eCommerce, Clearly

Core Commerce Labs LLP

eCommerce, Clearly is where I break down eCommerce reports, trends, and data — and explain what they actually mean for founders and operators. Most insights sound smart… but aren't actionable. Every episode, I cut through the noise to give you the so what: what the latest data, reports, and market shifts mean for how you build, scale, and make decisions. If you're building, scaling, or thinking about starting in eCommerce — especially in India's fast-moving market — this is for you. New episodes every week. ecombeyonddropship.substack.com

  1. há 2 dias

    eCommerce, Clearly | Episode 19: The Next 300 Million, Quick Commerce & India’s Changing Ecommerce Playbook

    India’s ecommerce ecosystem is changing fast — from the next 300 million consumers and the rise of Bharat Commerce to quick commerce becoming a full-fledged shopping and discovery channel. In Episode 19 of eCommerce, Clearly, we unpack some of the biggest shifts shaping Indian ecommerce in 2026. We start with the growing Bharat Commerce opportunity, including the thesis that India’s next 300 million consumers could reshape ecommerce economics through lower AOVs, higher volumes and value-led consumption. Then, we talk about how EcomBeyondDropship (EBD) is evolving from an ecommerce media platform into a broader ecosystem across media, education, services, consulting and community — including the new EBD Stack and Choose Your Path. We also dive into the massive festive ecommerce 2026 build-up, with Amazon and Flipkart expanding fulfilment, logistics and quick-commerce infrastructure ahead of India's biggest shopping season. Then comes one of the most interesting shifts: quick commerce and festive shopping. Ganpati is already becoming a digital storefront, with quick-commerce and ecommerce platforms merchandising products around occasions — from puja essentials, flowers and décor to sweets, gifting and festive food. What does this tell us about the future of ecommerce UX? We discuss the shift from product discovery to occasion-led discovery, and why ecommerce UI/UX is increasingly becoming a demand-generation and merchandising tool. We also explore: Amazon’s expansion of Amazon NowFlipkart Minutes’ rapid expansion across IndiaThe growing competition between Amazon, Flipkart and quick-commerce platformsFlipkart’s move into micro-dramas and content-to-commerceWhy ecommerce platforms are increasingly competing for consumer attention, not just transactionsHow India’s next ecommerce wave could be shaped by value commerce and Tier-2/Tier-3 consumersIndia’s new Consumer Protection (E-Commerce) Amendment Rules, 2026What the new rules mean for sponsored listings, search rankings, price transparency, dark patterns and ecommerce platforms The bigger question behind all of this: Is Indian ecommerce moving from simply selling products online to building entire consumer ecosystems around discovery, convenience, content, occasions and community? Learn more about EcomBeyondDropship — the smarter side of ecommerce:EcomBeyondDropship Explore the EBD ecosystem, including EBD Stack, Choose Your Path, Media, Education, Services, Consulting and Community. Bharat Commerce / Next 300 MillionETRetail — Bharat Commerce could hit $80–90 billion as the next 300 million consumers reshape ecommerce economics India Ecommerce Market / Connected CommerceBCG — $300 Billion Connected Commerce: How clicks and bricks are defining the future of India’s ecommerce India’s $80B Online Retail Market & Value CommerceRedseer — Speed in Metro, Scale in Bharat: India’s $80B Online Retail Story Amazon — Festive Season HiringAmazon India — 160,000 seasonal work opportunities for the festive season Amazon — Operations & Amazon Now ExpansionAmazon India — 20 new fulfilment centres and 150 new delivery stations Amazon Now — 100+ Urban Fulfilment CentresAmazon India — Amazon Now expansion and broader product selection delivered in minutes Flipkart Minutes — 150+ Cities & 1,200 Micro-Fulfilment CentresFlipkart Stories — Flipkart Minutes marks two years with 4X growth Flipkart & Micro-DramasMoneycontrol — Flipkart’s move into micro-dramas and content-to-commerce Quick Commerce & Festive ShoppingEconomic Times — Quick commerce reshapes festive shopping with idols, sweets and puja essentials Quick Commerce & Festive InventoryInc42 — Inside Dark Store Festive Stock-Up Strategy Amazon India — Festive Shopping / Great Indian FestivalAmazon India — Great Indian Festival New Ecommerce Rules 2026Government of India / PIB — Consumer Protection (E-Commerce) Amendment Rules, 2026

  2. 10 de set.

    eCommerce, Clearly | Episode 18: Why Indian D2C Brands Are Becoming Our New Defaults

    Over the last year, I’ve realised something about my own buying behaviour: I’ve slowly started choosing Indian D2C brands over brands I’ve used for years. And I didn’t really plan for it to happen. From switching from Dove to Be Nude, Oral-B to Perfora, and basic lip balms to Indie Wild, to discovering DailyObjects, Mokobara, Blablie Blue, Kica Active, Kawa, Terractive, Bodai and several other homegrown Indian brands, my “default” brands have quietly changed. And it got me thinking: what does it actually mean when D2C brands move from being brands we discover on Instagram to brands we automatically choose? In this episode of eCommerce, Clearly, I talk about: • Why I’ve become more willing to experiment with Indian D2C brands• How newer brands are replacing legacy and international brands in my own buying behaviour• The journey from discovering a D2C brand to becoming a repeat customer• How D2C brands have started influencing my family’s purchase decisions too• Why Instagram and social media have completely changed brand discovery• How Indian D2C brands are competing on product, branding, design, experience and community• What this shift says about Make in India and the growth of India’s D2C ecosystem• And why the biggest sign of D2C success might not be how many brands are launching—but how many are becoming our new defaults. Because ultimately, the goal isn't: “Please buy Indian.” It’s: “You have choices. And we’re one of the best ones.” And maybe that’s when an Indian D2C brand has truly made it. When you stop thinking of it as a “small Indian brand” and simply think: “This is the brand I use.” I’ve recently partnered with Creascale AI, a platform helping e-commerce brands create and scale their creative output using AI. If you’re building or growing an e-commerce brand and constantly working on creatives, ads and content, check them out. Use my code AMB_5D10C4F4 when you sign up to get 5% off your first month. 🔗 Creascale AI: https://creascale.ai/?utm_source=ambassador&utm_medium=creator&utm_content=amb_5d10c4f4 If you’ve also switched from some of your old favourite brands to newer Indian D2C brands, I’d love to know what those switches have been. Until then, keep observing. And clearly, keep questioning your defaults. #eCommerceClearly #IndianD2C #D2CBrands #IndianBrands #IndianStartups #MakeInIndia #D2CIndia #eCommerce #eCommerceIndia #ConsumerBehaviour #HomegrownBrands #IndianEntrepreneurs

  3. 3 de set.

    eCommerce, Clearly | Episode 17: The State of Indian Ecommerce in 2026: Quick Commerce, D2C & the $345B Opportunity

    There is a LOT happening in Indian ecommerce right now. Quick commerce is moving beyond groceries. Festive shopping is changing. Beauty and personal care is becoming a $42 billion opportunity. Tier-II and Tier-III cities are driving a growing share of D2C demand. And a new Infisum report projects India's ecommerce market could grow from $125 billion in 2024 to $345 billion by 2030. So in Episode 17 of eCommerce, Clearly, I’m taking a step back from individual headlines and connecting the dots across the Indian ecommerce ecosystem. We look at: • Why quick commerce could drive 45–50% of incremental e-retail growth through 2030• How Rakhi shopping shows that quick commerce is expanding far beyond groceries• What Independence Day ecommerce sales tell us about changing consumer demand• Why marketplaces, D2C and quick commerce are increasingly competing for the same consumer• India's $42 billion beauty and personal care market opportunity• Why Tier-II and Tier-III India could be the next major growth engine for ecommerce and D2C brands• Why launching a brand is becoming easier — but scaling one profitably is getting harder• What the latest quick-commerce profitability numbers tell us about the industry's next phase• Why RTO, COD and logistics could become increasingly important to ecommerce profitability• And why the next phase of Indian ecommerce may be less about GMV and more about unit economics, retention and sustainable growth The big question we're exploring is: If India really does become a $345 billion ecommerce market by 2030, what will the winning ecommerce company of 2030 actually look like? Is it a marketplace brand? A D2C brand? A quick-commerce-first brand? A creator-led brand? Or something that doesn't fit neatly into any of those categories? This episode is for ecommerce founders, D2C brands, marketplace sellers, quick-commerce operators, marketers, retailers, entrepreneurs and anyone interested in the future of ecommerce in India. Sources Mentioned: Business Standard / Infisum — India's ecommerce market to nearly triple to $345 billion by 2030Read the Business Standard report Fortune India — India's quick-commerce boom has now hit its profitability momentRead the Fortune India article ET Retail / Aditya Birla Capital — India's beauty & personal care market to $42 billion by FY31Read the ET Retail article BW Disrupt — India’s beauty & personal care market set for $42 billion scale-up by FY31Read the BW Disrupt article Unicommerce — Quick Commerce Festive Season Report 2026Read the Unicommerce report ClickPost — The 90-Day RTO Reduction PlaybookRead the ClickPost RTO playbook eCommerce, Clearly is a podcast about ecommerce, D2C, marketplaces, quick commerce, consumer behaviour, digital retail and the trends shaping India's online commerce ecosystem. Indian ecommerce 2026, ecommerce India, Indian ecommerce market, ecommerce trends India, ecommerce market 2030, $345 billion ecommerce India, quick commerce India, quick commerce profitability, D2C India, D2C brands India, ecommerce profitability, ecommerce unit economics, RTO India, COD vs prepaid, ecommerce returns, Tier 2 Tier 3 ecommerce India, beauty ecommerce India, beauty and personal care India, ecommerce festive sales, Rakhi ecommerce sales, Independence Day ecommerce sales, marketplace ecommerce India, quick commerce trends 2026, Indian consumer, online shopping India

  4. 26 de ago.

    eCommerce, Clearly | Episode 16: India’s Health & Wellness Boom — Supplements, D2C & Quick Commerce

    India’s health & wellness market is changing fast — and it’s becoming one of the most interesting categories in Indian e-commerce. In Episode 16 of eCommerce, Clearly, I break down what’s happening across the health & wellness ecosystem — from supplements, protein and functional foods to quick commerce, D2C, offline retail and the growing interest from FMCG giants. We look at: → How India’s health & wellness category evolved→ Why health & wellness is not one single market→ How consumer buying behaviour is shifting from planned to unplanned purchases→ Why quick commerce is changing the way supplements and wellness products are bought→ Marketplace vs quick commerce vs D2C: what role does each channel play?→ Why FMCG giants are acquiring D2C wellness brands→ What this means for founders building in the category→ Where I see the biggest opportunities in Indian health & wellness Having worked with several brands in this category, this is also a category that has made me significantly more optimistic about the future of Indian e-commerce. If you're building a health & wellness brand, working in consumer, or simply want to understand where India's wellness market is headed, this episode is for you. We also turned this research into EBD Deep Dive #004: The Health & Wellness Reset — our detailed look at the market, brands, channels, consumer shifts and opportunities. Read the full deep dive:EBD Deep Dive #004 — The Health & Wellness Reset India health and wellness market, health and wellness India, Indian supplements market, health supplements India, nutraceuticals India, protein market India, D2C brands India, wellness D2C brands, quick commerce India, quick commerce supplements, Blinkit wellness, Zepto wellness, Indian e-commerce, ecommerce India, FMCG acquisitions, health and wellness startups, functional foods India, consumer brands India, Indian consumer market, eCommerce Clearly, Veddika Agrawaal, health wellness business India

  5. 20 de ago.

    eCommerce, Clearly | Episode 15: Are Indian D2C Brands Being Built to Sell or to Last?

    Are Indian D2C brands being built to sell, or are founders building them to last? In Episode 15 of eCommerce, Clearly, we look at one of the most interesting shifts happening in India's D2C and consumer ecosystem: the growing wave of acquisitions and strategic investments by large FMCG, consumer and retail companies. From HUL acquiring Minimalist, Marico investing in Cosmix and building its digital-first portfolio, USV acquiring Wellbeing Nutrition, ITC investing in new-age consumer brands, to Wipro Consumer Care acquiring 60% of Dermatouch, the pattern is becoming increasingly difficult to ignore. But what are these companies actually buying? Is it the product? The revenue? The distribution? The brand? The consumer? The innovation? Or, perhaps most importantly, consumer relevance and speed? Large FMCG companies already have capital, manufacturing, distribution and scale. New-age D2C brands, meanwhile, are often closer to younger consumers, faster at experimenting and better positioned to identify emerging categories and changing consumer preferences. Recent data shows that acquired digital-first brands generated more than ₹2,000 crore in combined revenue in FY26, highlighting how strategically important these businesses are becoming to their larger parent companies. But this raises a much bigger question for founders: Are we building D2C brands because we genuinely want to build them for the next 20–30 years? Or are we, consciously or unconsciously, building businesses that we hope will eventually become attractive acquisition targets? In this episode, we unpack the economics, strategy and psychology behind D2C acquisitions in India — and the very different meanings of building to sell vs. building to last. Because an acquisition isn't necessarily an ending. It can mean financial freedom, a new chapter for the founder, or access to the capital and distribution needed to take a brand much further. But what happens when the exit itself becomes the definition of success? What are founders actually building for? Keywords: Indian D2C brands, D2C acquisitions India, D2C brands being acquired, FMCG acquisitions India, FMCG D2C acquisitions, Indian consumer brands, digital first brands India, D2C startup exits, Indian startup acquisitions, D2C investment India, FMCG investment in D2C, HUL Minimalist acquisition, Marico Cosmix acquisition, Wellbeing Nutrition acquisition, Wipro Consumer Care Dermatouch, Indian e-commerce, Indian ecommerce trends 2026, D2C business model India, consumer brands India, new age consumer brands, Gen Z consumer brands, beauty brands India, skincare brands India, wellness brands India, nutrition brands India, startup exits India, founder exits, building a D2C brand, D2C profitability, Indian FMCG industry, consumer business India, ecommerce podcast India.

  6. 13 de ago.

    eCommerce, Clearly | Episode 14: India Isn’t Shopping More. It’s Shopping Differently.

    India isn't just shopping more. It's shopping differently. In Episode 14 of eCommerce, Clearly, I unpack what India's changing consumer behaviour means for ecommerce, D2C brands, online shopping, marketplaces and quick commerce. This episode is inspired by the FICCI–Deloitte report, "Consumer Trends IGNITEing Growth and Governance" (August 2026). Rather than simply summarising the report, I connect its consumer insights to everyday shopping behaviour—and to what I believe ecommerce brands need to prepare for next. We talk about: • Why consumers no longer think in terms of channels—and instead shop around their needs and missions • How quick commerce has changed our expectations around convenience and delivery • Why Indian consumers are moving from planned shopping to more frequent, need-based purchases • How Blinkit and other quick-commerce platforms are becoming discovery platforms, not just fulfilment channels • My own experience discovering Indian D2C body-care brand Nuede on Blinkit—and why I've had similar experiences with snack brands • Why food, beauty, personal care, health and wellness are moving rapidly online • How AI is changing product discovery, research and the beginning of the shopping journey • Why consumers are willing to use AI for recommendations but aren't quite ready to let AI make every purchase decision • What all of this means for D2C founders, ecommerce brands and retailers in India • Why the next generation of winning brands may be the ones that understand consumers—not simply the ones with the biggest budgets One of the biggest ideas from the episode is simple: Ecommerce isn't changing India anymore. India is changing ecommerce. As Indian consumers become more informed, less channel-loyal, more convenience-driven and increasingly AI-assisted, the way brands think about discovery, distribution, digital shelves and customer journeys has to change too. FICCI × Deloitte — Consumer Trends IGNITEing Growth and Governance, August 2026: eCommerce, Clearly is a podcast about ecommerce, D2C, marketplaces, quick commerce, consumer behaviour, digital retail and the trends shaping India's online commerce ecosystem. Hosted by Veddika Agrawaal. #ecommerce #ecommerceindia #quickcommerce #d2c #consumerbehaviour #onlineshopping #indianconsumer #ecommercetrends #digitalcommerce #AIshopping

  7. 6 de ago.

    eCommerce, Clearly | Episode 13: The Ultimate Festive Sale Checklist for Amazon & D2C Sellers (2026 Guide)

    If you're an Amazon seller, D2C founder, marketplace manager or eCommerce operator, this is one episode you don't want to miss. In Episode 13 of eCommerce, Clearly, we break down the latest June 2026 Unicommerce Monthly Benchmarks Report and turn those insights into a practical festive season preparation guide for Indian eCommerce brands. Instead of simply discussing industry numbers, we focus on what every seller should do before the Independence Day, Raksha Bandhan, Onam, Navratri, Dussehra and Diwali sale season begins. In this episode, you'll learn: What the latest June 2026 eCommerce benchmarks reveal about D2C and marketplace growthWhy prepaid orders are increasing and how to reduce RTO during festive salesInventory forecasting strategies to avoid stockoutsPricing mistakes that can cost brands lakhs during sale eventsAmazon deal submission deadlines and pricing safeguardsHow to optimise your product listings with festive and category-specific keywordsMargin calculations every seller should complete before offering discountsMarketplace and D2C marketing preparation tipsCustomer support strategies to improve retention during peak seasonWarehouse, operations and fulfilment checks before sale eventsThe complete festive season readiness checklist for Indian sellersWhether you sell on Amazon, Flipkart, Myntra, Meesho, Shopify, WooCommerce or your own D2C website, this episode will help you prepare your business—not just your discounts—for India's biggest shopping season. Resources mentioned in this episode: • Unicommerce Monthly eCommerce Benchmarks – June 2026 Report:June 2026 Monthly eCommerce Benchmarks Report Indian eCommerce, Amazon seller India, D2C India, festive sale checklist, Amazon festive sale preparation, Flipkart Big Billion Days preparation, Diwali sale planning, Independence Day sale, ecommerce operations, inventory planning, pricing strategy, Amazon deals, marketplace selling, warehouse management, product listing optimisation, RTO reduction, prepaid orders, customer returns, ecommerce podcast, Indian retail, online selling India, seller tips, ecommerce growth, Unicommerce, festive season strategy, seller operations, Shopify India, marketplace management eCommerce, Amazon, D2C, Retail, Business, Startups, Entrepreneurship, Marketplace, Shopify, India, Logistics, Operations, Marketing, Inventory, Pricing, Customer Experience

  8. 30 de jul.

    eCommerce, Clearly | Episode 12: Why Quick Commerce is Becoming the Operating System for Beauty Brands | Redseer Brand Index Explained

    India's Beauty & Personal Care (BPC) market is projected to grow from $26 billion to $40 billion over the next five years, but the biggest story isn't market growth—it's how Quick Commerce is changing the rules of brand building. According to Redseer's latest Brand Index, Quick Commerce could account for 1 in every 10 beauty purchases by FY31, making Blinkit, Zepto and Swiggy Instamart some of the most important shelves in Indian retail. In Episode 12 of eCommerce, Clearly, I break down the Redseer Brand Index and explain what beauty founders, D2C brands, marketers and eCommerce operators can learn from it. Instead of simply summarising the report, we unpack the playbook behind the data: Why Quick Commerce is becoming the operating system for beauty brandsWhy replenishment categories outperform discovery categoriesThe importance of building a hero SKU before expanding your catalogueHow premium and masstige products are winning on Quick CommerceWhy channel-specific assortment matters more than everThe difference between winning on marketplaces, D2C and Quick CommerceThe two routes to success: Digitally Native Brands vs Legacy BrandsHow Quick Commerce is becoming a live innovation and testing platformWhether you're building a skincare brand, haircare company, cosmetics startup, FMCG business or simply interested in India's evolving eCommerce landscape, this episode will help you understand where the industry is heading and what brands need to do to stay ahead. Listen if you're interested in: Beauty eCommerce in IndiaQuick Commerce StrategyBlinkit, Zepto & Swiggy InstamartD2C Brand BuildingBeauty Brand StrategyFMCG GrowthConsumer BehaviourOmnichannel CommerceHero SKUsPremiumisationIndian Startup EcosystemeCommerce Growth Strategy Link to the mentioned report: The Redseer Brand Index If you enjoyed this episode, don't forget to follow eCommerce, Clearly for weekly deep dives into India's eCommerce, D2C, Quick Commerce and retail ecosystem. Quick Commerce, Beauty eCommerce India, Beauty Brand Strategy, Redseer Brand Index, Blinkit, Zepto, Swiggy Instamart, Beauty Industry India, D2C Beauty Brands, Hero SKU, Premiumisation, Consumer Behaviour, eCommerce Podcast, FMCG India, Omnichannel Retail, Beauty Startup, Indian eCommerce, Brand Building, Marketplace Strategy, Quick Commerce Strategy, Beauty Marketing, Retail Trends, eCommerce Clearly, Vedika Agrawal, EcomBeyondDropship.

Sobre

eCommerce, Clearly is where I break down eCommerce reports, trends, and data — and explain what they actually mean for founders and operators. Most insights sound smart… but aren't actionable. Every episode, I cut through the noise to give you the so what: what the latest data, reports, and market shifts mean for how you build, scale, and make decisions. If you're building, scaling, or thinking about starting in eCommerce — especially in India's fast-moving market — this is for you. New episodes every week. ecombeyonddropship.substack.com