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Flipkart vs Nykaa
Flipkart: 17 reports on strategy in 90 days, against none for Nykaa. Nykaa leads on results: 23 against 10 for Flipkart.
Latest behind it: Around 1,000 ex-Flipkart staff press Walmart for ESOP liquidity as the IPO faces further delay
- Flipkart
- 101 reports in 90 days
- 58 in the 90 days before; most on stores (17)
- Nykaa
- 45 reports in 90 days
- 34 in the 90 days before; most on results (23)
Free account. New reports on either brand collect on your Following page as they publish.
Side by side
Counts are the reports we hold on each brand: one event counted once, phone and car launches and news outside retail left out. They show where each brand made news, not market share or store totals.
- 29 SeptFlipkart IPO may slip 1–2 years, keeping employee stock options tied up
- 30 SeptFlipkart faces employee morale strain as other startups advance IPO plans
- 5 OctFlipkart takes minority stake in TravClan to widen international holiday packages on Cleartrip and Flipkart Travel
- 6 OctFlipkart elevates Souhardya Banerjee to director after more than four years at the company
- 7 OctFlipkart · Former Flipkart CXOs urge Walmart to treat ESOP holders fairly as about $4 billion in buybacks wait with no IPO date
- 15 OctFlipkart and Amazon India expand festive hiring as staffing firms see 10-15% growth despite weak consumption
Moves to read first
- Flipkart narrows FY26 net loss by about ₹180 crore as revenue rises 18%
Flipkart's adjusted operating margin improved 2.3 percentage points to negative 5.4 per cent, and its advertising business grew 31 per cent.
- Elara's Karan Taurani backs Nykaa, Trent and United Spirits as GST cuts lift discretionary demand
Nykaa · Elara Capital's Karan Taurani said apparel fabric costs have risen 15-20%, even as GST cuts lift discretionary demand with a lag, pointing to a…
- Flipkart expects 60-70% of next 100M customers from Tier 2/3 as Minutes plans 1,250 stores across ~180 cities and towns
Flipkart has grown its network from around 7,000 nodes to 8,400 facilities and added around 750 PIN codes in the past year.
- Nykaa and L’Oréal BOLD to back high-growth Indian beauty and wellness brands
Nykaa partnered with L’Oréal’s BOLD as India’s beauty and personal-care market is estimated at about $23 billion.
- Flipkart takes minority stake in TravClan to widen international holiday packages on Cleartrip and Flipkart Travel
Flipkart's stake is in TravClan, a B2B travel tech platform that lets over 15,000 travel agents customise and book packages in real time.
- Nykaa Now targets 25+ cities by FY27 as beauty quick commerce scales
What to watch
Nykaa ·
Q2 FY27 results: EBITDA margin below Q1's 8% (Mint, 4 Aug)What it would mean: Beauty brands that Nykaa stocks should expect tougher terms as it defends its margin.
Nykaa ·
Q3 FY27 results: Fewer new stores in Q3 FY27 than Q2's 14 (CNBC-TV18, 4 Oct)What it would mean: Openings are slowing: mall landlords lose a tenant in growth mode, and beauty retailers get room.
est. = estimated from how soon after quarter-end the brand's last results came.
Keep tracking them
Every report behind this page
Flipkart: 101 reports in the last 90 days
- Flipkart out-reaches Amazon on creator views in festive sales, but Amazon wins on engagement per view, KlugKlug data shows
- Flipkart narrows FY26 net loss by about ₹180 crore as revenue rises 18%
- Flipkart and Amazon India expand festive hiring as staffing firms see 10-15% growth despite weak consumption
- Festive e-commerce sales fall 7-10% in first four days as pricier smartphones and laptops weigh on demand
- Flipkart recreates its shopping app as a 2,800 sq ft outdoor installation at Noida Haat for Big Billion Days
- Around 1,000 ex-Flipkart staff press Walmart for ESOP liquidity as the IPO faces further delay
- Flipkart Fashion seller base jumps 77% after zero-commission move ahead of Big Billion Days
- Flipkart's Big Billion Days opens with 6.3 million peak concurrent users and 34% growth in new customers
- Agents are 18% of India's internet traffic: ET op-ed urges MCP, ONDC catalogue upgrades and an NPCI agent protocol
- Flipkart's Big Billion Days film urges festive shoppers to go one size bigger on TVs
- Online festive sales seen up 25-29% to Rs 1.5-1.55 lakh crore, but growth comes from volumes, not deeper discounts
- FSSAI suspends Flipkart seller Shreyash Retail's licence, serves notices on Flipkart, Amazon, Netmeds over Celevida ads
- Eight ex-Flipkart executives press Walmart to buy out their stock options as the IPO stays on hold
- Flipkart, Amazon turn to indie agencies for festive campaigns as India ad spend heads for ₹1,74,605 crore in 2026
- Flipkart gears up for 13th Big Billion Days with over 2.5 lakh festive jobs and 900+ new delivery hubs
- GST Council may clarify tax treatment of hub-based e-commerce logistics like Flipkart's after conflicting advance rulings
- Flipkart stages 'Home for Old Age Appliances' activation in Mumbai to push Big Billion Days exchange offers
- Finnable and Flipkart Finance partner on up to Rs 1 lakh consumer credit across Flipkart, Myntra and Flipkart Minutes
- Flipkart taps Tamannaah Bhatia for Big Billion Days push, with Galaxy S25 at a festive price of Rs 57,999
- Former Flipkart CXOs urge Walmart to treat ESOP holders fairly as about $4 billion in buybacks wait with no IPO date
- Flipkart expects 60-70% of next 100M customers from Tier 2/3 as Minutes plans 1,250 stores across ~180 cities and towns
- Flipkart elevates Souhardya Banerjee to director after more than four years at the company
- Flipkart takes minority stake in TravClan to widen international holiday packages on Cleartrip and Flipkart Travel
- Flipkart taps around 450,000 creators to steer Big Billion Days 2026 toward creator-led discovery
- Flipkart ties Big Billion Days to a McCann numerology campaign that reveals discounts from shoppers' names
- Flipkart's CAPTCHA-style 'Are You Really Gen Z?' campaign, launched September 24, tests Gen Z ahead of Big Billion Days on October 9
- Flipkart adds 14 million cubic feet of Ekart warehousing, lifting storage capacity 50% ahead of The Big Billion Days
- Flipkart nearly doubles active sellers to 1.4 million in 15 months on zero-commission push
- Flipkart's zero-commission push lifts active sellers 62% as Amazon and Meesho chase value shoppers this festive season
- Flipkart festive BGM grows nearly 50%; Tier-2 and Tier-3 markets rise 60%
- Flipkart weighs 20–25% employee ESOP cash-out in early 2027
- Tier III cities drive roughly 66% of Kapiva's Flipkart sales
- Smaller cities power premium demand for Open Secret, Plum and Kapiva
- Flipkart moves beyond keyword search with AI-led product discovery
- Flipkart faces employee morale strain as other startups advance IPO plans
- CCPA fines Flipkart ₹10 lakh, JioMart ₹5 lakh over misleading herbicide listings
- Flipkart IPO may slip 1–2 years, keeping employee stock options tied up
- Flipkart’s Ekart adds 750+ PIN codes ahead of festive season
- Flipkart flags Pixel 11 at an effective ₹69,999 for Big Billion Days 2026
- Flipkart ranks among Asia’s top three retail brands in Brand Conviction Index
- Flipkart’s customer strategy puts trust, access and loyalty at the centre
- Flipkart tests Gemini ‘Buy’ button, bringing branded checkout into Google’s AI interface
- Google tests direct Flipkart purchases in India ahead of wider October rollout
- Flipkart and startup peers reverse-flip holding companies back to India
- Flipkart expects EMI to drive a third of festive mobiles and electronics GMV
- Flipkart says festive demand is shifting beyond big-ticket electronics
- Flipkart sets Big Billion Days sale for Oct. 9, with early access and bank offers
- Festive e-commerce demand could push India gig hiring to a five-year high
- Flipkart plans 250,000 festive jobs, with 140,000 in last-mile delivery
- Flipkart says Kolkata is its fastest-growing kidswear seller hub
- Flipkart bets on Minutes and dark stores to defend its e-commerce future
- Flipkart targets October Bengaluru food-delivery launch with 15–20% restaurant cost cap
- Flipkart tests Eat In food delivery with Bengaluru employees
- Flipkart brings exclusive micro-dramas into its shopping app to deepen content-to-commerce push
- India e-commerce platforms flag pricing and ranking hurdles under new consumer rules
- Flipkart Separates Minutes Into Standalone Quick-Commerce App Ahead of Festive Season
- Flipkart, Amazon add content and services as quick commerce reshapes engagement
- Consumer panel orders Flipkart to refund ₹1.43 lakh over fake iPhone delivery
- Flipkart-Myntra’s India MAU lead over Amazon widens to 17 points
- Flipkart pilots food delivery in Bengaluru, eyes consumer launch and expansion
- Logistics firms scale up for India’s August-to-January festival demand surge
- Flipkart tests microdramas to build shoppable content and ad inventory
- Flipkart challenges CCPA’s ₹5 lakh penalty over non-BIS-compliant toys
- Flipkart adds microdrama vertical to main app ahead of festive season
- Flipkart tests microdramas in main app to deepen engagement and commerce discovery
- Flipkart offers up to 85% off across categories ahead of September 6 sale close
- Flipkart pilots micro-dramas in app through TTT and Pratilipi partnerships
- Two more Flipkart VPs exit as the e-commerce group weighs an IPO delay
- Flipkart Plans Bengaluru Food Delivery Launch, Undercutting Rival Commissions
- Flipkart taps LinkedIn workplace reminders for Raksha Bandhan Rakhi Store push
- Flipkart targets Bengaluru food-delivery launch via Minutes
- Walmart flags 100-bps+ Q3 sales-growth hit as Flipkart shifts Big Billion Days
- Flipkart sees two senior exits as profitability push intensifies
- Flipkart faces fresh leadership exits as Minutes scales quick-commerce network
- Flipkart faces senior exits as IPO timing uncertainty extends
- Flipkart Ads powers Walmart’s Q2 advertising growth as India lifts international profit
- Flipkart in talks with 300 Bengaluru eateries for food-delivery pilot
- Flipkart faces backlash over obituary-style Freedom Sale finale campaign
- Flipkart led 2025 consumer complaints, followed by Amazon and Meesho
- Flipkart ESOP ruling flags capital-gains treatment for unexercised-option buybacks
- Flipkart deepens Tamil Nadu push with 90+ quick-commerce hubs
- ITAT treats Flipkart employee’s ₹2.33 crore ESOP buyback payout as LTCG, not salary
- Flipkart is reportedly set to enter Bengaluru food delivery with lower restaurant commissions
- Flipkart expands Uttar Pradesh quick-commerce network with 126 Minutes fulfilment centres
- Flipkart eyes Bengaluru food-delivery launch via ONDC as low-fee rivals pressure incumbents
- Noida Police Bust Alleged E-commerce Delivery-Swap Gang; ₹75 Lakh in Goods Recovered
- Flipkart Plus adds monthly Netflix Mobile benefit for qualifying shoppers
- Flipkart links free Netflix Mobile access to repeat purchases by Plus members
- Flipkart launches Pay Later with pay-after-30-days and 3–12 month EMI options
- Flipkart reportedly eyes food delivery as India’s ecosystem race intensifies
- Flipkart and Amazon waive seller fees to accelerate smaller-city growth
- Flipkart launches Pay Later credit across Flipkart, Myntra and Minutes
- Flipkart, Eight Roads sell Shadowfax shares worth ₹1,654 crore in bulk deals
- Flipkart readies Bengaluru food-delivery pilot for launch within a month
- Flipkart preparing to enter food delivery, plans pilot in a few cities
- Flipkart positions gift cards as a B2B rewards and loyalty lever, with Minutes redemption
- Flipkart eyes food-delivery pilot as Minutes network scales
- Flipkart plans food-delivery pilot to challenge Zomato and Swiggy
- Flipkart plans food-delivery launch in coming weeks
- Flipkart readies food delivery launch as Minutes passes 1,000 dark stores
- Flipkart targets 1,500 quick-commerce centres across 180+ cities
Nykaa: 45 reports in the last 90 days
- Elara's Karan Taurani backs Nykaa, Trent and United Spirits as GST cuts lift discretionary demand
- Nykaa Q2 FY27 GMV growth seen near 30%, fashion NSV up late-40s; broker lifts target to ₹405
- Morgan Stanley expects Nykaa's Q2 FY27 revenue to grow in the high 20s; shares jump 6%
- Nykaa shares rise nearly 4% ahead of Q2 results as BofA, Nomura see margins at 8.7–8.9%
- Nykaa flags high-twenties revenue growth for the September quarter
- Nykaa and L’Oréal BOLD to back high-growth Indian beauty and wellness brands
- India beauty market seen reaching $40bn by 2030 as younger shoppers accelerate online spend
- Nykaa and L’Oréal BOLD to take minority stakes in Indian beauty startups
- Nykaa acquires 51% of Aminu Wellness, teams with L’Oréal fund for startup bets
- Nykaa exclusively launches luxury haircare brand Oribe in India
- Nykaa to bring Nykaaland beauty-and-music festival to Delhi NCR in October
- Nykaa deepens beauty D2C bets with Earth Rhythm and Aminu stakes
- Nykaa brings Nykaaland back to Delhi-NCR for its fourth edition
- Nykaa board approves raising stake in Earth Rhythm to 24.2%
- Nykaa Now targets 25+ cities by FY27 as beauty quick commerce scales
- Goldman Sachs starts Nykaa at neutral, sees 17% downside despite strong Q1 growth
- Nykaa Q1 profit more than triples as EBITDA margin reaches 8.5%
- Nykaa opens its largest India store at Delhi NCR’s Ambience Mall
- Nykaa targets ₹7,000 crore GMV from House of Brands in four years
- Nykaa Beauty CEO Anchit Nayar outlines plan to scale beyond founder-led roots
- India’s beauty market seen nearing $42B by FY31; Nykaa and Honasa gain Buy calls
- Nykaa, Lenskart remain long-term bets despite rich internet-stock valuations: Mayuresh Joshi
- Broker reiterates Buy on Nykaa, raises target price 19% to ₹475
- Elara lifts Nykaa target to Rs 475, flags 43% upside on beauty growth outlook
- Nykaa files IPO papers for ₹525 crore fresh issue
- Nykaa takes its Lipstick Wardrobe pop-up to Mumbai, Bengaluru and Ludhiana
- Nykaa to acquire 51% of skincare brand Aminu for Rs 32 crore
- Nykaa lifts gross margin to 45.9% as inventory-led beauty model scales
- Nykaa Q1 profit more than triples as EBITDA margin reaches 12-quarter high
- Nykaa shares face profit-booking pressure amid Q1 earnings updates
- Nykaa’s premiumisation-led Q1 growth lifts earnings outlook, but valuation keeps Motilal Oswal neutral
- Nykaa Q1FY27 profit jumps 226% as beauty, fashion and own brands accelerate
- HDFC Securities retains cautious stance on Nykaa in Q1 earnings review
- Nykaa Q1 FY27 profit jumps 243%; Jefferies raises target while Macquarie stays bearish
- Nykaa profit more than triples as beauty demand and fashion growth lift revenue
- Nykaa eyes nearly 30% Q1 FY27 revenue growth as beauty and fashion momentum builds
- Nykaa, Trent, Titan and Kalyan Jewellers enter Q1 earnings watch
- Nykaa and Delhivery set to report Q1 FY27 results as market watches demand and margins
- Nykaa executive flags UPI AutoPay free-trial charges, reviving consent debate
- Nykaa appoints Ankit Jain to lead quick-commerce arm Nykaa Now
- Nykaa hires ex-Swiggy Instamart COO Ankit Jain to lead Nykaa Now
- Nykaa sees long runway in India beauty and fashion consumption
- Nykaa founder Falguni Nayar named Trailblazer of the Year at NDTV Profit awards
- Nykaa targets 600+ stores and 100 million beauty consumers by FY30
- Nykaa, Eternal among nominees for NDTV Profit’s New Economy Leader award
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