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Runaway growth: Instamart now revisits dark-store bet
August 07, 2025
|Mint Ahmedabad
It paused expansion efforts to improve utilisation, possibly allowing Blinkit to widen its lead
After a year of steroid-fuelled dark-store expansion to outpace rivals, Instamart is staring at leaner carts. Its orders per dark store per day have fallen 22% over the past nine months, from a peak of 1,260 recorded during the second quarter of 2024-25 to 985 by the first quarter of 2025-26.
Part of the dip could be the ramp-up lag—new stores take months to optimize inventory, layout and demand. However, the quick-commerce player's recent averages falling short suggest deeper structural overcapacity, not just early-stage teething troubles, because mature dark stores in similar models tend to stabilize at higher order volume, warned Nilaya Varma, co-founder of management consulting firm Primus Partners.
هذه القصة من طبعة August 07, 2025 من Mint Ahmedabad.
اشترك في Magzter GOLD للوصول إلى آلاف القصص المتميزة المنسقة، وأكثر من 9000 مجلة وصحيفة.
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