Quick-Com, Value Commerce and GenZ Drive India’s Online Retail Growth in 2026
India’s online retail is usually judged by its mobile sales, and for good reason: mobiles accounted for a third of festive GMV in 2025, more than any other category.
That view needs revision this year.
Online Retail Heads for USD 90 Bn+ in 2026, Its Fastest Growth in Five Years
India’s online retail is usually judged by its mobile sales, and for good reason: mobiles accounted for a third of festive GMV in 2025, more than any other category.
That view needs revision this year.
Think Quick Commerce: Unlocking the $90Bn Opportunity
Developed in collaboration with Google, this Redseer report explores how India’s quick commerce market is to scale from ~USD 13 Bn in FY26 to ~USD 90 Bn by FY31P, a 5–7x growth that could take the channel from ~1% to 4–5% of Indian retail. The channel already anchors the hyperlocal economy, holding over 40% of a ~USD 30 Bn market after growing from ~USD 0.4 Bn in FY22.
India Online Retail 2026: The Fastest Year in Five, and the New Engines Behind It
India’s online retail market grew ~25% YoY in H1’26, its strongest first half in four years, with every major category growing faster than it did a year earlier. The momentum is set to continue, with H2’26 growth expected to hold steady at 21-25%.
India’s Digital Lending Report 2026: Value Beyond Acquisition
EXECUTIVE SUMMARY India’s digital lending market has moved beyond its acquisition era. Over the past five years, digital lending has transformed access to formal credit, growing sanctions from ₹0.15 trillion to ₹2.2 trillion while bringing millions of previously underserved borrowers into the financial system. But as the market matures, the source of competitive advantage is changing. Redseer Strategy […]
‘Quick’ Emerging as a Growth lever for Online BPC in KSA
When online Beauty & Personal Care (BPC) first took off in the GCC, growth was fuelled by increased digital adoption and wider product availability. Over time, however, the market has evolved with consumers embracing not just the convenience of online shopping but also the speed and reliability of newer channels. In Saudi Arabia, this shift […]
BNPL: A Key Growth Engine for Online Retail in KSA
When Buy Now, Pay Later (BNPL) first emerged in the GCC, it was closely tied to the growth of e-commerce. Over time, however, the BNPL model has expanded its footprint into offline retail, which has been driving more growth. Recent innovations like Tabby and Tamara cards, which make BNPL available across any Visa or Mastercard-accepting […]
KSA is the Online Fashion & BPC leader in GCC
When we talk about digital retail maturity in the GCC, the UAE often comes to mind as the front-runner. And while it does lead in several categories, such as electronics, grocery, and home, the story shifts when we look at fashion and beauty. Let’s dive into why KSA, not the UAE, is leading the way […]
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 […]
40% Of TikTok’s India Market Captured By Homegrown Apps
40% of TikTok’s India market captured by homegrown apps
The number of Internet users in India set to grow to 970 million from current 600 million in next 5 years, Shortform market is also estimated to grow by 4x on total time spent and reach to 400-450 billion minutes a month from the current ~110 billion minutes.