“Quick Commerce is Our Biggest B2C Business Today”: Eternal CEO as Blinkit Surpasses Food Delivery in Q1
Eternal Ltd. has recently reported a monumental shift in its business landscape, revealing that Blinkit has overtaken traditional food delivery services in terms of Net Order Value (NOV) for the first quarter of fiscal year 2026. This remarkable achievement marks a significant milestone for the company, as Blinkit has now become its largest business-to-consumer (B2C) operation, showcasing an impressive year-over-year growth of 127%.
The rise of quick commerce, particularly through platforms like Blinkit, highlights a changing consumer preference towards instant gratification in shopping. In an age where convenience is king, Eternal Ltd. recognizes the necessity of adapting to meet the demands of a fast-paced market. The increase in NOV signifies more than just sales; it reflects a transformative shift in consumer behavior, where shoppers are increasingly opting for rapid and efficient service rather than waiting for traditional food delivery methods.
In Q1 FY26, Blinkit not only demonstrated remarkable growth but also signaled a strategic pivot within Eternal Ltd. The company has aggressively expanded its footprint in the quick commerce sector, adding 243 new Blinkit stores to its portfolio. This expansion is a clear indication of Eternal’s ambition to solidify its presence in the quick commerce arena, with plans to reach a total of 3,000 stores in the near future. The addition of these stores is crucial for enhancing customer accessibility and improving delivery times, which are key factors for success in the competitive world of quick commerce.
While the surge in revenue is a positive indicator of the company’s trajectory, it is essential to note that Eternal Ltd. has also experienced a decline in net profit during this period. This decrease can be attributed to ongoing investments aimed at scaling operations and strengthening infrastructure to support Blinkit’s rapid growth. Such investments are critical, as they not only enhance operational efficiency but also improve customer satisfaction by ensuring that orders are fulfilled quickly and accurately.
The decision to prioritize investment over immediate profit is a strategic one that many companies in the quick commerce sector are making. With the market becoming increasingly crowded, establishing a robust infrastructure and brand presence can lead to long-term profitability. Eternal Ltd. appears to be positioning itself for future success by focusing on the long-term potential of Blinkit, rather than short-term financial gains.
The success of Blinkit also exemplifies a broader trend in the retail and food delivery industries. Consumers are becoming accustomed to the idea of having goods delivered to their doorsteps in a matter of minutes rather than hours. This shift in consumer expectations is forcing traditional retailers and delivery services to adapt or risk losing their market share. As quick commerce continues to gain traction, businesses must innovate and evolve to remain relevant.
Eternal Ltd.’s emphasis on quick commerce is not just a response to current trends; it is a proactive strategy to capitalize on the growing demand for immediate service. By investing in Blinkit and expanding its store presence, the company is positioning itself to lead in a sector that is rapidly becoming a staple in the modern consumer’s life.
For those observing the retail landscape, Eternal’s strategic direction provides valuable insights. Companies that can harness the power of quick commerce stand to benefit significantly, as demonstrated by Blinkit’s 127% YoY growth. As consumer preferences shift towards immediate gratification, businesses must be prepared to adapt their offerings and operational models accordingly.
In conclusion, Eternal Ltd.’s declaration that quick commerce is its biggest B2C business today underscores the shifting dynamics of the retail sector. With Blinkit surpassing food delivery in Q1 FY26, the company is not only responding to current consumer demands but is also setting the stage for future growth. The investments made today, while impacting net profit, are fundamental to establishing a strong foundation for tomorrow.
As the market evolves, it will be interesting to observe how competitors respond to this trend and what innovations will emerge in the realm of quick commerce. The future of retail may very well hinge on the ability to provide swift, reliable, and convenient solutions for the consumer.
quick commerce, retail growth, Eternal Ltd, Blinkit, consumer behavior