Aadit Palicha, CEO of quick commerce platform Zepto, has made bold predictions for the sector in 2025, stating that the industry is set to achieve a scale comparable to e-commerce. In a LinkedIn post shared on New Year’s Eve, Palicha highlighted three major trends expected to define the year for quick commerce.
First, Palicha anticipates quick commerce to grow significantly, achieving a scale on par with traditional e-commerce. Platforms like Zepto, Swiggy Instamart, and Blinkit already witnessed exceptional growth in 2024, expanding their product offerings and integrating deeper into consumer lifestyles.
Second, he predicts a separation of “boys from the men” in the sector, emphasizing that the ability to deliver exceptional execution will be critical for survival. “It will be challenging for every single player to deliver that level of execution,” he remarked.
Finally, Palicha foresees fundamental shifts in quick commerce operations. Customer value propositions will level up rapidly, unit economics will improve, and operating leverage initiatives will redefine industry standards. He also noted that the capital markets landscape for the sector will differ significantly from 2023 and 2024.
Zepto had a remarkable 2024, raising over $1 billion in funding and achieving a valuation of $5 billion. The company recorded a 120% increase in operating revenue to ₹4,454 crore for FY24, with net losses narrowing slightly to ₹1,248.6 crore. Palicha also hinted at an IPO in the next 12-24 months.
