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What format bets are Indian retailers making right now?
Three moves dominate. Reliance is doubling down on small-format grocery with 2,500+ Smart Bazaar stores planned by FY27 — the unit economics argument is that ₹3,000/sqft revenue density beats hypermarkets at ₹1,800. DMart is testing a premium format in Powai with 2× the SKU count. And Avenue Supermarts quietly filed for warehouse-club (Costco-style) membership retail in its latest RoC filing. Meanwhile Tata-owned BigBasket is pivoting brick-and-mortar with 200 "BB Now" dark stores converted to walk-in micro-markets.
The first time someone on the desk pinged a competitor's format pilot before it hit the trade press, we stopped opening Mint at 7am. Strategy director · top-five Indian retailer
§ 02b — Today's briefings library
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Or dig into today's signals
- Razorpay's early-2024 plan: India domicile shift by end-2024, IPO within two years
- Mahindra readies NU_IQ platform for mass-market electric SUV expansion
- Tier-II value shoppers emerge as India’s next online grocery growth pool
- Bhogapuram airport opens, creating a new passenger-footfall gateway for Visakhapatnam
- NCLT presses SpiceJet to settle creditor dues as insolvency petitions mount
- SBI Securities sees further upside in Polycab India, sets ₹11,000 fair value target
- India approves 31 electronics-component projects worth ₹7,877 crore
- Razorpay plans India base shift by end-2026, targets IPO within two years