Amazon

What moved, biggest first

1. Amazon Ads · 12 Oct

   Festive retail media spend to reach INR 11,500 crore in 2026, up 27%, as quick-commerce ads jump 50%

   ET BrandEquity

2. Amazon · 10 Oct

   Meesho Mall's over 200% growth on day one and the non-metro skew across all three platforms suggest that small-town reach, regional logistics and value-brand supply are the scarce assets, so screen targets and partners on those strengths.

   Reported: Amazon says product orders rose over 100% year-on-year in the first 12 hours of its festive sale. Meesho reported about 75% order growth on 9 October, and Meesho Mall over 200% on day one.

   Financial Express

3. Amazon Now · 3 Oct

   Amazon Now reaches 120 cities, targets 300 by end-2026 as micro-fulfilment centres grow to about 800

   2 reports from CNBC-TV18 and Business Standard

4. Amazon Now · 3 Oct

   Amazon Now targets 300+ cities and runs close to 800 fulfilment centres, but still trails Flipkart Minutes, which UBS puts at 1,000+ dark stores against Amazon's 500-600.

   Financial Express

5. Amazon Retail India · 1 Oct

   Amazon Now’s target of around 1,300 dark stores by April 2027 makes city-level availability and fulfillment economics critical for brands planning quick-commerce expansion.

   Reported: Amazon Retail’s FY26 loss widens 194% to ₹1,158 crore. Amazon Now operates 800 dark stores across more than 120 Indian cities and targets around 1,300 stores by April 2027.

   3 reports from 3 sources, incl. Medianama and NDTV Profit

6. Amazon Pay India · 28 Sept

   Amazon Pay’s 18% revenue growth is being outweighed by escalating losses, signaling sustained subsidy-led competition that merchants should monitor for changes in payment incentives and UPI capabilities.

   Reported: Amazon Pay’s FY26 revenue from operations rose to ₹2,484.4 crore from ₹2,096.6 crore, but its net loss widened from ₹865.7 crore. Amazon Pay FY26 loss widens 33% to ₹1,148.5 crore despite 18% revenue growth.

   3 reports from 3 sources, incl. Medianama and Entrackr

7. Amazon Pay India · 24 Sept

   Amazon Pay’s MSME push bundles cashback, GST-compliant procurement and up to 48 days of interest-free credit, raising the bar for business-payment platforms competing for merchant working-capital spend.

   Reported: Amazon Pay India is expanding Amazon Pay Later and Axio-led credit offerings for consumers and small businesses. Through Kotak Mahindra Bank, Business Prime members can access 5% cashback, GST-compliant purchasing and up to 48 days of interest-free working-capital credit.

   Business Standard

8. Amazon Bazaar · 15 Sept

   Amazon Bazaar’s rapid seller and assortment expansion signals that value-led selection and Tier-2/3 reach are becoming critical festive-season levers in India.

   Reported: Amazon Bazaar is expanding its India value-commerce push before the festive season, with 150,000+ active sellers, 30 million products and an assortment priced below ₹500. The platform says Tier-2 and Tier-3 customer growth has risen 8x since launch.

   2 reports from Business Today