Brands risk ceding customer ownership to Amazon, Flipkart as AI-led commerce looms

Opinion warns Indian brands that reliance on Amazon and Flipkart is surrendering consumer data and shelf control, fueling marketplace private labels. AI-mediated discovery threatens to widen the gap, pushing urgency for direct-to-consumer ecosystems and owned channels.

— Source publishedFri, 15 May, 2026, 09:16 IST·First seen Fri, 15 May, 2026, 09:47 IST·Source ET BrandEquity

What happened

Amazon India · Opinion piece warning Indian brands about growing dependence on marketplaces like Amazon and Flipkart, which capture customer data to launch

Why this matters

Scout acquisitions of D2C tech, CDP, and owned-channel commerce enablers while marketplace-captive brands' valuations reset on customer-ownership risk.

Also reported by