CLSA, in its latest weekly consumer and digital activity update for the week of 15 December, reported sharp movements across quick commerce, food delivery and e-commerce platforms. The brokerage highlighted that Zepto recorded the highest week-on-week increase in weekly active users (WAUs), adding 1.2 million users, ahead of Blinkit and Jiomart, which each gained around 0.4 million WAUs.
Swiggy Instamart and BigBasket added 0.3 million weekly users each, while Blinkit topped download charts for the week with 1.6 million installs, compared to 1 million for Swiggy Instamart and 0.5 million for Zepto.
In food delivery, CLSA noted that Zomato’s WAUs declined marginally, whereas Swiggy saw a meaningful 1.3 million increase, suggesting stronger engagement trends on Swiggy during the week.
Among beauty and personal care platforms, all major players saw slight declines in weekly active users. In broader e-commerce, Flipkart posted a sharp 4.2 million week-on-week drop in WAUs, Meesho remained flat, and Amazon recorded a 2.4 million increase, indicating diverging platform momentum as year-end seasonality sets in.
The brokerage said these weekly indicators offer useful early signals on consumption strength, user engagement and competitive shifts across India’s online ecosystems.
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