Threads

Most days, one edition is one day. Some stories run for weeks across dozens of editions, and reading them a day at a time hides the pattern. These are those stories, assembled.

Active Exit & Acquisition Benchmarks What D2C brands in India are actually selling for, tracked deal by deal. 17 updates · 30 Jun – 31 Aug Active Zepto's IPO Saga From a $7 Bn DRHP to a fully withdrawn IPO in five weeks, told day by day. 10 updates · 26 Jun – 1 Sep Active FSSAI's Enforcement Calendar From informal notices to prohibition orders to the first court stay, and now hygiene violations. 18 updates · 2 Jul – 7 Sep Active The Quick-Commerce Profitability Race Who's actually turning a profit in quick commerce, and what it's costing them. 7 updates · 18 Jul – 5 Aug Active The Food-Delivery Commission War Flipkart signalled entry in July, undercut everyone in August, and Swiggy just blinked. 7 updates · 25 Jul – 21 Aug Active The Pre-IPO Valuation Reality Check Five unrelated companies, the same pattern: the headline number never survives scrutiny. 15 updates · 26 Jun – 10 Sep Active The UPI MDR Countdown Every signal on whether India starts charging merchants for UPI, and what it costs D2C. 9 updates · 1 Jul – 2 Sep Active Blinkit vs Instamart, Quarter by Quarter Share, orders and burn for the two biggest dark-store networks, read side by side. 12 updates · 20 Jun – 3 Sep

Reading a thread

Every update on these threads lands in the daily brief first. Subscribe to catch it as it happens.