E COMMERCE
Flipkart-Netflix deal signals new era of content-commerce partnerships
E-commerce and streaming platforms are merging to boost customer loyalty and transactions. Flipkart and Netflix launched India's first e-commerce and streaming platform partnership. Eligible Flipkart Plus members receive a Netflix Mobile Plan after qualifying purchases. This initiative rewards loyal shoppers and increases platform engagement. This trend signals a shift towards engagement-led ecosystems in India.
Zomato Hyperpure leases 3.5 lakh sq ft warehouse in Chennai
Zomato's Hyperpure secured over 3.5 lakh sq ft of warehousing space in Chennai. This long-term lease spans nine years and involves two phases of occupancy. The company will pay a monthly rental of Rs 87.46 lakh for the Hiranandani Industrial Park facility. This expansion strengthens Hyperpure's supply chain and distribution network in southern India. The deal highlights continued demand for logistics facilities driven by quick commerce.
Flipkart partners Netflix to offer mobile plan as loyalty reward
Flipkart and Netflix have partnered to offer a free monthly Netflix Mobile Plan. This benefit is available to Flipkart Plus members completing four qualifying orders. The new loyalty program begins on August 1st and requires monthly re-earning. Customers not yet Plus members can become eligible through consistent shopping habits. This collaboration marks Netflix's first e-commerce partnership in India.
Amazon, Flipkart slash fees as battle for smaller cities intensifies
E-commerce giants Amazon and Flipkart are cutting seller fees to expand into smaller Indian cities. This strategy aims to attract more sellers and offer affordable products to consumers. Lower commissions reduce operating costs for merchants, enabling competitive pricing for buyers. Online shopping is rapidly growing in tier two and smaller markets across India. This shift focuses on capturing new customers from non-metro regions for future growth.
US stocks: Amazon beats estimates for quarterly cloud revenue growth
Amazon Web Services cloud revenue surged significantly, surpassing market forecasts. This strong performance was fueled by increased enterprise artificial intelligence spending. Rivals Microsoft and Alphabet's Google also reported solid cloud revenue growth. Amazon's e-commerce business saw increased activity during its Prime Day event. The company's investments in AI infrastructure are now showing clear returns.
FSSAI suspends licence of Dior Pharmaceuticals for violations at nutraceutical plant
The FSSAI has suspended Dior Pharmaceuticals' license due to serious violations. The nutraceutical factory operated with severely deficient good manufacturing practices. These deficiencies posed a significant risk to public health and safety. The company failed to ensure product safety, quality, and traceability. All operations must cease until compliance is fully established.
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L'Oreal says India growth accelerates in H1 2026, driven by haircare and skincare
L'Oreal India's business accelerated in the first half of 2026. Strong growth was seen in haircare and skincare segments across the region. The company plans a majority stake acquisition in Innovist to expand its reach. E-commerce remained a significant growth driver, especially within India. This strategic move will bolster L'Oreal's presence in the Indian beauty market.
Hershey to focus on top six cities, exit general trade in non metros
Hershey India is pivoting away from general trade in non-metro areas, focusing its efforts instead on the premium urban markets of six major cities. This strategic realignment emphasizes investment in modern trade and digital channels to enhance financial performance. The company's goal is to leverage India's largest urban centers and digital landscape for optimal growth and profitability.
Premium takes priority in ecommerce carts this festive season
There is a 20-25% year-on-year rise in festive order volumes for premium products, while mass-segment orders are either flat or up marginally. Notably, orders for entry- and mid-segment smartphones declined slightly, while televisions and entry-level appliances posted 4-5% growth.
Trials of country's first Vande Bharat Freight rake begins in Kota
Technical trials for India's first Vande Bharat Freight EMU began this week. This superfast parcel rake is undergoing extensive testing on the Kota-Nagda-Sawai Madhopur rail section. The 16-coach prototype, developed by ICF Chennai, will be tested for nearly a month. Various speed and operating conditions are being evaluated during these crucial trials. This technology aims to revolutionize e-commerce and time-bound freight transport across the nation.
L'Oreal says India growth accelerates in H1 2026, driven by haircare and skincare
L'Oreal India's business accelerated in the first half of 2026. Strong growth was seen in haircare and skincare segments across the region. The company plans a majority stake acquisition in Innovist to expand its presence. This move will add local brands catering to Indian consumer needs. Globally, L'Oreal reported significant sales growth in the first half.
Amazon Web Services India net profit jumps over 10-fold to Rs 242 cr in FY26
In FY26, Amazon Web Services India experienced a remarkable increase in its consolidated net profit, soaring over tenfold to reach Rs 242.8 crore, while consolidated revenue from operations also experienced a growth of about 21 percent, hitting Rs 20,225.6 crore. However, the standalone net profit faced a downturn of approximately 14 percent, despite a standalone revenue increase of 21.4 percent, totaling Rs 20,225.6 crore.
Swiggy shares jump 8%, rally 15% in 3 days. What's boosting investor sentiment?
Swiggy shares climbed significantly, extending recent gains for a third consecutive session. Nandita Sinha, former Myntra CEO, now leads Swiggy's Instamart business.This appointment occurs amid intense competition in India's quick commerce sector. Meanwhile, Zepto is reportedly negotiating its IPO pricing at a lower valuation.The company may defer its listing if valuation targets are not met.
UPI now accepted for online Burj Khalifa bookings before Indians arrive in Dubai; first for UAE attraction
Indian travellers can now book Burj Khalifa tickets online using UPI. This integration makes the Dubai attraction the first in the UAE to accept UPI for e-commerce. The move expands UPI's reach beyond in-store payments to online travel bookings. It allows Indian visitors to complete purchases before their travel to the UAE. This partnership strengthens cross-border payment options for Indian travellers.
Flipkart ordered to pay Rs 38,000 after buyer finds mobile phone warranty started eight months before delivery
A Kerala consumer commission has ordered Flipkart to pay Rs 38,990 to a Kannur woman after finding that the Xiaomi phone delivered to her in March 2023 carried a warranty start date of July 2022, eight months before she received it. The commission ruled Flipkart had sold a previously used, defective phone as new and rejected its claim that it was merely an intermediary.
AI race redraws Asian air cargo, replacing ecommerce as growth engine
Global air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import rules. Korean Air reports AI cargo now drives its main growth engine. Airlines are adapting to handle delicate and high-value AI hardware. Strong cargo demand is expected to continue through late 2026.
Nykaa appoints ex-Instamart COO Ankit Jain to lead quick commerce business
Ankit Jain has taken the helm of Nykaa Now, the company’s quick delivery service, in a bold strategic move. Nykaa intends to broaden its 30-minute beauty delivery service to cater to all high-demand locations by the end of FY30. Currently active in thirteen cities, Nykaa Now is also upgrading its next-day and hyperlocal delivery capabilities. This initiative underscores the rising emphasis on vertical quick commerce across various sectors.
Swiggy Instamart ropes in ex-Myntra boss Nandita Sinha as q-comm battle heats up
Myntra's former CEO Nandita Sinha will lead Swiggy's Instamart quick commerce business from August 3. She replaces Amitesh Kumar Jha, who resigned on July 28 for other opportunities. Sinha previously led fashion e-commerce platform Myntra since 2022. This leadership change occurs as the quick commerce sector faces intense competition. Rivals are investing heavily to capture market share in online groceries.
eXport boost for eCommerce
The Indian government has opened the doors for foreign investment in inventory-based e-commerce specifically for exports. This initiative aims to boost the e-commerce export share of the nation significantly. Currently, Indian MSMEs export goods worth less than one thousand dollars through this channel.
Global markets: Shein will struggle to justify up to $50 billion Hong Kong IPO valuation
While the quarterly loss partly reflected a $328 million fair-value charge on convertible redeemable preferred shares following an accounting change, slowing revenue growth and weaker core earnings underscore the company's mounting challenges.
Two Trades for Today: A leading NBFC for a 5.95% upmove, a mid-cap e-commerce platform stock for an almost 7% rise
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
Shein will struggle to justify $40-50 billion Hong Kong IPO valuation
Revenue rose 8% to $41.8 billion in 2025, but net income fell 39% to $2.06 billion. In the first quarter of this year, the fast fashion retailer swung to a $99 million loss, the filing showed. While the quarterly loss partly reflected a $328 million fair-value charge on convertible redeemable preferred shares following an accounting change, slowing revenue growth and weaker core earnings underscore the company's mounting challenges.
Shein flags tariff hits after posting quarterly loss ahead of Hong Kong IPO
The retailer won approval from the China Securities Regulatory Commission for its Hong Kong listing on July 10, clearing the way for a listing after failed attempts in New York and London.
FSSAI penalises Sopan Restaurant for sub-standard pantry car food on Chandigarh-Dibrugarh Express
The FSSAI has penalised Sopan Restaurant for selling sub-standard food. This action followed an analysis of milk samples from a train pantry car. The food analyst declared the sample sub-standard under the Food Safety and Standards Act. An adjudication order was passed after proceedings were initiated by the designated officer. This enforcement action was recently posted on social media platforms by the regulator.
Mumbai man orders iPhone 14 but allegedly receives beard growth oil instead; Flipkart and third-party seller ordered to refund Rs 2.14 lakh
A district consumer commission ordered Flipkart and a seller to refund over two lakh rupees. The Powai resident ordered an iPhone but received beard growth oil and packing material. The commission found deficiency in service and unfair trade practices by the e-commerce platform. Flipkart and the seller failed to resolve the issue after multiple complaints were lodged. Apple India was dismissed from the case as the dispute was not product-related.
Flipkart partners with India Post for parcel delivery
Flipkart has partnered with the Department of Posts for parcel delivery services. This collaboration grants Flipkart access to over 1.6 lakh post offices nationwide. The agreement enables wider market reach and improved delivery efficiency. India Post will provide last-mile delivery for Flipkart shipments across all regions. Services include prepaid, COD parcels, and real-time shipment tracking.
Govt opens inventory-based e-commerce to foreign direct investment for exports only
The government has permitted foreign direct investment in an inventory-based e-commerce model. This new policy exclusively applies to the export of Indian manufactured goods. It aims to boost India's outbound shipments and global market access for sellers. The Department for Promotion of Industry and Internal Trade announced this policy review. This move will help increase India's exports without impacting small retailers.
Nike to tighten online sales in China amid 'fragmented' marketplace
Nike is restricting online sales by distributors in China. This move aims to rebuild shopper trust and sell products at full price. Key retailers will shift to in-store sales starting in January. Nike will sell products through its own digital storefronts on Tmall and Douyin. This strategy seeks to revive growth amidst declining sales and strong domestic competition.
Kyiv struck after attack on Russian e-commerce giant
Russian strikes wounded several in Ukraine's capital after Kyiv launched deadly drone attacks. These bombardments highlight Ukraine's dual challenge of facing daily Russian attacks and domestic political instability. Ukrainian drones struck e-commerce warehouses in Russia, killing eight people and causing major fires. Meanwhile, thousands gathered for a third day protesting the removal of a popular defence minister. The ongoing conflict continues to impact civilian lives and create internal political challenges.
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