Swiggy Versus Zomato - Sizing Up The Giants: Motilal Oswal

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.We analyze key metrics from Swiggy’s recently filed draft red herring prospectus and compare them with those of Zomato Ltd. A cursory glance through the numbers indicates that Zomato now has market leadership in food delivery and quick commerce, the two key battleground areas for the players. While Zomato is undeniably Primus inter pares, the war for the wallet share of the urban affluent consumer has just begun, and it is too early to call the game. Zomato has been gaining market share in food delivery, but on the basis of gross order value/monthly transacting user, Swiggy’s cohorts appear more mature and stickier. In quick commerce, despite Swiggy’s Instamart inventing the category, Blinkit has taken an early lead and Zepto continues to execute well. However, the market is nascent, and enough avenues exist to differentiate on stock keeping units and strategy, making it too early to declare winners (or losers)..Swiggy’s approach of an integrated app offering versus Zomato’s multi-app approach (both at the back and the front end) helps it innovate faster (Instamart was born out of a similar synergy); Swiggy could again be at the forefront of food delivery innovation through Bolt, its 10-minute food delivery platform..Click on the attachment to read the full report:.Tata Motors' JLR Q2 Wholesales Down 10% YoY Due To Supply Constraints: Motilal Oswal.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Swiggy Versus Zomato - Sizing Up The Giants: Motilal Oswal

Swiggy currently lags Zomato on key metrics, but its innovation DNA and possible improvement in execution could unlock massive value, says the brokerage.

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Swiggy Versus Zomato - Sizing Up The Giants: Motilal Oswal

Swiggy currently lags Zomato on key metrics, but its innovation DNA and possible improvement in execution could unlock massive value, says the brokerage.

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