What SKU-level availability can tell you about platform strategy
Availability, assortment and pricing reveal more than topline GMV alone.
Insights
What the market
is telling us.
A growing library of perspectives, category observations and research-led commentary.
Featured • market intelligence
India's consumer economy is fragmenting—and that changes how brands win.
From premiumization to quick commerce and the rise of non-metro demand, the next phase of growth requires sharper local and category intelligence.
Discuss the topic with us →Knowledge Bites
Plain-English explainers on the metrics and frameworks we use every day.
METRICS
GMV, GFV and net revenue: reading the numbers platforms report
Three numbers describe the same transactions. Mixing them up is the most common error in commerce analysis.
Read the explainer →QUICK COMMERCEDark-store economics: a framework for quick commerce unit economics
Why a dark store is a fixed-cost box, and why throughput decides whether it makes money.
Read the explainer →METHODOLOGYHow to size a market: top-down, bottom-up, and why you need both
A practical guide to producing a market size a leadership team can defend.
Read the explainer →FRAMEWORKSUnit economics for consumer internet: CAC, LTV, contribution margins
The few ratios that tell you whether growth is building value or burning it.
Read the explainer →MOBILITYReading ride-hailing marketplaces: the supply-demand loop
Why mobility platforms live and die by local liquidity, city by city.
Read the explainer →Perspectives
Short observations on where markets are moving.
How marketplace competition is evolving beyond discounts
Assortment, logistics and customer experience are becoming the new battlegrounds.
Why Tier-2 demand deserves a more granular lens
City-level averages can hide significant differences in consumer behavior.
Modern retail versus traditional channels: where the shift is happening
A practical framework for reading channel migration.
Research on demand
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