Amazon's quick-commerce monthly orders up 25%, scale gaps stay

BENGALURU: Amazon's quick commerce push in India is gaining early traction, with orders on its Amazon Now service growing about 25% month on month, chief executive Andy Jassy said during an analyst call, as the company ramps up investments in one of its fastest-growing markets.

"We continue to expand our ultrafast delivery service, Amazon Now, which offers delivery in 30 minutes or less on thousands of items. It started last year in India, where orders are increasing 25% month on month, with Prime members tripling their shopping frequency once they start using it," Jassy said on Wednesday. Despite the momentum, late entrants such as Amazon and Flipkart remain significantly behind incumbents in terms of scale and pincode reach.

A UBS note, based on channel checks for the Dec quarter of FY26, estimates Amazon Now's daily orders at around 3-4 lakhs across roughly 450 dark stores. This translates to about 700-900 orders per store per day, compared with around 1,400 for Blinkit and 1,034 for Swiggy Instamart during the same period.

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