Why is this a Quick Commerce category and not e-commerce or offline-first?

What’s the right to exist for a vertical player - why won’t horizontal platforms win here?

Does this category demand a unique buying experience?

And finally - how do the unit economics scale to a large outcome?

In this episode of Interstellar, Rahul Chowdhri and Mayank Jain unpack India’s Vertical Quick Commerce opportunity, breaking it down across Fashion, Baby & Kids, and Beauty using this framework.

Reach Mayank Jain:

X: https://x.com/jainmayank_943

LinkedIn: https://www.linkedin.com/in/mayankjain943/

Reach Rahul Chowdhri:

X: https://x.com/rchowdhri

LinkedIn: https://www.linkedin.com/in/rahulchowdhri/

In this episode, we cover:

(00:00 ): Coming Up

(01:21 ): Introduction

(02:03 ): Framework to evaluate Vertical Quick Commerce

(02:45 ): Is this a Quick Commerce category?

(03:56 ): Why will horizontal platforms not win?

(05:03 ): Will the economics work out?

(06:11 ): Does the category demand a unique buying experience?

(08:05 ): Fashion category deep dive (need for quick commerce)

(09:17 ): Value proposition for Fashion Quick Commerce over E-commerce

(11:02 ): Trade-offs between Quick Commerce & E-commerce

(14:33 ): At home try-and-buy experience

(16:07 ): How will economics work?

(19:24 ): Competing against Myntra

(21:27 ): Building a GenZ-focused fashion quick commerce

(23:40 ): Areas founders should focus on

(26:55 ): Baby & Kids category deep dive (need for quick commerce)

(30:01 ): Why not offline for Kids apparel?

(31:57 ): Competing against Firstcry

(33:23 ): Private label economics in apparel

(35:36 ): Customer spend & market expansion

(36:30 ): Why not horizontals for Kids consumables?

(37:53 ): Beauty category deep dive (need for quick commerce)

(40:59 ): Differentiated buying experience in beauty

(41:31 ): Economics in beauty category

(42:42 ): Frequency of buying in beauty category

(43:37 ): Conclusion & other promising categories

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Visit our website at www.stellarisvp.com