Flipkart Minutes’ order value nears Blinkit’s as its dark-store network tops 1,000
UBS estimates Flipkart Minutes’ net order value at Rs 500-530, close to Blinkit’s Rs 518 in Q1 FY27. Minutes now operates more than 1,000 dark stores across 120-130 cities, while Blinkit remains the user-reach leader with a 38% tracked MAU share in July.
What happened
UBS says Flipkart Minutes is nearing Blinkit on order value, aided by mobiles and electronics. Minutes has expanded beyond 1,000 dark stores across 120-130
Key facts
- Flipkart Minutes net order value excluding mobiles: Rs 500-530
- Blinkit average net order value: Rs 518 in Q1 FY27
- Minutes: more than 1,000 dark stores
- Minutes presence: 120-130 cities
- Network average: 800-1,000 orders per store per day
- Mature stores: 1,200-1,500 orders per day
- Store maturity timeline: five to six months
- Blinkit tracked MAU share: 38% in July
- Blinkit MAU share change: +31 bps MoM; +375 bps YoY
- Blinkit MAU growth: 57% YoY
- Zepto MAU growth: 15-16%
- Instamart standalone app MAU share: 9.5%
Why this matters
The quick-commerce market is becoming more competitively balanced, making dark-store density, city expansion and user-acquisition capabilities increasingly strategic assets.
Also reported by
- Entrackr — Same time