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Our read

Blinkit is likely to keep widening its quick-commerce user lead over Instamart through the next quarter.

For operators

Blinkit's iOS share of active users rose to 46% from 41% in March, with 36 million weekly users in Q2 FY27, so JioMart, DMart Ready and Instamart now compete against a widening lead among affluent urban shoppers.

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Blinkit weekly active users against the 36 million averaged in Q2 FY27

The report: Blinkit's share of active iOS users rose to 46% from 41% in March, CLSA said in an October note

Blinkit averaged 36 million weekly active users in Q2 FY27. JioMart reached 8.7 million in the latest week but remained down year-on-year.

Blinkit iOS active-user share: 41% in March 2026, 46% in the latest week CLSA covered
March 202641 per cent
Latest week (Oct 2026 note)46 per cent
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07:30 IST · 10 moves · what each means · free

Channel facts

From the report. Source details below

Blinkit and Swiggy Instamart weekly active users growth, Q2 quarter-on-quarter: 13 per cent
Swiggy Instamart four-week weekly active users growth, quarter-on-quarter: 20 per cent
Blinkit weekly active users growth, latest week year-on-year: 42 per cent
DMart Ready weekly active users change, latest week year-on-year: down 29 per cent

What it means for online and offline

DMart Ready fell 29% and JioMart, at 8.7 million users, stayed down year-on-year while Blinkit and Instamart gained, which suggests sub-scale grocery apps may be open to partnership or restructuring talks.

Signals to track

  • Blinkit's iOS user share above the 46% reported, by the Q3 FY27 results, would mean the lead is still widening and Instamart is not winning users back.
  • Instamart four-week user growth against the 20% rise in Q2
  • JioMart user count against the 8.7 million reported, and whether year-on-year growth returns
  • New discount or free-delivery pushes by Instamart or JioMart in metro cities

Likely next moves

Our read of what comes next — analysis, not reported by the source.

  • Blinkit is likely to keep adding dark stores and widen its assortment to defend a lead that now shows up in affluent iOS cohorts.
  • Swiggy Instamart is likely to increase user-acquisition spend and offers to build on its 20% rise in four-week users.
  • JioMart may lean on Reliance's store network and bundled offers to turn its 8.7 million users into year-on-year growth.
  • DMart Ready is likely to keep prioritising its core store economics over app-led growth after its 29% fall.
  • Brands and sellers will probably shift more quick-commerce ad budgets and exclusive launches towards Blinkit as its reach grows.

The source

Source Read the source at ET Retail Filed

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