eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country
eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country
Industrial profile/Project report of Delhivery logistics. Includes information related to supply chain management, Distribution.
History of the company & growing position.
Flipkart | Inventory Management | Supply chain and distributionAishwarya Saraf
This Presentation will take you to an educational tour of Flipkart's Inventory management and how it supplies its products and shipments to the end consumer.
eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country
Industrial profile/Project report of Delhivery logistics. Includes information related to supply chain management, Distribution.
History of the company & growing position.
Flipkart | Inventory Management | Supply chain and distributionAishwarya Saraf
This Presentation will take you to an educational tour of Flipkart's Inventory management and how it supplies its products and shipments to the end consumer.
financials of the company,trent sub brands, existing product strategy, rank wise competitors, stores, retail business area, sales per square feet of business area, operating standards, revenue sales, operating profit, profit after tax, financials, looking forward
Study of “Flipkart.com”: India’s Leading E-business PortalSagar Agrawal
The Research provides information about an overall analysis of a leading ecommerce platform in India and thereby examines their strategies with respect to E-business and marketing. The growth of this portal has been precedential in defining the E-business parameters in India.
Distribution & Channel Management, Promotion Decisions OF ITC LimitedReyaz Jafar
ITC Limited or ITC is an Indian conglomerate headquartered in Kolkata, West Bengal. Its diversified business includes five segments: Fast-Moving Consumer Goods, Hotels, Paperboard & Packaging, Agri Business & Information Technology.
In this presentation it is describe their promotion strategy and distribution and channel management system,how ITC Ltd. work with.
Gati Logistics and Supply Chain PresentationNingsang Jamir
Gati is a leader in Express distribution and Supply Chain solutions in India.
Distributors of cargo worldwide by land, air or sea.
Provide track and trace service.
A Study on Flipkart E-Commerce company ( business research method ) BRM proje...AartiGholape
Flipkart is an e-commerce company founded in 2007 by Sachin Bansal and Binny Bansal. It is a Singaporean company which operates in India, where it is headquarteredin Bangalore, Karnataka. Flipkart has launched its own product range under the name "DigiFlip" with products.
Started in 2007 by former classmates at IT Delhi and later colleagues at Amazon.com Sachin Bansal and Binny Bansal.
Flipkart is also the largest online book store in India. with over 11.5 Million book tires available Currently, flipkart ships 30.000 units per day.
With path-breaking features like Cash/Card on Delivery. 30 Day replacement policy and EMI options Flipkart has now made it possible for anyone across the country with internet access to shop online.
The Flipkart experience a characterized by the intuitive user interface free shipping and low prices.
AS a testimony to the superior customer experience, the company has constantly recorded repeat purchase rates of more than 70%.
The company even has its own delivery network in 27 cities and is set to expand this even further by next year With a team of around 4500 members the company operates from offices and warehouses in seven cities at present.
financials of the company,trent sub brands, existing product strategy, rank wise competitors, stores, retail business area, sales per square feet of business area, operating standards, revenue sales, operating profit, profit after tax, financials, looking forward
Study of “Flipkart.com”: India’s Leading E-business PortalSagar Agrawal
The Research provides information about an overall analysis of a leading ecommerce platform in India and thereby examines their strategies with respect to E-business and marketing. The growth of this portal has been precedential in defining the E-business parameters in India.
Distribution & Channel Management, Promotion Decisions OF ITC LimitedReyaz Jafar
ITC Limited or ITC is an Indian conglomerate headquartered in Kolkata, West Bengal. Its diversified business includes five segments: Fast-Moving Consumer Goods, Hotels, Paperboard & Packaging, Agri Business & Information Technology.
In this presentation it is describe their promotion strategy and distribution and channel management system,how ITC Ltd. work with.
Gati Logistics and Supply Chain PresentationNingsang Jamir
Gati is a leader in Express distribution and Supply Chain solutions in India.
Distributors of cargo worldwide by land, air or sea.
Provide track and trace service.
A Study on Flipkart E-Commerce company ( business research method ) BRM proje...AartiGholape
Flipkart is an e-commerce company founded in 2007 by Sachin Bansal and Binny Bansal. It is a Singaporean company which operates in India, where it is headquarteredin Bangalore, Karnataka. Flipkart has launched its own product range under the name "DigiFlip" with products.
Started in 2007 by former classmates at IT Delhi and later colleagues at Amazon.com Sachin Bansal and Binny Bansal.
Flipkart is also the largest online book store in India. with over 11.5 Million book tires available Currently, flipkart ships 30.000 units per day.
With path-breaking features like Cash/Card on Delivery. 30 Day replacement policy and EMI options Flipkart has now made it possible for anyone across the country with internet access to shop online.
The Flipkart experience a characterized by the intuitive user interface free shipping and low prices.
AS a testimony to the superior customer experience, the company has constantly recorded repeat purchase rates of more than 70%.
The company even has its own delivery network in 27 cities and is set to expand this even further by next year With a team of around 4500 members the company operates from offices and warehouses in seven cities at present.
Ptak Prize India Qualifier 2014 -
Analysis of E-Commerce Supply Chain Challenges and Logistics Bottlenecks. Industry analysis using Porter's 5 forces model, strategic road map for E-commerce firms in India and the future of omni-channel retail.
Case Questions:
The logistics issues were there for decades and it impacts the same way all the sectors which heavily rely on distribution (Example: FMCG). So keeping these logistics issues as constraints to live with,
(a) Analyze and present what Specifics to Ecommerce Industry makes Logistics as a 'Critical Bottleneck'
(b) Analyze and present the key things that make 'Last Mile Network Planning and Scheduling' a nightmare for the planners.
2. Using Porter's 5 Forces, analyze the current E-Tailing (Retail E-Commerce) Industry and tell us, Will you start your Own E-Commerce business in 2015? Support either of your answers with facts and your inferences.
3. Review the below statements carefully:
i. "Equity Funds are not free money - Investors will push you hard for profitability soon; as you are aware, none of the Indian E-Com players are profitable".
ii. "E-Commerce customers are well tamed with multiple value propositions (Easy Returns, Discounts, Cash on delivery (COD), free replacement etc.) from E-Commerce companies. You restrict any one of it, it will lead to dissatisfaction"
Now assuming you are the 'Head-Strategy' for an E-Commerce organization- set the strategy for 2015 to 2019.
4. Article clearly says "OMNI Channel (Click and Brick) is the future". Now, traditional offline giants like TATA, Reliance etc., will setup their own online vertical and E-Commerce big players will also come up with physical stores. Analyze both these scenarios in detail and present who is going to be the winner - Is it Offline player who adopted the Online as an extended channel or the Online player who adopted the Offline as an extended channel?
Insights Success have come up with this special edition of “The 10 Most Admired Transport And Logistic Service Providers”. In issue, we will help you to walk through a list of companies which have benchmarked their existence with innovative services.
The Great India Logistics Opportunities and ChallengeseTailing India
Gati Ltd posted a profit of Rs 7.7 crore for the fourth quarter ended March 31, 2017 as against a profit of Rs 5.99 crore for the corresponding quarter last year on a standalone basis.
#DigitalErra Thought Corner
The express distribution and supply chain logistics company net sales was at Rs 126.07 crore for the fourth quarter as against Rs 131.38 crore for the same period previous fiscal.
During the fourth quarter, Gati registered consolidated revenue of Rs 418.4 crore, down 3.4 per cent over Q4 FY15-16. The consolidated net profit dropped by 40 per cent to Rs 9.3 crore in Q4 FY16-17 over last year.
The future of E-commerce in India and it's key driversKantinath Banerjee
In this article i am discussing about the near future of Indian E-commerce industry and the certain changes that are on the cards.#Internet #onlinemarketing #digitalmarketing #onlineadvertising #socialmedia #clickandbrick #onlineretail #flipkart #google #paidadvertising
Ereputation Intelligence for your big data journeyM Kadi
Big Data applies to data sets whose size is beyond the ability of commonly used traditional techniques to capture, manage, and process within a tolerable elapsed time . This is where ERI builds a solid grounding and design infrastructure to drive this innovation forward and boost better outcomes
During the COVID-19 pandemic, the typically unsung
$8 trillion logistics and supply chain ecosystem
garnered unprecedented attention and became
top-of-mind for consumers and businesses trying to
procure then hard-to-find products. Seismic e-commerce
and technology driven sector shifts accelerated, leading
to record levels of deal activity starting in late 2020 and
into early 2022.
The report *State of D2C in India: A Logistics Update* talks about the evolving dynamics of the d2C landscape with a particular focus on how brands navigate the complexities of logistics. Third Party Logistics enablers emerge indispensable partners in facilitating the growth journey of D2C brands, offering cost-effective solutions tailored to their specific needs. As D2C brands continue to expand, they encounter heightened operational complexities with logistics standing out as a significant challenge. Logistics not only represents a substantial cost component for the brands but also directly influences the customer experience. Establishing efficient logistics operations while keeping costs low is therefore a crucial objective for brands. The report highlights how 3PLs are meeting the rising demands of D2C brands, supporting their expansion both online and offline, and paving the way for sustainable, scalable growth in this fast-paced market.
In “Decoding Omnichannel,” the report delves into the intricacies of this retail revolution, drawing insights from trailblazing companies like Caratlane, Lenskart, and Mamaearth. By offering actionable strategies and insights, we aim to empower entrepreneurs and brands to navigate this dynamic landscape with confidence. As India’s retail market hurtles towards a projected $2.2 trillion by 2030, the convergence of offline and online influences presents a transformative opportunity for consumer engagement. Embracing this fusion not only as a necessity but as a strategic imperative, businesses can position themselves at the forefront of innovation, driving sustainable growth and resonating deeply with the diverse needs of the Indian consumer
For an in-depth exploration, download the full report now!
MENA e-commerce: A unique ecosystem, in a period of transitionRedSeer
Amidst the turbulence of the pandemic, the digital economy surged globally, but nowhere more profoundly than in the MENA region. This is because we were still in the period of customer acquisition where the marketing spends are extremely high. The pandemic helped leapfrog these days, placing our region on a pedestal of growth.
Now, as we enter a post pandemic era, where the only constant is change, it is important to acknowledge some unique aspects of our digital economy that make it one of the most attractive ones globally.
The MENA Digital Economy has been a silver lining amidst a global funding slowdown and is aided by strong consumer confidence. There are various emerging micro trends that hold the potential to redefine its landscape. For brands and retailers, the challenge lies in discerning and prioritizing the trends that not only address genuine customer needs but also align with sound business logic despite associated costs. At the heart of this evolution is personalization, where artificial intelligence stands poised to play a pivotal role.
In the report, we have also highlighted five overarching consumer trends which need to be kept in mind to emerge on the right side of the next period of growth for our digital economy.
KSA food aggregators to deliver million smilesRedSeer
The food service sector in Saudi Arabia is currently a massive SAR 100 Bn market that has displayed resilience and rebounded swiftly. The market witnessed a covid-led decline because of reduced mobility/ operational hours and restaurant closures. During this time, an emerging trend of in-home consumption emerged which created a unique opportunity for food delivery players to capitalize on.
Currently, the food delivery market in KSA is experiencing rapid growth, driven by high consumer satisfaction and Net Promoter Scores (NPS) for food aggregators in the region. This growth is driven by evolving consumer preferences, as there is a notable transition towards prioritizing convenience over mere affordability, especially after the pandemic.The market is currently dominated by two key players: Hungerstation and Jahez, collectively responsible for ~70% of the food aggregator market. The emergence of new players in the market underscores its vast potential and the expanding addressable market. Despite being new, players like Noon Food and Ninja warrant close attention to the market’s future growth potential.
Food aggregators market is projected to reach 1 million daily touchpoints by 2024, providing numerous opportunities to offer multiple services, including q-commerce, SaaS, dark store, and dark kitchen models. This can also enable a favorable environment for super apps and super brands to co-exist.
The narrative of India's digital advertising market unfolds amid a decade of digital transformation, propelled by the surge in smart devices and widespread internet access. This era witnessed remarkable increases in user engagement across various platforms, fueling unprecedented growth in digital advertising spend. Despite the challenges posed by COVID-19, which initially drove a surge in online activity, the subsequent stabilization and muted growth in digital advertising spend during FY23-24 were influenced by consumption slowdown, regulatory changes, and a funding lag. Nevertheless, the trajectory remains striking, with digital advertising expenditure outpacing traditional media, commanding a market share of approximately 55% by FY24.
To learn more about this dynamic landscape, download the report now.
KSA’s economy has witnessed the fastest GDP growth rate during 2021-22 period, driven by pro-business reforms and rising oil prices. Continuous improvement in ease of doing business, social and economic liberalization and initiatives to attract talent and global businesses will pave the way for future growth.
KSA has a thriving tech enabler ecosystem with a home to 60+ fintech startups and over 10 Mn IoT connections, actively participating in emerging digital technologies. Within KSA, despite the rapidly evolving digital landscape, there are numerous sectors that still hold vast untapped potential and significant opportunities for growth. This underscores the necessity for robust, localized businesses to confront region-specific challenges. With its impressive spending capacity, well-established infrastructure, and unwavering government backing, the KSA offers an ideal groundwork for developing and implementing effective solutions tailored to the unique needs of the region.
KSA ecosystem is vibrant with a balance between local talent, government support, international investors and partnerships. Its digital economy is poised to be a major driver of diversification, providing a ~25% boost to GDP growth. It is expected to emerge as the mecca of unicorns in the MENA.
Saudi Arabia's Rise to Global Entertainment DominanceRedSeer
n the aftermath of the global pandemic, the Kingdom of Saudi Arabia (KSA) is experiencing a remarkable transformation across various facets of society. Swift advancements in social, economic, and cultural realms underscore Saudi Arabia’s aspiration to become the hub of the region and the world. This transformative phase is driven by a growing acceptance of diverse entertainment formats such as movies, concerts, and various leisure and entertainment avenues. Key to this paradigm shift are government initiatives that are actively promoting a culture of leisure and entertainment in the country.
Ear-It-All: The booming world of audio seriesRedSeer
The Media & Entertainment (M&E) sector stands as a cornerstone of online content consumption, serving billions of internet users worldwide. Acting as a gateway to the digital economy, M&E has seen significant evolution over the years. While Social Media and Video Streaming have reached maturity, Audio Streaming, particularly Audio Series, emerges as a promising frontier in entertainment innovation. Mirroring the appeal of Video Series, Audio Series offer immersive content experiences, accessible anytime and anywhere, catering to the diverse entertainment needs of internet consumers. With approximately 1.3 billion potential users globally, the Audio Series market represented a lucrative US$ 21-25 billion opportunity in 2023, poised to double by 2027. Leading players in the entertainment industry are tapping into creator communities to drive content creation, while established platforms are exploring Audio Series offerings to broaden their market reach.
Winning Recipe for Food Brands in India- Redseer ReportRedSeer
The Indian organized food services market is projected to exceed $100 billion by 2028, growing at a CAGR of 8–12%. This growth, driven by evolving consumer behavior, is expected to double the market from $30 billion to $60 billion. To capitalize on the heterogenous nature of the market, brands are urged to embrace diverse cuisines. The House of Brands (HoBs) strategy emerges as a fitting approach, with an average HoBs revenue at least 5 times higher than that of a standalone brand. Successful implementation of the HoBs model hinges on the ability to build and scale multiple brands while ensuring operational excellence.
For an in-depth exploration, download the full report now!
Study reveals udaan winning on customer service excellence, after market cons...RedSeer
In a recent study conducted by Redseer Strategy Consultants (Redseer), India’s largest and renowned strategy consultancy firm with a global footprint and Udaan – India’s major eB2B player, delves deep into the eB2B market, offering key insights and strategic approach aimed at unlocking unparalleled growth opportunities for businesses operating in the segment.
The comprehensive analysis and in-depth market research reveal that udaan, India’s largest eB2B player, has emerged as a leader in customer service excellence following a phase of market consolidation. The focus on customer service excellence, especially after a period of market consolidation, indicates a strategic approach to stand out in a more concentrated and competitive market.
Over the past several years, India has embarked on a remarkable journey towards becoming a digitally enabled society. This digital transformation has not only reshaped the nation's socioeconomic landscape but also served as a global model for how technology can be harnessed to uplift and connect diverse and large populations.
At the heart of this transformation lies the concept of Digital Public Infrastructure (DPI), a strategic framework that has provided the rails to propel India onto the global stage as a digital powerhouse.
With the Indian internet economy projected to reach USD 1 trillion by 2030, DPIs are primed to continue playing a significant role in democratizing this growth and ensuring a digital future that is inclusive and expansive.
Unlock the comprehensive report, "Beauty Unveiled: Decoding the Success of Pure-Play Beauty Companies," co-authored by Peak XV and Redseer Strategy Consultants, to gain deeper insights into the success drivers of leading BPC players on both global and Indian fronts.
The fusion of shopping and social media is reshaping consumer behavior and advertising strategies, offering a potential windfall of over $10 billion for those who seize the moment.
The "India Digital SME Credit Report 2023," a collaboration between GetVantage and Redseer Strategy Consultants, reveals that a significant credit deficit of approximately $220 billion is impeding the economic progress of digitized businesses. Despite an infusion of $53 billion in FY22 and an estimated $165 billion being serviceable after accounting for unviable businesses, the current working capital deficit remains at $112 billion. The report predicts that the demand for credit will surpass $570 billion in the next five years as the number of digital SMEs doubles. This deficit hampers innovation, job creation, scaling, and efficiency building among new-economy businesses. The report underscores the crucial role of alternative financing platforms, such as revenue-based financing, in addressing this gap and fostering economic growth.
The report discusses the significance of mass consumers in the Indian retail and eCommerce industry. Mass consumers, earning between INR 2.5-10 lakhs annually, are a prominent consumer group projected to drive a substantial portion of eCommerce growth. They are increasingly shopping online, value-conscious, and comfortable with technology. The report highlights their potential as a US$ 1.3 Tn opportunity for brands, with online wallet share expansion being a key theme. Decision drivers include pricing, product quality, and trust in the platform. Successful business models targeting this segment have emerged both in eCommerce and offline retail. Overall, mass consumers are poised to shape the future of Indian retail, making them highly attractive to businesses and eCommerce platforms.
Dive into our comprehensive report that explores the dynamic transformation of India's economy, driven by the rapid formalization and digitalization of Micro, Small, and Medium Enterprises (MSMEs). Discover how these nimble businesses are leveraging the digital landscape to amplify their reach, reshape industries, and contribute significantly to India's economic growth story.
Redseer unlocking value of mass consumer PR Report.pdfRedSeer
The report discusses the significance of mass consumers in the Indian retail and eCommerce industry. Mass consumers, earning between INR 2.5-10 lakhs annually, are a prominent consumer group projected to drive a substantial portion of eCommerce growth. They are increasingly shopping online, value-conscious, and comfortable with technology. The report highlights their potential as a US$ 1.3 Tn opportunity for brands, with online wallet share expansion being a key theme. Decision drivers include pricing, product quality, and trust in the platform. Successful business models targeting this segment have emerged both in eCommerce and offline retail. Overall, mass consumers are poised to shape the future of Indian retail, making them highly attractive to businesses and eCommerce platforms.
According to a report released by strategy consulting firm Redseer Strategy Consultants in collaboration with Plural by Pine labs, 85% of the businesses in India will be digitally enabled by FY26. From bustling cities to remote villages, digital payments are on the fast track to change the way users transact. Penetration of smartphones and the internet, and favorable government policies have been key drivers in the adoption of digital payments in the country. With more than 70 crore internet users, India has the second-highest number of internet users in the world, trailing only behind China. With a population of 140 Cr, India is poised to become a global leader in digital payments in the coming years.
From the playing field to television, OTT platforms, and fantasy gaming, various businesses are monetizing IPL audience engagement boosting, “The IPL Economy''. Redseer Strategy Consultants has been keeping a tab on how different avenues of engagement with IPL users are contributing to the tremendous growth of the IPL economy.
Bridging the Digital Gap Brad Spiegel Macon, GA Initiative.pptxBrad Spiegel Macon GA
Brad Spiegel Macon GA’s journey exemplifies the profound impact that one individual can have on their community. Through his unwavering dedication to digital inclusion, he’s not only bridging the gap in Macon but also setting an example for others to follow.
This 7-second Brain Wave Ritual Attracts Money To You.!nirahealhty
Discover the power of a simple 7-second brain wave ritual that can attract wealth and abundance into your life. By tapping into specific brain frequencies, this technique helps you manifest financial success effortlessly. Ready to transform your financial future? Try this powerful ritual and start attracting money today!
APNIC Foundation, presented by Ellisha Heppner at the PNG DNS Forum 2024APNIC
Ellisha Heppner, Grant Management Lead, presented an update on APNIC Foundation to the PNG DNS Forum held from 6 to 10 May, 2024 in Port Moresby, Papua New Guinea.
Multi-cluster Kubernetes Networking- Patterns, Projects and GuidelinesSanjeev Rampal
Talk presented at Kubernetes Community Day, New York, May 2024.
Technical summary of Multi-Cluster Kubernetes Networking architectures with focus on 4 key topics.
1) Key patterns for Multi-cluster architectures
2) Architectural comparison of several OSS/ CNCF projects to address these patterns
3) Evolution trends for the APIs of these projects
4) Some design recommendations & guidelines for adopting/ deploying these solutions.
1.Wireless Communication System_Wireless communication is a broad term that i...JeyaPerumal1
Wireless communication involves the transmission of information over a distance without the help of wires, cables or any other forms of electrical conductors.
Wireless communication is a broad term that incorporates all procedures and forms of connecting and communicating between two or more devices using a wireless signal through wireless communication technologies and devices.
Features of Wireless Communication
The evolution of wireless technology has brought many advancements with its effective features.
The transmitted distance can be anywhere between a few meters (for example, a television's remote control) and thousands of kilometers (for example, radio communication).
Wireless communication can be used for cellular telephony, wireless access to the internet, wireless home networking, and so on.
1.Wireless Communication System_Wireless communication is a broad term that i...
1/12 RedSeer Shadowfax Logistics Index
1. RSLI Index, Q2 FY20-21 | December 2020
REDSEER
SHADOWFAX
LOGISTICS INDEX
India's eCommerce play to democratize the sector
with access to customers across city-tier and
income class. This report helps you understand
the performance of eCommerce sectors from their
logistics perspective.
Q2 FY20-21 | DECEMBER 2020
2. RedSeer is a leader in the Internet and new age advisory. Over the last 11 years of its operations we
have advised over 300 clients across the breadth of the Internet and investment industry in India,
Middle East, and South East Asia. Our advisory is differentiated through our high quality IP of market
insights and research, which is unparalleled in Industry and helps both corporate and funds make
right choices. With more than 200 consultants across 5 offices, we have emerged as the largest home
grown regional consulting firm in India.
Shadowfax, India’s largest crowdsourced logistics platform, was established in 2015 with the vision
of enabling commerce by empowering everyone, everywhere. Our unique tech-driven platform caters
to the logistics needs of brands across verticals such as food, grocery, pharma, and e-commerce by
providing a comprehensive, speedy and reliable solution right from first mile movement to doorstep
delivery. On a mission to build the fastest and most reliable logistics network by empowering a
million micro-entrepreneurs through technology to deliver anything, anywhere, our plug-and-play yet
immersive APIs seamlessly bridge the logistical gap between businesses and their customers within
minutes. Having raised $100Mn till date from marquee investors, the company currently services 500+
cities, covers 7000+ pin codes, 150K+ delivery network partners, and delivers 500K+ orders per day.
3. Contents
Foreword
Preface
Executive Summary
1. eCommerce Logistics in India
2. Introduction
2.1 About RedSeer Shadowfax Logistics Index
2.2 Index Framework
3. eCommerce Sector Performance on RSLI
4. eCommerce Sector Deep-dive on RSLI
5. Innovations in eCommerce
6. Appendix
6.1 Glossary
6.2 Approach & Methodology
6.3 Research Coverage
5
7
8
10
14
15
17
18
32
59
61
62
63
65
5. Foreword
Shadowfax services started with food and grocery
deliveries and within a span of five years grew to include
eCommerce and B2B logistics. Today, we are a full
stack 3PL player that has learned from across the nine
categories that we service in various capacities. Our
exposure to all facets of the logistics landscape has
provided us with unique insights and helped shape our
vision for the future of logistics.
We strongly believe that speed and criticality at
doorstep would drive the next revolution in eCommerce
logistics. Both these factors play heavily into the
customer’s decision making, platform stickiness, and
more importantly, a great customer experience –
something every business strives for. Our tech-driven
approach has enabled us to create a crowd-sourced
platform which delivers anything, anywhere in the
fastest possible time. However, one of the challenges
we faced over the course of building Shadowfax was
the lack of a macro level view which could be used as
a barometer to gauge the direction and performance of
the fast-emerging eCommerce industry, especially from
a logistics perspective.
It is with great excitement that I present the first
edition of the Redseer Shadowfax Logistics Index
(RSLI). Through this effort, we hope to highlight
emerging trends that are shaping the eCommerce
industry from a logistics standpoint. The ambition is
to publish a quarterly one-of-its-kind report that serves
as a comparator for how efficiently supply chains
connect e-tailers to markets and drive better customer
experiences.
The decision to share our learnings in the form of an
index came as an organic extension of our commitment
to drive industry-wide excellence. We joined hands
with RedSeer, one of India’s largest internet focussed
consulting firms, to create an objective and realistic
index using parameters and benchmarks that are the
driving force of success in the eCommerce industry.
RedSeer’s high-quality research driven approach
has helped bring forth key insights and a wealth of
knowledge from 40 eCommerce companies across six
sectors.
As the eCommerce industry evolves and logistics
with it, speed and criticality of deliveries, which
includes slot delivery, exchange, smooth returns, and
doorstep quality checks, will be the key go-to metrics
to drive volume and customer satisfaction. This index
is an attempt to identify challenges and push the
boundaries of innovation in eCommerce logistics.
In the time to come, I hope that RSLI will serve as a
benchmarking tool and provide readers with insight
and actions that can support the improvement of
the overall eCommerce industry. For any queries or
feedback, please feel free to reach out directly to me at
abhishek@shadowfax.in
Abhishek Bansal
Co-founder and CEO
Shadowfax
5RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
7. Preface
With an estimated population of 1.3 Bn, India is the
second largest country and one of the fastest growing
markets for consumer internet companies. Online
spend has come a long way and crossed 3% of the
overall retail penetration mark in FY2020. Increasing
internet penetration fuelled by Reliance Jio launch in
2016, growing smartphone adoption, and cheaper data
have enabled faster growth in India’s digital economy
with more than 135 Mn online shoppers by the end
of 2019. When product-based eCommerce started
gaining momentum 5 years ago, logistics was one of
the largest problems to be solved since the traditional
logistics companies were not geared to serve the
unique demands of this new-age industry.
We have come a long way since then where new-
age logistics players have been able to fill the void
and traditional players have also overhauled their
systems to be able to serve eCommerce platforms.
As the ecosystem is gaining momentum, the number
of shoppers from tier 2+ cities account for half of the
annual online shoppers. Both e-tailers and logistics
firms are constantly innovating on their delivery models
and infrastructure to serve these customers faster in a
cost-effective manner.
As eCommerce evolved in India, a multitude of
specialized platforms forayed the space to cater
to customer needs across product categories
organizing under multiple eCommerce sectors like
Horizontals (platforms offering products across
categories), Verticals (a category focused platform),
direct-to-consumer (D2C) platforms, Omnichannel,
Hyperlocal (food & grocery) and eB2B. These sectors
are at different stages of their maturity curve and
their ability to serve customers across city-tiers
in an efficient manner driving customer delight
varies. Large Horizontal platforms, with their mature
logistics and supply chain ecosystem are able to
drive better efficiency, customer and partner delight
whereas platforms in emerging sectors like D2C and
Omnichannel need to catch up on customer experience.
Despite the difference in maturity of eCommerce
sectors from a logistics and supply chain standpoint,
we strongly believe emerging sectors will create a
lasting impact and improve on their performance in the
coming years. Further, logistics is an important lever
for winning in eCommerce. With that in view, RedSeer,
in partnership with Shadowfax – a diversified new-age
logistics player, have created a framework to measure
the logistics performance of eCommerce sectors
objectively in the form of – the RedSeer Shadowfax
Logistics Index (RSLI) – and track their performance
quarterly, starting the quarter ending September 2020.
In addition to measuring the sector’s performance, the
report also brings out the list of eCommerce leaders on
various logistics related parameters and front runners
across performance categories.
This is the first edition of the RSLI report measuring
the performance of 40 eCommerce companies across
six sectors on 15 parameters along shipment growth,
logistics efficiency, merchant experience, and customer
experience on shipment delivery and return. We hope
that you find it to be an insightful read. For any queries
or feedback, please feel free to reach out directly to me
at anil@redseer.com
Anil Kumar
Founder and CEO
RedSeer Consulting
7RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
8. Executive Summary:
RedSeer Shadowfax Logistics Index (RSLI)
1
GMV – Gross Merchandise Value
2
Ecommerce sectors considered in the report are 1). Horizontal (offering multiple categories of products), 2). Verticals (category focus
eCommerce), 3). Omnichannel, 4). Direct-to-Consumer (D2C), 5). Hyperlocal and 6). B2B eCommerce
Key findings of the Report
eCommerce shipment volume to grow 4x in next 5 years from more than 2.5
billion shipments in FY2020, creating high demand for logistics and supply chain
• eCommerce market in India is estimated to grow at more than 40% CAGR for next 5 years, from USD~32 Bn
in shipped GMV1
in FY2020. This translates to ~10.5 billion shipments in FY2025 - 4X of shipment volume in
FY2020.
• One of the key enablers for growth in the market has been the supply chain infrastructure built by eCommerce
captive logistics players and third-party new age logistics players (3PL). The growth impact of these logistics
players has been such that customers from Tier-2+ cities and urban towns have been able to place orders
online.
1
RedSeer Shadowfax Logistics Index (RSLI) is a ground-up assessment of the
logistics performance of eCommerce sectors, tracking them on quarterly basis
• Logistics and supply chain is key to winning in eCommerce. As online shoppers evolve in their preferences of
product and platform experience, "speed of delivery, return experience and last-mile interaction" remains the
deciding factor when choosing to order from a platform.
• With multiple platforms emerging in eCommerce, one of the key levers of success is to have an efficient supply
chain and customer delight.
• RedSeer Shadowfax Logistics Index (RSLI) measures the maturity of eCommerce sectors2
and identifies the
front-runners on customer logistics experience in delivery and return.
2
8RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
9. eCommerce Horizontals led in RedSeer Shadowfax Logistics Index (RSLI). Key
drivers of leading performance have been their growth due to COVID recovery
and superior customer and merchant experience
• Growth and Scale: eCommerce horizontals dominated in growth during the quarter. The sector saw 100%+
growth due to COVID recovery along with superior customer & merchant experience and pent-up demand.
Meesho led the sector in shipment volume growth during the quarter.
• Speed and Cost Efficiency: Omnichannel retailers dominated in speed and cost efficiency due to their low
cost of fulfillment. Hyperlocal brands and vertical platforms had high costs of fulfillment. Croma led the
Omnichannel sector in speed and cost efficiency.
• Customer Experience: Horizontal and vertical sectors led in customer experience across logistics parameters
reflecting in their higher NPS. eB2B lagged in customer experience due to lower customer satisfaction on ease
of shipment returns and lower NPS3
. Nykaa, a Beauty and personal care focused vertical platform, is the cross-
industry leader on NPS.
• Merchant Experience: eB2B platforms have high merchant satisfaction as they have enabled significant reach
for the merchants, resulting in higher NPS.
3
Relatively mature eCommerce sectors - Horizontals, Verticals and Hyperlocal
were top 3 in RSLI; Emerging sectors like Omnichannel, D2C and eB2B,
despite leading individually on index pillars, performed below average on
overall RSLI index.
• Horizontals: Post-delivery customer experience (returns and refunds) drove the customer delight for
horizontals.
• Verticals: Platforms are focusing on higher logistics efficiency, while continuously improving on customer
delight.
• Omnichannel: Leveraging offline footprint for faster and cheaper deliveries.
• Direct to Consumer Brands (D2C): Despite rapid growth in the quarter, Platform experience lags behind
horizontals and verticals across all shipment delivery and pickup parameters.
• Hyperlocal: The sector (grocery segment) saw strong recovery (eGrocery) post COVID lockdown but merchant
experience still below par.
• eB2B: Strong seller experience, but large variation in customer experience.
4
9RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
11. 11RedSeer Shadowfax Logistics Index - Quarter 2 - FY21 11
eCommerce shipment volume to grow ~4x in next 5 years from
more than 2.5 billion shipments in FY2020, creating high demand for
logistics and supply chain
eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country.
India eCommerce Logistics Market
2017–2025F, Mn Shipments, Forward
Exhibit 1A
$..Bn
eCommerce Shipped
GMV, In USD Bn
733
1,012
1,496
2,552
2,792
10,485
FY18FY17 FY19 FY20 FY21F FY25F
12.3 16.5 24.4 32.2 42 180
+52%
+33%
12. 12RedSeer Shadowfax Logistics Index - Quarter 2 - FY21 12
2
Large horizontals in Indian eCommerce refers to Amazon and Flipkart
3
Captive Logistics refers to the inhouse logistics arm of eCommerce retailers
Large horizontals and hyperlocal primarily depend on their captive
logistics for shipment delivery. However, platforms in other
eCommerce sectors depend on third-party logistics (3PL)
Large Horizontals2
and online food delivery platforms currently
account for ~75% of total eCommerce shipments. For these
platforms, captive logistics3
contribution to total shipment
is as high as 85%. Despite higher insourcing of shipments,
these platforms depend on third party logistics to serve the
less dense pincodes and smaller cities and towns. Long-tail
platforms in the horizontal sector and platforms in other
sectors outsource their shipment delivery to third-party. We
expect total shipment outsourced to 3PL to grow from ~0.7
billion in FY20 to ~3.1 billion in 2025. This growth in shipment
is expected to come from long-tail horizontals and other
sectors which will grow on the back of differentiated offerings
compared to large horizontals.
3PL eCommerce Logistics Market
2017–2025F, Mn Forward Shipments
Exhibit 1B
307
432
538
751
913
3,156
+35%
+33%
FY18FY17 FY19 FY20 FY21F FY25F
13. 13RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
eCommerce Shipped GMV (Split by sectors, In %) eCommerce shipments (Forward, in %)
Exhibit 1C: eCommerce Market segmentation by shipped GMV and volume of shipments - FY20
62%
9%
18%
9%
<1%
2%
43%
7%
44%
<1%
3%
3%
Total shipped GMV = USD 32 billion Total eCommerce shipment = 2.5 billion
Horizontal Hyperlocal eB2BOmnichannelVertical D2C
eCommerce is divided into 6 sectors; Horizontal sector, that offers
products across multiple categories, contributes 60%+ of the market
but ~43% of total shipments
eCommerce market can be segmented into the following 6 broad segments based on their geographic coverage and product
offerings. Sector definitions are described as below:
In subsequent sections throughout the report, we cover eCommerce under these 6 sectors and assess their performance on
RedSeer Shadowfax Logistics Index (RSLI).
Horizontal: Large e-tailing platforms
offering products across multiple categories
(fashion, electronics, FMCG products etc.)
D2C: New-age brands or traditional
companies that offers their product directly to
customers via their D2H retail.
Vertical sectors: Category focused online
shopping platforms (Fashion, Beauty &
Personal Care, Pharma etc.)
Hyperlocal: Platforms that provides last mile
support to existing businesses through online
marketplaces like FoodTech, Grocery, digital
concierge etc.
Omnichannel: Retailers with multichannel
approach of selling products. They have
integrated their offline and online operations
to provide a seamless shopping experience
to the customers.
eB2B: Online platforms that facilitate the
trade between sellers (Brands, distributors,
wholesalers) and the buyers (retailers,
wholesalers) across geographic locations.
15. 2.1 About RedSeer Shadowfax Logistics Index
One of the key enablers of eCommerce growth in India is
logistics and supply chain. With the emergence of multiple
sectors in eCommerce, there are different levels of supply
chain maturity across sectors while accessing customers in
smaller cities and driving customer delight. On the other hand,
the emergence of new-age third-party logistics (3PL) players
has made it easy for platforms to fulfil orders across India.
These 3PLs are as niche as hyperlocal-focused to completely
diversified supply chain service providers (offering hyperlocal,
warehousing, and eB2B logistics services). With the RedSeer
Shadowfax Logistics Index (RSLI), we intend to assess the
eCommerce sector’s maturity and measure its performance
from a logistics standpoint.
To ensure a comprehensive assessment, RSLI has the
following features:
Measure
eCommerce
Logistics
Tracks Sectoral
Trends
360° Coverage
of Stakeholders
‘So-what’ for
sector platforms
Quarterly
Release
Covers key retailing
sectors in new-age/
digital logistics and
key platforms in
those verticals
The key aspects of
eCommerce logistics
across network,
customers, merchants
and innovation
A ground-up
approach to
indexing leveraging
all stakeholders in
the ecosystem
Key takeways
across performance,
CX and merchant
A quarterly index
report capturing
the trends across
metrics over past set
of quarters
RedSeer Shadowfax Logistics Index (RSLI)
Key Features
Exhibit 2A
Note(s): 1) Digital logistics includes shipments that have been ordered through online channels or “Brick & Mortar” setup of an organized retail for home
delivery of products
RSLI, a quarterly index, covers six eCommerce sectors prioritized primarily
based on their relevance and growth in recent years. The index is built ground-up
from performance metrics of market representative platforms in the sector. The
eCommerce sectors covered in the RSLI are:
Hyperlocal
(FoodTech, eGrocery etc.)
eB2BD2CHorizontal Vertical Omnichannel
15RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
16. Exhibit 2B
Sectors Platforms Covered
Horizontal Platform
Vertical Platforms
Omnichannel
D2C
Hyperlocal
eB2B
16RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
A report, RedSeer Shadowfax Logistics Index (RSLI) is a comprehensive
assessment of eCommerce logistics in six sectors
This index covers 40 sector representative eCommerce platforms
17. RSLI is a comprehensive assessment of digital logistics across 6 retail sectors along 4 pillars
• Shipment Volume
• Shipment Growth
• Capex Investment1
• Network Cost efficiency
• Avg. Turn Around Time
• Network reach2
• Shipment Pickup
Experience
• Shipment Tracking
Updates
• Shipment Return
Experience
• Merchant NPS
• Shipping & Tracking
• Packaging & Damages
• Satisfaction with
Delivery Time
• Ease of return
• Customer NPS
Merchant
Experience Index
Assesses the seller partner
experience in forward and
reverse logistics
Growth and Scale Index
Measure of shipment
volume & growth in the
quarter
1 3
Customer
Experience Index
Measures the overall
customer satisfaction
through the various stages
of the delivery process
4
Measures the total reach &
cost efficiency for forward
and reverse logistics
2
Speed and Cost
Efficiency Index
Note(s): 1) Capex Investments only towards logistics – proxy taken as number of fulfillment centres & warehouses
2) Additional parameters for D2C and Hyperlocal retailers
3) Customer Survey sample has been split across eCommerce sectors and is statistically significant. For details on sector split refer appendix 6.2
Source:
RedSeer IP
Source:
30+
Expert Discussions
Source:
4300+
Customer Surveys3
Source:
1200+
Merchant Surveys
2.2 Index Framework
RSLI has four building block indices that measure growth,
speed and cost efficiency, platform merchant experience and
customer experience.
They are identified to ensure a comprehensive performance
assessment from both business and customer experience
side. RSLI’s blocks are:
1) Growth and Scale Index: Measures the shipment volume &
growth in the quarter
2) Speed and Cost Efficiency Index: Measures the total reach
& cost efficiency for forward and reverse logistics
3) Merchant Experience Index: Measures the seller partner
experience in forward and reverse logistics
4) Customer Experience Index: Measures the overall
customer satisfaction through the various stages of the
delivery process
Collectively, the RSLI indices have 15 parameter elements
that we measured for all the platforms. For detailed approach
and methodology for RSLI indexing, refer appendix 6.2 of the
report.
17RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
19. Horizontal platforms have outperformed on RSLI followed by
Hyperlocal and Verticals. Their lead has been driven by their
scale of operations and the steep growth rate observed during
COVID recovery. Horizontals led the index primarily due to
their 100%+ growth in shipment volume in Q2 over Q1 in FY21,
driven by the pent up demand due to the COVID lockdown.
The average score of all sectors on RSLI is 65. Emerging
eCommerce sectors like Omnichannel scored lowest on RSLI.
The sector was still in In a recovery mode in Q2FY21. Smaller
scale of operations (in terms of shipment volume) and less
than 50% shipment growth in the quarter led to its low score.
However, customer satisfaction of logistics experience has
been highest for Omnichannel platforms, mostly due to the
faster fulfillment of orders (largely electronics) from their local
stores.
Horizontal platforms lead in growth and scale Index, primarily due
to hyper growth owing to the pent up demand and high shipment
volume, as compared to other sectors. However, Omnichannel retailers
did well on speed and cost efficiency index due to low fulfillment cost
Growth and Scale Index
Speed and Cost Efficiency Index
Merchant Experience Index1
Customer Experience Index
RedSeer Shadowfax Logistics Index (RSLI) Score
Q2-FY21, Scale: 0 to 100, N1
=5000+
Exhibit 3A
Hyperlocal
Vertical
Horizontal
Omnichannel
D2C
eB2B
86
66
56
56
67
58
Logistics
Index Score
31
12
5
13
13
6
9
8
18
13
10
11
19
18
17
19
28
28
32
30
27
21
Avg. 65
Note(s): 1) Merchant Index not applicable for Omnichannel & D2C retailers and the weightage of merchant index has been adjusted accordingly;
2) Customer surveys=4300+; Merchant surveys: 1200+; Expert discussions: 30+; 3) The numbers might not add to total RSLI score due to rounding off
Source(s): Customer surveys, merchant surveys, expert discussions and RedSeer Analysis
19RedSeer Shadowfax Logistics Index - Quarter 2 - FY21
20. Despite leading in the overall RSLI index, the Horizontal sector
scored average in performance and efficiency. The sector also
has low network efficiency (high fulfilment costs). Vertical
sector performance in the quarter, barring customer experience,
has been average on growth, performance & efficiency, and
merchant experience. Their excellent performance on customer
experience is mostly due to high customer satisfaction across
platform value propositions . eB2B as a sector overall saw very
good seller satisfaction as most of the sellers were using the
platform for the first time and did not have much online selling
experience to benchmark with.
How to read the index?
The index score is on the scale of 0-100 and
represents relative performance of eCommerce
verticals. A higher platform score (90+) signifies
absolute outlier beating averages while a clustered
score signifies distributed green shoots and a lower
standard deviation in performance.
Exhibit 3B
Horizontal Retailers
D2C Brands eB2B PlatformsVertical Retailers
Omnichannel Retailers Hyperlocal Retailers
0 25 50 75 100
Merchant
Experience Index
Customer
Experience Index
Growth and
Scale Index
Speed and Cost
Efficiency Index
RedSeer Shadowfax Logistics Index (RSLI) Score
Q2-FY21, Scale: 0 to 100, N1
=5000+
RSLI Sector Leaders
Q2’ FY21
Note(s): 1) Merchant Index not applicable for Omnichannel & D2C retailers
Source(s): Customer surveys, Merchant surveys, Expert discussions and RedSeer Analysis
Note: Amazon and Flipkart were fairly close on the index across all parameters and are the overall leaders in terms of index scores but Amazon came
out slightly ahead due to a stronger performance around delivery times and NPS.
Horizontal
Retailers
Vertical
Retailers
Omnichannel
Retailers
D2C
Brands
FoodTech
(Hyperlocal)
eGrocery
(Hyperlocal)
eB2B
Retailers
20RedSeer Shadowfax Logistics Index - Quarter 2 - FY21