations, and preferences during this period. This year, we see a dynamic intersection […]
Ramadan Rush: Increased Excitement Set to Fuel Spend in UAE
As the holy month of Ramadan approaches, consumers across the UAE are gearing up for a season of reflection, generosity, and celebration. This period not only holds deep cultural significance but also presents a unique opportunity for businesses to align with evolving shopping behaviors. Consumer excitement for Ramadan is at an all-time high, with a […]
Keeta has gained ~10% market share in KSA— what’s next?
Saudi Arabia’s food delivery sector has undergone rapid transformation over the past five years, evolving into one of the most dynamic and profitable markets in the region. With high consumer adoption, high purchasing power, and sustained profitability, the industry continues to attract new challengers. Yet, growth is far from over. As the market matures, competition […]
Ramadan 2025: The year of Gifting, Wellness & Live Commerce
Inside Indonesia’s $8Bn BPC Market | Redseer Glow Economy
MENA Q-Com a $6 Bn Opportunity in 2025, >10% of Online Retail
Quick Commerce (Q-Com) is transforming the retail landscape by providing ultra-fast delivery and convenience, often in as little as 10 minutes. By 2025, it’s projected to represent a $6 billion market in MENA, surpassing 10% of the region’s online retail share. With rapid growth across categories, evolving consumer preferences, and innovations in delivery modes, Q-Com […]
Why Cloud Kitchens Are Winning the Race in India’s $80 Billion Food Market
When was the last time you ordered food from outside? Maybe three days ago, two days ago, or perhaps just a few hours back? Or you’re savoring your culinary delight as you read this? Metro and Tier-1 consumers are embracing the joy of ordering in and dining out, combining convenience with a refreshing escape from […]
The Big Bite: Scaling success in India’s food services
India’s food services market, valued at $80 billion in 2024, is set to grow at a CAGR of 10-11% through 2030, with the organized sector driving this expansion. As consumer preferences evolve, the rise of online food delivery and organized dine-in establishments is also reshaping the landscape. Multi-brand companies, particularly cloud kitchens, are emerging as […]
Rising Aspirations: How Value-First Retail is Reshaping Consumption in India
Value-first offline retailers have emerged as a powerful force in India’s retail landscape, uniquely positioned to capture the aspirational retail opportunity. By offering competitive opening price points (OPPs) & average order values (AOVs), selection mix, and store experience, these retailers target a broad demographic, creating a larger addressable market and driving widespread geographic coverage, particularly […]