How is Zomato Misleading Investors With Blinkit's Sales? What Are 3 Things Behind Blinkit's Growth?

Blinkit (Zomato Quick Commerce) | Business Analysis | Stock Analysis | Case Study | Jayant Mundhra

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00:00 | Intro
00:25 | AOV comparison with Zepto & Instamart's?
01:50 | What does the GOV say?
02:50 | GOV calculation method (With Example)
04:38 | The remarkable rise of daily orders!
05:28 | The 2x surge in avg daily business per dark store
05:52 | Larger but lesser dark stores
07:57 | What's up with order frequency & active users?
10:59 | The 3 things driving revenue growth
13:58 | Improvement in contribution margin
14:57 | What's included in contribution figures? And what's not?
16:01 | Closing notes

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